Strategic allocation in blockchain infrastructure enabling real-world asset tokenization, targeting protocols for compliant issuance, pricing, and settlement amid projected market growth to $10T by 2030.
As global regulators embrace asset tokenization frameworks, infrastructure providers bridging traditional finance with blockchain networks stand to capture exponential value. This strategy targets protocol layers essential for scaling real-world asset markets through 2030.
Context
Recent regulatory milestones like Brazil’s DREX digital currency framework and Dubai’s tokenization laws mirror 2017’s Ethereum infrastructure build-out phase. The RWA sector has grown 47% YoY since 2022, with $310B in assets now tokenized globally.
Strategy Explanation
Focus on three infrastructure layers: 1) Security token protocols (Polymesh), 2) Compliance middleware (Securitize), and 3) Regulated custody solutions (Fireblocks). These form the ‘picks and shovels’ for institutional adoption comparable to DTCC’s 1973 market infrastructure revolution.
Token Targets
- Core Protocols (50%): POLYX, ONDO, CFG
- Middleware (30%): LINK, HBAR, SEC
- Custody Solutions (20%): FIRE, ANCHOR
Expected Returns & Risks
5-8x ROI by 2027 assuming 1.5% capture of $10T RWA market. Primary risks include regulatory fragmentation (mitigated via FATF-compliant chains) and smart contract failures (offset by enterprise-grade audits).
Exit Signals
- $500M TVL in sovereign debt tokenization
- $2B market cap for top custody providers
- Strategic acquisitions by TradFi institutions (30%+ stake thresholds)
