IMF Report on Stable tokens supply 200B-350B
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DevRajCrypto
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#imfsaystokenizedmarketssmall
The IMF calling tokenized markets “small” is actually the part I find most interesting.
The IMF puts tokenized assets excluding repos and stablecoins at roughly $65B as of July, while tokenized repo activity is running around $300–350B in daily volume. That is real financial activity, but still small compared with traditional markets.
The bigger issue for me isn’t how fast tokenization grows.
It’s whether the infrastructure can handle it when the market gets stressed.
Right now, there are still some serious gaps:
• Liquidity is thinner
• Markets remain fragmented
• Legal certainty is still evolving
• Interoperability remains a problem
• Automation can make liquidations and stress move faster
Crypto adoption always looks easy when prices are rising.
The harder question comes when liquidity disappears.
Imagine a tokenized asset being used as collateral across several platforms. A price drop triggers liquidation, liquidation removes liquidity, and lower liquidity triggers more selling.
Blockchain may not create the original risk.
It could simply make the risk travel faster.
My bet is that the biggest long-term value won't sit with whoever tokenizes the most assets.
It will sit with whoever makes tokenized markets reliable when they are under stress.
Liquidity. Custody. Settlement. Interoperability. Risk controls.
Putting an asset on-chain is becoming easier.
Making that asset trustworthy when everyone wants to exit at the same time is the much harder problem.
That’s where I think the real RWA race will be decided.
Would you trust a 24/7 tokenized market without stronger circuit breakers and liquidity safeguards, or do those controls defeat the point of programmable finance? 👇
$BTC $ETH #RWA #Tokenization #crypto #BinanceSquare
The IMF calling tokenized markets “small” is actually the part I find most interesting.
The IMF puts tokenized assets excluding repos and stablecoins at roughly $65B as of July, while tokenized repo activity is running around $300–350B in daily volume. That is real financial activity, but still small compared with traditional markets.
The bigger issue for me isn’t how fast tokenization grows.
It’s whether the infrastructure can handle it when the market gets stressed.
Right now, there are still some serious gaps:
• Liquidity is thinner
• Markets remain fragmented
• Legal certainty is still evolving
• Interoperability remains a problem
• Automation can make liquidations and stress move faster
Crypto adoption always looks easy when prices are rising.
The harder question comes when liquidity disappears.
Imagine a tokenized asset being used as collateral across several platforms. A price drop triggers liquidation, liquidation removes liquidity, and lower liquidity triggers more selling.
Blockchain may not create the original risk.
It could simply make the risk travel faster.
My bet is that the biggest long-term value won't sit with whoever tokenizes the most assets.
It will sit with whoever makes tokenized markets reliable when they are under stress.
Liquidity. Custody. Settlement. Interoperability. Risk controls.
Putting an asset on-chain is becoming easier.
Making that asset trustworthy when everyone wants to exit at the same time is the much harder problem.
That’s where I think the real RWA race will be decided.
Would you trust a 24/7 tokenized market without stronger circuit breakers and liquidity safeguards, or do those controls defeat the point of programmable finance? 👇
$BTC $ETH #RWA #Tokenization #crypto #BinanceSquare
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