Markets: scepticism sets in
Plus - tokenized equities: the hype vs the potential
“You can only come to the morning through the shadows.” – J.R.R. Tolkien ||
Hello everyone and happy Friday!!! Finally!!
I’m keeping today’s email short as I’m sure I’m not the only one of us who’s mentally exhausted.
PUBLISHED IN PARTNERSHIP WITH: ✨ ALLIUM ✨
As traditional finance and crypto converge, trusted data is the missing infrastructure layer. Allium provides this data foundation for teams like Visa, Stripe and Grayscale.
The latest whitepaper published with BCG, Stablecoin Payments: The Truth Behind the Numbers, examines how stablecoins are being used in the real economy today. The analysis estimates $350–550B in on-chain payments in 2025, led by $150–230B in B2B activity, with consumer flows contributing another $200–320B.
If you’re producing institutional crypto research or analytics, start with trusted data. Explore a live demo.
IN THIS NEWSLETTER:
Tokenized equities: the hype vs the potential
Markets: scepticism sets in
Crypto is Macro Now offers ~daily commentary and updates on the overlap between the crypto and macro landscapes. Plus links and more.
If you’re a premium subscriber, thank you!! ❤
WHAT I’M WATCHING:
✨ Use the discount code MACRO for 20% off!
Tokenized equities: the hype vs the potential
My hype aversion was triggered this morning while reading a newsletter from a well-known crypto publication discussing this week’s announcement from the NYSE that it has partnered with Securitize to build its own tokenized securities platform.
Now, this is not exactly market-moving news – we already knew that NYSE was going to build a tokenized asset platform, and Securitize is a logical choice of partner.
That doesn’t stop the hype-masters from taking advantage of the headlines to spout inanities about the soon-to-be-unleashed volumes.
Here’s a sample quote from the newsletter (taken from one of the firms’ podcasts, I presume):
