A new Grayscale Research thesis is becoming viral due to the fact that it quantifies a colossal change in a simple number. Even tokenized assets currently remain small, currently about 0.01 percent of the global equity and bond market value, although Grayscale projects a 1,000x growth by 2030 would be unsurprising.

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That is not a meme prediction. It is an algorithm to comprehend the origin of the onchain demand in the coming decade.

Wrapping real world financial assets into blockchain based representations is called tokenization and can be issued, held, transferred, and settled programmably. When this market expands even to such an extent that Grayscale is concerned, it will not only be the issuers who benefit. The winners will be the chains and middleware that is adopted as the settlement layer to these instruments.

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The value accruing to blockchains that do tokenized asset transactions and the applications that underlie them are explicitly referenced by Grayscale. This is the reason why the discussion soon shifts to Ethereum, BNB Chain, Solana, and Avalanche as possible highways to be used to make transactions, and to Chainlink as the information backbone that enables real world assets to be used onchain with validated pricing and reference data.

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The timing is important. The institutional adoption has transferred to the pilot to the product launches. In the case of tokenized funds, to illustrate, large banks are now releasing tokenized fund funds, and it is an indication that this concept of tokenization is no longer a theory in distribution.

It is not the 1,000x headline that should be taken away. It is the direction of travel. Finance is getting pushed towards 24 7 markets, instant settlement, global access and programmable compliance brought about by tokenization. When this future happens, blockspace and oracle infrastructure demand is structural, not cyclical.

Assuming that tokenized assets do, in fact, scale to tens of trillions, which chain do you believe will become the default settlement rail, and why?

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