The largest crypto exchange in the United States has found a new way to show up in Washington’s evolving financial agenda. Not through lobbying, lawsuits or health drinks, but this time through employee benefits. Coinbase (NASDAQ: COIN) CEO Brian Armstrong revealed on Jan. 28 that Coinbase will match government contributions to Trump Accounts for eligible children of its employees, aligning the company with a fast-growing initiative backed by Donald Trump. Related: Analyst revamps MicroStrategy, Coinbas ...

Deloitte warned that tokenized securities may be moving too fast for their own safety, citing a hidden weakness in systems that settle trades instantly. The report arrived while Ethereum was trading steadily after its Shanghai upgrade, which unlocked long-staked ETH and encouraged more institutions to explore tokenized assets. All of this is happening as more companies race to place stocks, bonds, and funds on blockchains to save time and lower costs. What Is the Blind Spot Deloitte Is Worried About? To ...

Everyone says tokenization is being held back by regulation, custody infrastructure, or institutional conservatism. But I don't think that's true. The technology works. Assets settle perfectly onchain. Yields are competitive, ranging from safe US Treasury bets at 3% up to 10% for riskier instruments. Compliance frameworks exist. Custody solutions from reputable providers are live. But even with all that working smoothly, institutional adoption is only moving forward at a fraction of what its speed could ...

Core Insights - Stablecoins emerged as a significant product in the crypto space in 2025, with the industry now focusing on tokenizing various assets for broader market integration in 2026 [1] - The tokenized asset market experienced substantial growth, nearly quadrupling to almost $20 billion by the end of 2025, indicating a shift from niche experimentation to mainstream adoption [2] - Legal clarity, interoperability, and shared identity frameworks are essential for the successful scaling of tokenized markets, preventing fragmentation [3] Market Projections - Tokenized assets are projected to exceed $400 billion by the end of 2026, a significant increase from $36 billion today, driven by user demand and capital flows [4] - The transition towards tokenization is characterized by a fundamental restructuring of value transfer, moving beyond speculation [4] Investment Dynamics - As cash becomes tokenized through stablecoins, there is an expectation for these funds to seek investment opportunities, bridging digital money with digital capital markets [5] - The foundational work required for scaling tokenized markets includes establishing legal clarity and interoperability between different blockchain networks [5] Institutional Adoption - 2026 is anticipated to mark a shift from pilot projects to actual implementation of tokenization by traditional financial institutions, as indicated by industry leaders [6] - Tokenization is becoming a mainstream tool for capital raising, with significant efficiency gains and broader access that cannot be overlooked [7] - Emerging markets are expected to lead in tokenization, allowing local issuers to bypass outdated infrastructure and provide global investors with access to new capital markets at reduced costs [7]

Core Viewpoint - Cantor Equity Partners II (CEPT) experienced a stock increase following Citron Research's support for Securitize and criticism of Coinbase's withdrawal from crypto market structure legislation [1][4]. Group 1: Company Developments - Securitize has issued over $4 billion in tokenized assets and possesses the necessary licenses to offer tokenized securities, positioning it to benefit from clearer regulatory rules [2]. - CEPT shares rose by as much as 10% after Citron's endorsement but later settled at a 2.2% gain [4]. Group 2: Industry Dynamics - Citron Research highlighted a competitive struggle between Coinbase and emerging Wall Street players, framing it as a conflict involving major entities like BlackRock [3]. - Coinbase's withdrawal from supporting the legislation was attributed to concerns that it would "de facto ban" tokenized equities, leading to a cancellation of the Senate Banking Committee's markup on the crypto market structure [4].

Group 1 - Wall Street professionals are increasingly confident that prediction markets, particularly platforms like Polymarket, will remain significant players in the fintech space [1][2] - Polymarket, launched in 2020, is the largest prediction market globally, allowing users to predict various events using cryptocurrency [2] - Intercontinental Exchange Inc., the owner of the New York Stock Exchange, has announced an investment of up to $2 billion in Polymarket [2] Group 2 - Approximately 90% of surveyed Wall Street professionals believe that gaming and finance will intersect more in the future [3] - Despite the optimism regarding prediction markets, respondents express caution and do not fully trust these platforms to guide their investment decisions [5] - Regulatory bodies are expected to address the blurred lines between trading and gambling as the intersection of gaming and finance evolves [4] Group 3 - While there is optimism about prediction markets, Wall Street does not foresee tokenization significantly disrupting the entire financial system [6] - Tokenization involves using blockchain technology to convert real-world assets into digital tokens, allowing for 24/7 trading and fractional ownership [7] - Despite the growth of the tokenized assets market, traditional financial systems remain preferred by retail traders due to their established operations and regulatory framework [8]

RT Token Terminal 📊 (@tokenterminal)🆕🔎 New filtering options added to the Tokenized assets page.It's now possible to:1) filter by issuer: @circle2) group by asset & chain: $USDC, $EURC, and $USYC on multiple chainsAn overview of Circle's products across chains: https://t.co/26P55JwBb5 ...

Core Insights - Tokenized assets are anticipated to revolutionize the investment landscape similar to how ETFs transformed mutual funds, offering lower fees, enhanced transparency, and instant transactions, yet they remain largely underutilized outside affluent portfolios [2] - Currently, approximately $30 billion of real-world assets are tokenized on blockchain, a small fraction compared to the $250 trillion global securities market, indicating significant growth potential [2] - The adoption of tokens in wealth management is still in its infancy, with industry experts suggesting that future developments will improve access to traditionally hard-to-trade asset classes like real estate [3] Industry Challenges - There is a notable lack of regulatory clarity and potential security risks that hinder the widespread adoption of tokenized assets [2][6] - Custodians and asset managers are seeking clearer regulations regarding the classification and integration of tokenized assets into the existing financial system [6] - The International Organization of Securities Commissions has highlighted that tokenization may exacerbate existing risks in traditional financial products and introduce new risks associated with the crypto market [6] Advisory Services Evolution - The programmability of tokens may lead to a shift in advisory practices, with advisors focusing more on financial planning rather than direct investment management [5] - Advisors will need to reassess their value propositions as the market segmentation may evolve towards catering to more self-guided investors [5] - The fundamental principles of portfolio construction remain unchanged, emphasizing the importance of underlying investment strategies over the technology used [4]

Core Viewpoint - The financial world is on the verge of a major transformation, with predictions that nearly all global transactions will eventually settle on blockchain networks [1][3][8] Group 1: Digital Money and Blockchain - The next era of global finance will be defined by digital money and blockchain-based settlements, with a belief that all transactions will eventually settle on blockchains [3][4] - The transition to digital money will require years of experimentation and collaboration among governments, regulators, and the private sector, indicating a complete rewiring of the financial system [4][8] Group 2: Standard Chartered's Initiatives - Standard Chartered is actively embracing blockchain technology, operating digital asset custody services, trading platforms, and tokenization initiatives [4][5] - The bank is developing a Hong Kong dollar-backed stablecoin in partnership with Animoca Brands and HKT, viewing it as a key step toward building new digital payment infrastructure for international trade [6][8] Group 3: Hong Kong's Role in Digital Finance - Hong Kong is positioning itself as Asia's crypto and digital asset hub, with a licensing regime for exchanges and pilots in tokenization, an area where Standard Chartered is directly involved [5][6] - The leadership of Hong Kong is recognized for its role in pioneering regulation and innovation in digital finance [5] Group 4: Industry Perspectives on Tokenization - Major finance leaders, including Robinhood CEO Vlad Tenev and BlackRock CEO Larry Fink, are optimistic about tokenization, predicting it will reshape global investing and become mainstream within five years [7]

Core Insights - Ondo Finance has formed a strategic partnership with Chainlink to enhance its tokenization platform, which allows for the digital representation of real-world assets [1][5] - The partnership aims to facilitate the movement of assets and operations on-chain for institutional players using Ondo's tokenization infrastructure and Chainlink's Cross-Chain Interoperability Protocol (CCIP) [5][7] Tokenization and Market Presence - Tokenization involves using blockchain technology to create digital tokens representing real-world assets, enabling fractional ownership for investors [1] - Ondo Finance hosts a significant institutional ecosystem, integrating with over 100 applications and offering more than 100 tokenized stocks and ETFs, with a total value locked (TVL) exceeding $300 million [2][3] Chainlink's Role - Chainlink provides an oracle network that connects smart contracts with real-world data, ensuring reliable price feeds for each tokenized equity [2][4] - The partnership will leverage Chainlink's institutional-grade data infrastructure to deliver comprehensive valuations on-chain, capturing all economic factors such as dividends [3][4] Interoperability and Future Prospects - Chainlink's CCIP enables seamless communication between different blockchains, allowing smart contracts, applications, and tokens to move across multiple platforms [6] - The collaboration is expected to broaden access to on-chain capital markets for financial institutions, asset managers, and protocol developers [7]