Will Tokenization Take Over Wall Street in 2025 : Twitter Spaces Recap Ep.1

5 min read1 day ago

On January 8th, 2025, Valuit hosted a Twitter Spaces discussion featuring industry leaders in the tokenization and real world assets (RWA) space. The session focused on exploring the future of tokenization, its impact on Wall Street, and the role of emerging markets in driving adoption.

Projects and Speakers on the panel

Valuit: Kevin Cafeo (Co-Founder & CEO)
Valuit is the worlds first comprehensive RWA ecosystem providing compliant tokenization services; creating scalable and equitable accesibility to financing opportunities for asset owners, and enabling a broad spectrum of users to invest in asset classes through a compliant and abstracted interface.

Defactor: Anastasia (Head of Growth)
Defactor is a platform that bridges the gap between traditional finance and decentralized solutions by enabling real-world asset (RWA) tokenization. Their comprehensive toolkit supports the entire RWA lifecycle, from creation and issuance to monitoring and reporting, unlocking new financial opportunities and global participation.

Estate Protocol: Abhinav Kumar (Co-Founder & CMO)
Estate Protocol is a blockchain-powered platform designed to revolutionize the real estate industry by enabling seamless tokenization of real estate assets. It simplifies asset management, increases liquidity, and provides global accessibility, transforming how properties are owned, traded, and invested in the digital age.

RWA World: Tyler Sherwin (Co-Founder & CEO)
RWA World is your go-to platform for actionable intelligence on tokenized assets, tracking over 400 entities. It provides a comprehensive database, expert analysis, and real-time insights into RWA tokenization trends. By combining expertise in traditional finance and blockchain, RWA World empowers institutions and investors with tools and research to navigate the convergence of traditional and digital asset markets.

Assetlink: Artem Mikheev (BDM)
RWA DePIN AI is revolutionizing the $5+ trillion market by merging real-world asset (RWA) tokenization with DePIN (Decentralized Physical Infrastructure Networks) and AI technologies. Operating on platforms like Base and Skale Network, AssetLink aims to build the investment ecosystem of tomorrow with cutting-edge solutions, paving the way for efficient and transparent asset management. Their platform integrates advanced tools such as ASET, InspectPro, and Linka, promising innovation in the RWA space.

TreasuryX: Bundeep Rangar (CEO)
TreasuryX is focused on building the infrastructure for a decentralized stablecoin future. By introducing an innovative “yield layering” approach, TreasuryX aims to enhance CeFi yields through a unique three-token model. The platform integrates real-world assets (RWA) to ensure transparency and reliability, making it a key player in reshaping stablecoin and RWA tokenization.

Key Discussion Topics:

The evolution of tokenization in traditional finance
Infrastructure development and regulatory progress
Emerging markets as catalysts for adoption
Challenges and opportunities in RWA liquidity
The intersection of stable coins and real estate tokenization

Segment 1: Infrastructure and Emerging Markets

Q1: How does Defactor ensure reliable infrastructure for regulated assets on chain?

Key Takeaway from Anastasia (Defactor): Infrastructure development for regulated assets requires a multi-faceted approach focusing on compliance, transparency, and seamless integration. Defactor provides comprehensive tools including:

Integration with various AML/KYC providers
Customizable templates for different asset classes
Support for institutional-grade token standards (ERC-3643)
Complete data capture for asset origination and documentation
Seamless connectivity with compliance tools for proper distribution

Q2: What are the key trends in customer adoption across different regions?

Insights from Anastasia: While developed markets focus on efficiency gains in traditional financial products, emerging markets show stronger demand for accessible investment opportunities. Key observations include:

Higher demand in Latin America, Southeast Asia, and MENA regions
Focus on tangible assets like real estate and precious metals
Growing interest from traditional institutions in emerging market opportunities
Need for improved financial infrastructure in developing regions

Segment 2: Real Estate Tokenization and Market Access

Q1: How does AssetLink approach real estate tokenization and user experience?

Key Points from Artem(Assetlink):

Platform development focuses on user-friendly real estate tokenization
Global presence across Portugal, Dubai, UK, and US markets
Integration with MICA regulation for enhanced compliance
Innovative approaches to real estate monetization without full asset sales
Focus on early participant benefits through staking mechanisms

Q2: What role does market intelligence play in tokenization adoption?

Insights from Tyler(RWA World):

Weekly newsletter providing industry insights and developments
Database tracking over 425 RWA projects across various asset classes
Focus on bridging information gaps between traditional finance and crypto
Development of specialized data feeds for asset verification
Collaboration with major players like Van Eck for research and education

Segment 3: Stable Coins and Real Estate Integration

Q1: What role do tokenized assets play in stable coin adoption?

Key Points from Bundeep(TreasuryX):

Integration of yield opportunities within stable coin ecosystems
Flexible underlying asset selection based on risk appetite
Focus on transparency and credit assessment
Development of diversified asset baskets
Innovation in stable coin governance and minting processes

Key Takeaways for 2025:

Regulatory Progress: The US market shows promising signs of favorable regulatory developments, potentially accelerating institutional adoption.
Liquidity Solutions: The industry is actively working to solve liquidity challenges through:

Development of secondary markets
Integration with DeFi lending protocols
Creation of new trading venues

3. Market Education: Continued focus on education and awareness to bridge the gap between traditional finance and tokenized assets.

4. Infrastructure Development: Ongoing improvements in:

Data validation and oracle services
Compliance and regulatory frameworks
Asset tokenization platforms

Ending Note

The consensus among participants was clear: 2025 will be a transformative year for tokenization. With Bitcoin crossing the $100,000 mark and favorable regulatory developments in the US, including changes in SEC leadership, the stage is set for widespread adoption of tokenized assets.

The industry is actively addressing key challenges, particularly around liquidity and market access. Solutions are emerging through various approaches, from dedicated secondary markets to integration with DeFi protocols. The focus has shifted from proving the concept to scaling the infrastructure and improving user experience.

Perhaps most importantly, the conversation highlighted how tokenization is becoming the bridge between traditional finance and the digital asset world. As Kevin Cafeo concluded, RWAs represent the stable, long-term growth opportunity that institutional investors seek, potentially becoming the backbone of crypto portfolios in 2025 and beyond.