Citi Says $5 5 Trillion Moves On Chain by 2030 Almost Nobody's Watching
In this commentary, the speaker highlights Citi’s projection that the tokenized asset market will surge from $17 billion to $5.5 trillion (or $8.2 trillion in a best‑case scenario) by 2030. He notes that the current $17 billion figure already tripled in a single year, driven largely by tokenized U.S. Treasuries and money‑market funds, which together account for over 55 % of the market. The stock market, still largely untokenized, is presented as the next massive growth area. The speaker argues that institutional infrastructure changes—specifically the integration of tokenization by the DTCC and NYSE—will shift the full weight of American financial power onto blockchain, fundamentally altering global finance. He also cites stablecoin forecasts of $1.9 trillion by 2030, which could generate roughly $1 trillion of new demand for U.S. government bonds. Using examples like SpaceX’s tokenized transaction volume, he frames the coming wave as a “tokenization bubble” akin to the dot‑com boom, urging listeners to position themselves to profit from the anticipated flood of income into cryptocurrency and tokenized assets.
