Tokenization’s Future Hinges on Unified Infrastructure
Tokenization of real-world assets is booming, reaching a $23 billion valuation in 2025. however, its success depends on robust infrastructure. Major players like Coinbase, JP Morgan, and Citi are piloting tokenization. Yet, their efforts are fragmented.
Liquidity gaps and inconsistent infrastructure threaten the World Economic Forum’s $4 trillion projection for tokenized assets by 2030. Despite progress,the market remains siloed. For instance, coinbase filed with the SEC for tokenized equities, and JP Morgan executed $500 million in tokenized Treasury trades. But without cohesive systems, growth could stall.
Strategic alliances, such as Chainlink with DTCC and Securitize with Ethena, show promise. But they risk creating dependencies without true interoperability. The real breakthrough requires a unified, end-to-end infrastructure. This includes custody, compliance, and liquidity.
Without a unified infrastructure, the market risks fragmentation and monopolization. Strategic partnerships are crucial, but they must led to long-term strength, not reliance. The EU’s Markets in Crypto-Assets Regulation aims to maintain fairness. The industry must prioritize openness and infrastructure diversity.
Tokenization needs a full-stack infrastructure that integrates custody, compliance, issuance, settlement, privacy, and liquidity. Early platforms like Securitize offer lifecycle management tools,but more aspiring,end-to-end architecture is needed. Interoperable systems must meet institutional-grade requirements at scale.
To unlock tokenization’s full benefits, builders must stop working in silos. The winners will be those who build durable, interoperable, and inclusive infrastructure.The $4 trillion potential depends on cohesive infrastructure that unifies custody,compliance,privacy,and liquidity. The future lies in interoperable systems that reliably, securely, and compliantly meet institutional-grade requirements. The real opportunity is in building systems that avoid power imbalances. The winners will be those who build durable, interoperable, and inclusive infrastructure.
