全球最大资管CEO：“加密钱包”规模已超4万亿美元，“资产代币化”是下一场“金融革命”

Core Insights - Larry Fink, CEO of BlackRock, positions "asset tokenization" as the next revolution in financial markets, aiming to "put all traditional financial assets into digital wallets" [1] - BlackRock's assets under management (AUM) reached a record $13.5 trillion, with a significant focus on the potential $4.1 trillion market of assets held in global digital wallets [1][2] - The strategy aims to bridge traditional capital markets with a new generation of tech-savvy investors through the tokenization of traditional investment tools like ETFs [1][2] Group 1: Market Potential - The digital wallet market is estimated at approximately $4.1 trillion, with Morgan Stanley estimating the total value of crypto assets, stablecoins, and tokenized assets exceeding $4.5 trillion [2] - BlackRock's goal is to replicate everything in traditional finance into digital wallets, attracting younger investors to traditional asset classes like stocks and bonds [2][7] Group 2: Future Vision - Fink believes that the next major transformation in global finance will come from the tokenization of traditional assets, including stocks, bonds, and real estate [3] - The tokenization market is projected to exceed $2 trillion by 2025 and could soar to over $13 trillion by 2030, indicating significant growth potential [3] Group 3: Changing Perspectives - Fink's shift from skepticism to advocacy for digital assets reflects a broader evolution in mainstream financial institutions' views on the sector [4] - He now compares crypto assets to gold, recognizing their potential as an alternative investment for portfolio diversification [5] Group 4: Wall Street's Outlook - Analysts on Wall Street view BlackRock as well-positioned to dominate the tokenization space, with Morgan Stanley raising its target price for BlackRock shares to $1,486 [6] - BlackRock's tokenized money market fund, BUIDL, has seen its AUM grow to nearly $3 billion since its launch in March 2024, demonstrating the company's commitment to this strategy [6]