The Brave Technologist The $500 Trillion Opportunity: Tokenizing the Real World
11 snips
Nov 12, 2025 
Juan Leon, Senior Investment Strategist at Bitwise Asset Management, dives into the growing institutional embrace of Bitcoin and Ethereum. He discusses how ETFs are revolutionizing access for institutions, with a focus on the soaring $500T opportunity in real-world asset tokenization. Leon highlights the rise of Ethereum treasuries as potential income generators for traditional investors. Plus, he predicts a significant shift towards on-chain finance that could redefine corporate treasuries and payment systems.
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Institutional Demand Is A Structural Wave
- Institutional adoption of Bitcoin and Ethereum is becoming a structural demand wave driven by ETFs and corporate treasuries.
- This adoption is outpacing current supply, creating sustained upward pressure on prices.
Tokenization Moving From Pilot To Production
- Tokenization is moving from pilots to production at large asset managers and infrastructure providers.
- The tokenized funds TVL sits near $25 billion against a $500 trillion addressable real-world asset market.
Use ETFs To Onboard Institutional Investors
- Use ETF wrappers to enable institutional access to crypto assets while satisfying compliance needs.
- ETFs remove prior barriers and have accelerated institutional onboarding to Bitcoin and Ethereum.