Award-nominated host @JacqMelinek interviews the most consequential leaders in onchain finance, on the record. Brought to you by @StrataMedia_
Every Tuesday and Thursday
Joined February 2022
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The repo market handles trillions of dollars in notional value every day.
Yuval Rooz (@YuvalRooz), co-founder and CEO of Digital Asset, which builds @CantonNetwork, says moving just 1% of that activity onchain would bring in billions of dollars a day.
…And that's just one use case to keep an eye on.
Talking Tokens Podcast retweeted
Chainlink Tokenization
Today's episode is with @KarwanLiam05, Head of RWAs at @Chainlink Labs.
3 Key Takeaways:
- Karwan says institutional conversations have shifted: "They know what to do. They know how to do it. And they come to us to know how to do it successfully."
- On how fast this scales: "It's going to be slow, but quicker than we think." He puts the market at roughly $300 billion including stablecoins, compared with $100 trillion in capital markets.
- He calls tokenized stocks "properly hyped" and has a view on wrapped versus natively issued equities.
TIMESTAMPS:
Introduction
What Is Tokenization?
How Tokenization Has Changed in 12 Months
Chainlink's Role in Onchain Finance
What Financial Institutions Want From Chainlink
Why Institutional Conversations Have Changed
Are Tokenization Projects Succeeding?
Simple vs. Complex Institutional Use Cases
The Next Phase of Institutional Adoption
Private Blockchains, Compliance and Interoperability
Why Technology Isn't the Biggest Bottleneck
Making the Business Case for Blockchain
How Quickly Will Tokenization Scale?
The $100 Trillion Capital Markets Opportunity
Why Chainlink Wants to Connect Financial Networks
Which Institutions Are Adopting RWAs?
Why Hedge Funds Are Moving More Slowly
Is Onchain Finance Ready for Wall Street?
Stablecoins, Liquidity and Yield Opportunities
Why Fintechs Could Drive Mainstream Adoption
Will Consumers Know They're Using Blockchain?
Why Crypto Focused on Infrastructure First
How Onchain Finance Improves Financial Products
Institutional Adoption in South Korea
Why Tokenized Equities Matter
Are Tokenized Stocks Overhyped?
Wrapped vs. Native Tokenized Equities
How the Tokenization Industry Has Evolved
Why Asset Managers Are Focusing on Distribution
Chainlink's Long-Term Vision
What Will Drive the Next Wave of RWA Adoption?
Fintechs, Stablecoins and New Onchain Demand
Talking Tokens Podcast retweeted
Chainlink Tokenization on @_TalkingTokens
Dropping tomorrow is our full conversation with @wagmiAlexander, CEO of @DromosLabs and Core Contributor to @aeroxyz.
We dug into Aero’s growth this year and its goal to become the exchange layer for the broader onchain economy.
Notifications on, we promise it’ll be a big one. 👀
Talking Tokens Podcast retweeted
TODAY: @Anza implements Alpenglow upgrade on @Solana, cutting finality to ~150ms, from ~12.8 seconds.
Tom Warner (@redbeard), Head of BD at @DoubleZero, on @_TalkingTokens about why speed and predictability matter for institutions trading on Solana:
"Traditional finance systems are incredibly faster than crypto systems.
Every trading firm builds their model around how long does it take to execute, so you have predictability on, if I want to buy the stock, I know it’s going to take me 20 milliseconds, and then you can calculate based on how long your perceived price alpha exists."
Talking Tokens Podcast retweeted
Todd McDonald, co-founder of @inside_r3, on the three reasons they chose Solana for the next version of Corda
“One is the technology. I personally love their approach to a single mainnet and scaling through a single mainnet. One pool of liquidity. Two is their strategy. Internet Capital Markets, that’s the north star. They’re focused on helping existing capital markets players understand, launch and be successful on Solana.”
“Three, the culture of the ecosystem. Both those building on it and the Solana Foundation. They’re viewing this as a long-term business they want to grow. What you really need in this space is long-term alignment with the partners you choose. That was the big thing for us.”
@Mcdtv @jacqmelinek @_TalkingTokens
Talking Tokens Podcast retweeted
In five years, underwriting a loan against assets you already hold, like a $50,000 stock position, could cost close to $0, making collateral lending beyond mortgages and car loans finally viable.
@YuvalRooz discusses with @_TalkingTokens.
Talking Tokens Podcast retweeted
Had a blast chatting with the great @jacqmelinek ! Talked tokenized equities, tokenized deposits, and the role @chainlink plays in the space.
Today's episode is with @KarwanLiam05, Head of RWAs at @Chainlink Labs.
3 Key Takeaways:
- Karwan says institutional conversations have shifted: "They know what to do. They know how to do it. And they come to us to know how to do it successfully."
- On how fast this scales: "It's going to be slow, but quicker than we think." He puts the market at roughly $300 billion including stablecoins, compared with $100 trillion in capital markets.
- He calls tokenized stocks "properly hyped" and has a view on wrapped versus natively issued equities.
TIMESTAMPS:
Introduction
What Is Tokenization?
How Tokenization Has Changed in 12 Months
Chainlink's Role in Onchain Finance
What Financial Institutions Want From Chainlink
Why Institutional Conversations Have Changed
Are Tokenization Projects Succeeding?
Simple vs. Complex Institutional Use Cases
The Next Phase of Institutional Adoption
Private Blockchains, Compliance and Interoperability
Why Technology Isn't the Biggest Bottleneck
Making the Business Case for Blockchain
How Quickly Will Tokenization Scale?
The $100 Trillion Capital Markets Opportunity
Why Chainlink Wants to Connect Financial Networks
Which Institutions Are Adopting RWAs?
Why Hedge Funds Are Moving More Slowly
Is Onchain Finance Ready for Wall Street?
Stablecoins, Liquidity and Yield Opportunities
Why Fintechs Could Drive Mainstream Adoption
Will Consumers Know They're Using Blockchain?
Why Crypto Focused on Infrastructure First
How Onchain Finance Improves Financial Products
Institutional Adoption in South Korea
Why Tokenized Equities Matter
Are Tokenized Stocks Overhyped?
Wrapped vs. Native Tokenized Equities
How the Tokenization Industry Has Evolved
Why Asset Managers Are Focusing on Distribution
Chainlink's Long-Term Vision
What Will Drive the Next Wave of RWA Adoption?
Fintechs, Stablecoins and New Onchain Demand
Today's episode is with @KarwanLiam05, Head of RWAs at @Chainlink Labs.
3 Key Takeaways:
- Karwan says institutional conversations have shifted: "They know what to do. They know how to do it. And they come to us to know how to do it successfully."
- On how fast this scales: "It's going to be slow, but quicker than we think." He puts the market at roughly $300 billion including stablecoins, compared with $100 trillion in capital markets.
- He calls tokenized stocks "properly hyped" and has a view on wrapped versus natively issued equities.
TIMESTAMPS:
Introduction
What Is Tokenization?
How Tokenization Has Changed in 12 Months
Chainlink's Role in Onchain Finance
What Financial Institutions Want From Chainlink
Why Institutional Conversations Have Changed
Are Tokenization Projects Succeeding?
Simple vs. Complex Institutional Use Cases
The Next Phase of Institutional Adoption
Private Blockchains, Compliance and Interoperability
Why Technology Isn't the Biggest Bottleneck
Making the Business Case for Blockchain
How Quickly Will Tokenization Scale?
The $100 Trillion Capital Markets Opportunity
Why Chainlink Wants to Connect Financial Networks
Which Institutions Are Adopting RWAs?
Why Hedge Funds Are Moving More Slowly
Is Onchain Finance Ready for Wall Street?
Stablecoins, Liquidity and Yield Opportunities
Why Fintechs Could Drive Mainstream Adoption
Will Consumers Know They're Using Blockchain?
Why Crypto Focused on Infrastructure First
How Onchain Finance Improves Financial Products
Institutional Adoption in South Korea
Why Tokenized Equities Matter
Are Tokenized Stocks Overhyped?
Wrapped vs. Native Tokenized Equities
How the Tokenization Industry Has Evolved
Why Asset Managers Are Focusing on Distribution
Chainlink's Long-Term Vision
What Will Drive the Next Wave of RWA Adoption?
Fintechs, Stablecoins and New Onchain Demand
NEW: The @USOCC has finalized its GENIUS Act rules and declined to treat stablecoin rewards offered by exchanges and other third parties as presumed violations.
@KevWysocki, Head of Policy at @Anchorage, said on the show earlier this month that banks’ failure to adopt new technology poses a bigger risk than stablecoin rewards:
"You had a number of community banks coming in to senator offices saying, we’re really concerned about deposit flight in the future because of stablecoin rewards.
I don’t personally think that the evidence in the past has suggested that the growth of stablecoins has led to that.
I get it’s a concern, [but] I think the bigger problem is the failure to adopt new technologies."
The @USOCC just finalized its rule implementing for the GENIUS Act
It takes effect Jan. 18, 2027. More details below👇
Traditional credit markets can involve 12 or 13 intermediaries between lending and borrowing.
@lepsoe, founder of @ETHGasOfficial, calls banking “glorified spreadsheets” and says smart contracts could cut most of those layers.
The catch? Those intermediaries have a financial incentive to stay in the middle.
Talking Tokens Podcast retweeted
NEW: @Injective signs an MOU with @BDACSKorea to bring KRW1, a Korean won-backed stablecoin, to the network.
This would let Korean investors and institutions access onchain markets in their own currency and settle trades directly in won, rather than having to convert to USD stablecoins.
Eric Chen (@ericinjective), Co-founder and CEO of Injective, recently explained on @_TalkingTokens how being onchain changes access to capital:
"The advantage of being onchain is the efficiency gain and also the ease of access to capital. If you want to invest in something, you have to go through a very, very long process filling out all the forms.
Once you’re [onchain], you have access to a very broad plethora of asset offerings. So it’s kind of like a one and done deal.
It’s just about identifying those who are denied or priced out of the traditional infrastructure, [and] bring them onchain."
Talking Tokens Podcast retweeted
"How Injective Is Building Financial Markets Onchain"
A great episode with @ericinjective on @_TalkingTokens
Mentioning the SEC transfer Agent and @injective being one of the only if not the only L1 blockchain that has it
0:08 Covering RWA perps growth
2:09 $215M+ in RWA perpetual volume
& whether perps are the future of RWAS
Eric highlighted the opportunities that assets & business owners have.
> Saying that if you have an interesting asset or a strong business you can just tokenize it, you can raise funding and you will be on chain forever.
Opening the door for an audience that you have never faced before next to a lot of other service providers
Talking Tokens Podcast retweeted
Really fun conversation w @_TalkingTokens thanks for having me on
Today's episode with @Mcdtv, Co-Founder of @inside_r3, dives into:
- How enterprises like Bank of America and Wells Fargo are leveraging blockchain
- Why R3 chose to build on @Solana
- Why fixed income and alternative assets could be tokenization’s next big market
TIMESTAMPS:
00:00 Intro
00:32 How Institutional Blockchain Has Changed
02:55 Why All Markets Will Move Onchain
04:08 Why Todd McDonald Started R3
06:25 Buying Bitcoin in the Early Days
07:37 How R3 Got Major Banks Onboard
09:56 What Crypto Gets Wrong About Banks
12:10 How Banks Are Using Blockchain Today
13:38 Why R3 Changed Its Strategy
14:00 Moving From Private to Open Networks
14:24 Why R3 Chose Solana
16:29 Bringing Corda to Solana
16:52 What Banks Care About in a Blockchain
18:18 What R3 Got Wrong
19:00 Lessons From R3's Early Network Strategy
20:05 Why Open Networks Win
22:05 What's Next for Banks Onchain
23:07 The Opportunity Beyond Tokenized Dollars
24:05 The Trillions in Tokenization
26:17 What Tokenization Actually Means
27:26 Bring the Assets to the Money
27:57 The State of Tokenization
28:57 What Has Changed in Five Years
30:12 What Banks Want From Tokenization
31:04 What's Next for Tokenization
31:59 Todd's Advice for Builders
Watch below or on X:
Would Visa or Mastercard want everyone to see how much money they settle?
@YuvalRooz, co-founder and CEO of Digital aAsset, which builds @CantonNetwork, explains why he sees privacy as a non-negotiable for institutional finance, public companies and payment providers.
We asked @EvernorthXRP's CFO what metric they'll be tracking and looking to increase.
The response: $XRP per share.
Talking Tokens Podcast retweeted
Most blockchains were built years ago on a root design that replicates data to everyone, so privacy has to be added on as an afterthought.
Canton was built the other way, privacy as an inherent property of the chain from the start.
@YuvalRooz discusses with @_TalkingTokens.