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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Talking Tokens Podcast retweeted
For RWAs to go mainstream, onchain finance has to match TradFi at every level, then do better.
@KarwanLiam05 from @chainlink with @jacqmelinek on @_TalkingTokens on how that gap starts closing:
→ Stablecoins bring the liquidity and demand RWAs need
→ More liquidity fuels more appetite for yield
→ Vaults unlock a new distribution channel
→ Fintechs and brokers are the next short-term step for RWA adoption
LINK it all together, and it sounds pretty MANTLE to us.
Talking Tokens Podcast retweeted
The use cases that succeed with institutions show ROI within 3 to 6 months of production, not ones that require transforming the business first.
That keeps integration cost low enough to prove results early. @YuvalRooz discusses with @_TalkingTokens.
Talking Tokens Podcast retweeted
Chainlink's Q3 update came out yesterday with $140B secured and $15B+ migrating to CCIP with DTCC and Swift on the TradFi side.
"Today they know what to do. They know how to do it," @Chainlink's Head of RWAs @KarwanLiam05 said about institutions on @_TalkingTokens
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
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
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:
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.
Talking Tokens Podcast retweeted
IS TOKENIZATION ABOUT TO ENTER ITS COLLATERAL ERA?
@Citi Research put out a report on @Aave yesterday stating that collateral mobility "may ultimately prove to be one of tokenization's most important use cases"
For those who listen to @_TalkingTokens - this may sound familiar as our guests have said:
- @carlosdomingo of @Securitize called the collateral use case "potentially a huge one"
- @jillfriedman of @symbioticfi told me tokenized assets have to be as usable "as collateral in lending markets"
- @GregoryLBell of @hashgraph said "the value proposition in many ways is collateral mobility"
- @YuvalRooz of @CantonNetwork said "collateral management will probably be the first thing that scales"
...Time will tell!
Talking Tokens Podcast retweeted
Canton differentiates itself through privacy as a prerequisite for institutions moving financial activity onchain, and governance built around their requirements.
@YuvalRooz shares what it takes to bring capital markets onchain on @_TalkingTokens.
Talking Tokens Podcast retweeted
The Canton Network isn’t a solution in search of a problem.
It was built to meet businesses where they are, then solve real problems for them and their users.
Talking Tokens Podcast retweeted
When @tomgregory100, VP of Payments at @Binance, was on @_TalkingTokens back in August, he attributed much of @bstocksfinance growth to financial inclusivity:
"As we unlock these services for everyday payments, everyday financial needs of our users, we’re making it a lot more accessible and unlocking new user demand as well."
.@Binance bStocks hit $1B in just 4 months
Tokenized stocks overall are now nearly $3.5B, up 23% in the last month
So many execs we've featured on @_TalkingTokens or @TokenRelations' State of Tokenization newsletter explained how tokenized stocks were just getting started
Starting to look like they were right
Talking Tokens Podcast retweeted
In case you missed @JcRivera’s interview on @_TalkingTokens great watch, even better to see the excitement from the @evernorthxrp team.
In case you missed @JcRivera’s interview on @_TalkingTokens great watch, even better to see the excitement from the @evernorthxrp team.