Live From DAS: Tokenizing the World - Institutions Enter the Arena | Carlos & Marc
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I was listening to a talk on the first day about outperforming illiquid token markets, but one of the panelists were arguing that the opportunity is actually coming in could come in more from public equities who utilize blockchain technology on the background. So I do think there is some risk that and let's just I'm gonna use the word web two, even though you hate it. There's a risk that web two comes and, you know, eats our proverbial lunch in a sense that they, you know, they just use all of the decades work of open source free technology that we built. The board tweet. Yes.
Nothing said on Xerox Research is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Boccaccio, Ryan, and our guests may hold positions in the company's funds or projects discussed. What's up, guys? Welcome back to another episode of Xerox Research Today. We're live at DAS right after the Trump talk to chat with Carlos and Mark. Thanks for coming on, guys. Well,
you kinda forced me to be here. So
Yeah. We didn't know we were doing this, but, like It'll be fun. Pleasure
to be here. You guys are both very tokenization and real world asset focused. I would say it's much more relevant that you guys are here as opposed to me. What do you think is the takeaway for you both in terms of institutional adoption, in terms of tokenization, in terms of real world assets? Mark, you can start off maybe with ETF stuff, asset issuance, asset management. What do you think?
I think well, I mean, it it's a good time to be talking about ETFs. We had, like, five weeks of straight outflows, but I think this week, I think I saw over $500,000,000 in inflows just into the Bitcoin ETFs alone. So very happy to see that in around. Largely, I think tokenization. You know, I'm walking around talking to some people here, and it's becoming a more a a topic that people are more interested in these days, and they're actually asking a lot more technical questions than they were a couple of years ago. So, I mean, we then there's other talks today that are going to get dive into th
Anything to add, Carlos?
Yeah. I think, like, outside of stablecoins, just moving into the data, tokenization is really small today, like less than $20,000,000,000 in assets tokenized. Most of it is concentrated just in private credit and, like, US treasuries. Like, I would say, like, 90% of it. So when you look forward, I think the biggest issue we have right now is regulatory, not technological. I think the foundations are there for tokenization. But the biggest issue is, like, what are the right regulations to, like, enable on chain asset issuance because what you have right now is basically legacy rails, and then
makes sense. I have two questions about this. One, why is it mostly private credit? Because I've heard this from both of you before. What what why aren't we getting other forms of real world assets on chain? I
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