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What are the next scale-up use cases for digital assets?
I recently wrote a post about the 3 proven product market fit areas when it comes to digital asset adoption. One of them is tokenization. Another one is trading. And the last but not least is payment. While the trading business is essentially a commission business dependent on the overall crypto market activity, tokenization and payment are independent from the overall crypto market and have much bigger potential to become foundational building blocks in our financial market
Harvey
Jul 8, 20244 min read
Outrageous or Optimistic? Standard Chartered's tokenization forecast unpacked.
Hot on the heels of the McKinsey vs BCG debate on the future of tokenization, Standard Chartered waded into the battle with a paper that is either going to be the call of the decade or the embarrassment of a gigantic proportion. SC forecasts a tokenization market that is 15x of McKinsey’s base case. With this, Standard Chartered and McKinsey represent the top and bottom range of the forecast numbers. McKinsey - $2 trillion EY - $14 trillion BCG - $16 trillion Standard Char
Harvey
Jul 1, 20247 min read
From $16 trillion to $2 trillion, is tokenization on a downward path?
McKinsey's latest report say $2 trillion market cap by 2030 for tokenized asset. Is this number grounded?
Harvey
Jun 25, 20244 min read
Financial Services Tokenized Series: How will tokenized MMFs scale to trillions AUM? pt.2
How big are the US corporate cash management & global derivatives collateral opportunities for tokenized MMF?
Harvey
Jun 17, 20245 min read
Financial Services Tokenized Series: How will tokenized MMF scale to trillions AUM? pt.1
How will tokenized MMFs change the financial system one market at a time.
Harvey
Jun 10, 20247 min read
Financial Services Tokenized Series: JPMorgan's Digital Asset Strategy
Want to understand JPMorgan's Onyx? Here are its main products and GTM strategies.
Harvey
Jun 3, 20246 min read
Are central banks warming up to tokenized money market fund?
As the tokenized yield-bearing cash solution space’s No.1 player Ondo Finance’s AUM surged past $464 million this week, the thought of a path towards broader adoption in this nascent but highly important space came to the forefront of my mind. The space that the tokenized yield-bearing cash solution is currently addressing mostly has to do with stablecoin capital that is already onchain. There are already $160 billion of these but the size of the market outside of crypto is m
Harvey
May 28, 20245 min read
How quickly will tokenized TBills eat into tokenized cash market? Pt.2
What synthetic dollar? It is a tokenized hedge fund strategy running basis trade
Harvey
May 20, 20246 min read
Onchain Finance GTM Series: How quickly will tokenized TBills eat into tokenized cash's market?
The biggest tokenization narrative of 2023-24 so far can be summarized in the following 3 stories about stablecoins and yieldcoins (TBills backed cash equivalents): Stablecoin is the biggest tokenization success story Yieldcoin is going to eat into stablecoin’s market due to its superior capital efficiency Yieldcoins from leading tokenization players such as BlackRock, Ondo and Franklin Templeton have been taking market share from stablecoin The conversations on tokenization
Harvey
May 14, 20246 min read
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