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Which tokenized asset is ready for a lift off? And why?
Tokenized assets are hot topics in finance and technology circles. But which asset is doing well and which isn't?
Harvey
May 6, 20244 min read
Onchain Finance GTM Series: What does $9.4 trillion annual traction signal about the opportunities within tokenized cash?
This what 110x looks like for an tokenized asset that has achieved wide adoption...
Harvey
Apr 29, 20246 min read
How did Tokenized TBills grow AUM by 42% in 2 months?
Has the tokenized TBill market reached an inflection point given its +43% AUM growth in past 2 months?
Harvey
Apr 22, 20246 min read
Onchain Finance GTM Series: How is BlackRock future-proofing its fund management business?
BlackRock’s USD Institutional Liqudity Digital Fund or BUIDL has been the talk of the financial press recently. As the first fund management product specifically launched on the blockchain by BlackRock to address the needs of the tokenized world that banking, finance and asset management are moving into, it is a watershed moment for the tokenization space and a massive validation for the utility of blockchains. The realized inflows totalled more than $250mill which blew past
Harvey
Apr 14, 20245 min read
Onchain Finance GTM Series: What is the market size for yield-bearing stablecoins or tokenized cash equivalents?
A few weeks back I wrote a post highlighting the 3 major difficulties facing many tokenization projects today. In that post I talked about why targeting incremental improvements in operational processes or capital usage would make much more sense as a go-to-market approach. I have been chewing on the idea of capital efficiency improvement in crypto for the past two weeks and had a light bulb moment recently: scaling capital efficiency adoption through yield bearing stableco
Harvey
Apr 8, 20245 min read
Onchain Finance GTM Series: Is there enough onchain capital for tokenized assets?
Within the tokenization space, there exists a school of thought that any market can be recreated onchain but with better liquidity and lower cost of capital because of blockchain’s fast settlement and borderless distribution. Real estate, auto financing, art, carbon credit etc. You name it. The list of potential onchain replications is endless with possibilities. As a result, I see startups sprung up with pitches that promise new financial paradigms. However, why is there har
Harvey
Mar 31, 20245 min read
Boring is Better
About half a year ago I published a research report, “ The Role of Securitization in Tokenized Asset ”, looking at the tokenization market and comparing institutional and crypto-native go-to-market focus. One being capital efficiency focused while the other being market access/distribution focused. Since then I have had many conversations with both sides and dived deeper into their respective nuances and challenges. So what is the biggest takeaway? It is this: tokenization’s
Harvey
Mar 24, 20245 min read
Tokenization: Bullsh*t Filtering
What do you need for any successful and scalable tokenization endeavour? Is it the team? Or is it the market condition? I used to think it was the team but more recently I have started to appreciate the enormous impact market conditions have on the outcome of a tokenization startup. Of course we need a competent team but as someone once told me “if you are too early to the market, it’s the same as being wrong.” In the early stages of any tokenization endeavour, I would argu
Harvey
Mar 12, 20245 min read
The F.B.I. strategy of Tokenization
I recently dropped a post called Why Large Financial Institutions or Startups Backed By Them Will Dominate the Tokenization Space . It was perhaps a controversial take, but whether you agree with it or not, go-to-market and customer acquisition challenges are unavoidable subjects for builders in the space with consequences leading to either successful scaling up or death of a startup. In the post I left the reader with a question “... what do you do if you are a startup found
Harvey
Mar 5, 20245 min read
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