智通财经网·2025-08-04 03:10Core Insights - Traditional financial giants, including JPMorgan and Goldman Sachs, have made significant investments in blockchain technology, totaling 345 investments from 2020 to 2024, with G-SIBs leading over 100 major transactions in tokenization, cryptocurrency custody, and blockchain payments [1][3] - The market for large-scale blockchain financing, defined as investments of $100 million or more, has seen traditional banks participate in 33 rounds, focusing on cryptocurrency trading infrastructure, tokenized finance, custody, and payment solutions [2] - The trend of tokenization is projected to grow substantially, with an expected market size exceeding $18 trillion by 2033 and a compound annual growth rate (CAGR) of 53% from 2025 onwards [5][6] Investment Activity - G-SIBs have completed 106 blockchain-related financing transactions, with 14 of these being over $100 million, indicating a strong interest in blockchain technology among major financial institutions [3] - Major players like Citigroup and Goldman Sachs led the way with 18 significant transactions each, while JPMorgan and MUFG followed closely with 15 each [1] Market Trends - The demand for stablecoins has surged, with monthly trading volumes reaching $650 billion to $700 billion in Q1 2025, prompting traditional banks to consider issuing their own stablecoins to mitigate volatility risks [4] - The concept of Real-World Assets (RWA) tokenization is gaining traction, allowing traditional financial assets to be represented as digital tokens on the blockchain, which can enhance efficiency and reduce settlement risks [6] Regulatory Support - Regulatory frameworks, such as the U.S. GENIUS Act and the EU MiCA, are being developed to provide clearer guidelines for digital asset operations, further supporting the growth of blockchain and cryptocurrency markets [3]