
|l Making Enterprise Blockchain Research Funl| @CrusadersGroup l| NFA l| All my Content ⬠l|
The Tokeniced Economyā
Joined January 2020
- Tweets22.9K
- Following599
- Followers66.5K
- Likes41.2K
š„Tokenicerā²ā„⬢ retweeted
š„Things on $XLM have been... Interesting
⢠DTCC says Stellar passed test w "flying colors"
⢠Janus Hederson picks Stellar for Nasdaq fund
⢠Successful test of 7 Mil payments per second
⢠Securitize & Archax expand RWAs on Stellar
⢠PYUSD 30 day vol on Stellar up over 1500%
⢠USDC 30 day vol on Stellar up over 75%
⢠Average daily active addresses up 49.5%
⢠Spiko Amundi fund up 27% over 30 days
I don't have to tell you that NONE of these are small scaled developments whatsoever.
They all tie around the bigger institutional picture
Tokenized assets and tokenized money.
And now as Stellar Meridian's happening with
⢠DTCC
⢠MoneyGram
⢠Franklin Templeton
⢠WisdomTree
⢠US Bank
⢠State St
⢠BVNK
And many other leaders in finance,
I'm sure that MORE IS COMING
We're seeing tokenized financial assets
We're also seeing tokenized bank money
What's next?
Tokenized assets working w tokenized money
That's where $QNT x Murex already planned ahead
And that's just the start of the cross tokenization harmony we're soon to see.
If it wasn't already obvious... Institutional adoption is OFFICIALLY here.
š„Things on $XLM have been... Interesting
⢠DTCC says Stellar passed test w "flying colors"
⢠Janus Hederson picks Stellar for Nasdaq fund
⢠Successful test of 7 Mil payments per second
⢠Securitize & Archax expand RWAs on Stellar
⢠PYUSD 30 day vol on Stellar up over 1500%
⢠USDC 30 day vol on Stellar up over 75%
⢠Average daily active addresses up 49.5%
⢠Spiko Amundi fund up 27% over 30 days
I don't have to tell you that NONE of these are small scaled developments whatsoever.
They all tie around the bigger institutional picture
Tokenized assets and tokenized money.
And now as Stellar Meridian's happening with
⢠DTCC
⢠MoneyGram
⢠Franklin Templeton
⢠WisdomTree
⢠US Bank
⢠State St
⢠BVNK
And many other leaders in finance,
I'm sure that MORE IS COMING
š£DTCC Tokenization is now official
We've seen public DLTs listed such as XLM, ONDO, LINK CC & more.
Few realize the $HBAR & $XDC ties
We just saw Hedera added to DTC Services today
XDC's listed on DTCC supported DLTs
But there's more to the story
This all centres around Securrency.
This is a firm that had partnered with BOTH Hedera and XDC Network back around late 2022.
Fast forward a year and DTCC acquired Securrency in Dec 2023...
Right around when institutional tokenization began to become a real topic.
Additionally, take a look at what Don Doney, former Securrency CEO & current DTCC Digital Assets CTO said about XDC:
"Securrency & XDC Network have put a serious marker down in terms of innovation within the space"
The acquisiton of Securrency by DTCC has become DTCC Digital Assets in itself.
The release we're seeing now is huge,
But it's just step 1 of a much bigger multi-chain future.
The Clearing House, which settles ~$2T/day across top US banks are stepping into tokenized deposits
DTCC, which clears $15T/day across US capital markets are now officially tokenizing assets
Things are moving FAST from here
QUICK TOKEN UTILITY RANTāāā
Is token utility important to a protocol?
Yes, most tokens should serve some form of essential use case to a network
Is utility why coins go up in a bull run?
ABSOLUTELY NOT
Hereās a harsh truth about crypto today
99% of token runs are made purely on 2 specific factors
NEITHER is token utility
1. Speculation with narratives
2. Market makers driving liquidity
Thatās it.
Sure, there might be some cases like burns, buybacks etc that help a little.
But to assume utility will drive a 200%+ run up is ridiculous
Do you realize how early digital assets as a whole still is?
Institutions aren't going to be accumulating these "high-risk" assets on their balance sheet yet.
Do they believe in them long term?
Probably, that's why they're rolling out products around digital assets
But at the end of the day, when you're managing millions, or billions, or in some cases trillions...
You have parameters that prevent you from "aping" into higher risk assets.
Crypto is still a relatively tiny market
We've seen how just a bit of bull run euphoria capital can have alts doing 3x, 5x, 10x, etc.
And THIS is why we need to stop confusing price with token utility.
A 5x doesn't mean 5x more network adoption.
Just like a 70% crash doesn't mean its technology is 70% less useful.
The early Dot Com era didn't make sense either.
Again... This doesn't mean utility is irrelevant, especially in the long run.
If anything, utility becomes MORE important as this industry matures.
As institutions move from pilots to live...
Real network usage at scale could begin driving sustained token demand.
For now, enjoy the speculation
Because one day when crypto is fully regulated, we'll probably see much more contained capital.
A mature market without random 5-10x spikes across random coins during random times.
Crunching Numbers Behind The Clearing House
Target: On-Chain Money Initiative
Solution: $QNT Overledger
TCH: $2T Settled/Day
Involved Bank Deposits:
J.P. Morgan: $2.78T
Bank of America: $2.04T
HSBC: $1.84T
Citi: $1.51T
Wells Fargo: $1.5T
Santander: $1.29T
TD: $899B
BMO: $726B
US Bank: $532B
PNC: $466B
Truist: $413B
BNY: $335B
Fifth Third: $239B
Huntington: $225B
Citizens: $185B
Keybank: $154B
Regions: $130B
COMBINED TOTAL DEPOSITS: $15.3T
Remember, TCH's On-Chain Money Initiative is towards TOKENIZED BANK DEPOSITS
Exactly the metric being tracked here
Can we expect 100% of these deposits to come on-chain once the platforms built?
Obviously not, it'll be progressive.
But looking at the serviceable market gives us a good insight on what they're building towards.
š„Ecosystem Updates on $XDC is LIVE
In this 45 min long Deep Dive I uncover:
⢠How XDC differs from other L1s
⢠AI/Agentic Payments on XDC
⢠Trade finance tokenization
⢠SBI x XDC Partner Growth
Take a look at the previewš
There was a LOT to uncover with all that's going on with @XDCNetwork lately
Make sure to catch the full 45 min breakdown!
š: youtu.be/7JWkYH_S7fk
š¤ Made with AI
š¦BIS Advisor recognizes 2 tokenized deposit $QNT is CONFIRMED orchestrating
ā
UK GBTD
ā
TCH OCMI
We also see both DCJPY & Hangang in Korea.
Hangang = Confirmed SATP use
DCJPY = Dentsu Soken x Quant ties
Reminder Quant has their own ties w BIS thru work like Project Rosalind rCBDC & Bank of England Sync Lab
Quant is building on the right side towards the Future of Money on-chain
š„Tokenicerā²ā„⬢ retweeted
CONFIRMED Government Ties on $XDC
UK- First ETDA compliant trade w Lloyds
China- EU x China trade w Enigio x TradeGo
Abu Dhabi- XDC tested in ADGM RegLab pre launch
Dubai- DMCC backs ComTech gold tokens 1:1
Japan- Osaka Perfecture involved in SBI XDC
Tanzania- Zanzibar National Sandbox on XDC
World leaders recognize trade finance is coming to DLT
And they're preparing for it accordingly.
It's no coincidence that XDC, a trade focused DLT... Is being adopted for these same govt purposes.
Knock knock...
$QNT coming to banking infrastructure near you
Looks like Japan's next
REAL-WORLD DLT UTILITY DATASETāā
Connect TradFi giants to DLT infra?
Look at $QNT x GBTD & TCH
Institutions building trust in AI?
Look at $HBAR EQTYLabs
Trade finance on-chain?
Look at $XDC RWA x AI Agents
Institutional stablecoin deployment?
Look at $XLM use by US Bank
Blockchain institutions build on?
Look at $CC for HSBC Orion
Tokenizing treasuries & stocks?
Look at $ONDO Global Markets
Digital assets for settlement?
Look at $XRP use by SBI Remit
Real world data on blockchain?
Look at $LINK CRE used by DTCC
Government services on-chain?
Look at $AVAX use across UAE
Quantum resistant blockchain?
Look at $ALGO cited by Coinbase/Google
Immutably logged supply chain data?
Look at $IOTA across TWIN/TLIP/ADAPT
šļø"It has to be very specific linked & ORCHESTRATED with traditional money movement"
The Clearing House's SVP of Product Strategy on Tokenized Deposits
TCH has $QNT as their "orchestration layer"
Now they're publicly mentioning the importance of legacy to DLT interoperability here.
It simply makes sense when you zoom out.
TCH clears ~$2 Tril per day across the largest US financial institutions.
They are critical "traditional money" infrastructure
As so, they must operate with the future of DLT.
Quant's the exact solution to LINK & ORCHESTRATES traditional & digital to work togetherā











