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🌐⛓️ Tokenize the World
We've entered a global race to tokenize money and capital markets.
How should investors think about this transition?
⛓️The Shift
• Financial assets are migrating to blockchain rails because tokenized assets are cheaper to operate
• The cost advantage applies at every layer of the financial stack
• The addressable market is all financial assets, across every jurisdiction
🏁 The Race
• Nations that tokenize their money and capital markets can gain access to cheaper sovereign debt and a lower cost of capital for their companies
• The United States is trying to build a dominant position through regulation (Genius & Clarity)
• Every other major economy is now accelerating to avoid falling behind
💰 The Opportunity
• Blockchains and tokenized asset issuers are private operators building Internet-scale, public financial infrastructure
• Government-industry alignment (and backing) is increasingly explicit and accelerating
• The winning blockchains and issuers could grow into the world's most valuable businesses over the coming decade
A development to follow 👇

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