The tokenization thesis in numbers: Real estate sits at $393T, equities at $130-160T, bonds at $145-190T. Total crypto market cap is $2.8T. But here's the gap—actual tokenized TradFi assets on public chains (excluding stablecoins) are only $39B. That's less than 0.01% of what could theoretically move onchain.
The infrastructure play is obvious: whoever builds the rails for institutional asset tokenization wins. The bet here is on Robinhood Chain as the likely winner for TradFi migration—regulatory moat, existing user base, fiat on/off ramps already built.
If even 1% of TradFi assets tokenize in the next cycle, that's $7T+ in net new onchain liquidity. Position accordingly means: infrastructure tokens, liquidity protocols, and anything that captures fees from asset issuance/trading volume.
The infrastructure play is obvious: whoever builds the rails for institutional asset tokenization wins. The bet here is on Robinhood Chain as the likely winner for TradFi migration—regulatory moat, existing user base, fiat on/off ramps already built.
If even 1% of TradFi assets tokenize in the next cycle, that's $7T+ in net new onchain liquidity. Position accordingly means: infrastructure tokens, liquidity protocols, and anything that captures fees from asset issuance/trading volume.