Bankless Tokenized Stocks: The $100 Trillion Onchain Shift | Ondo Finance Ian De Bode & Nathan Allman
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Sep 11, 2025 Nathan Allman, CEO of Ondo Finance, and Ian De Bode, CSO, discuss the future of tokenized stocks and the impact of blockchain on traditional finance. They describe how tokenized assets enhance accessibility and liquidity, revolutionizing investment markets. The duo also explores the regulatory landscape for digital tokens, the challenges faced by Wall Street, and the benefits of Ondo's wrapper model. With insights into trading innovations, they predict a significant shift towards on-chain assets, paving the way for an integrated digital economy.
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Stablecoins As The Tokenization Blueprint
- Stablecoins proved a blueprint: tokenizing cash showed on-chain global access and permissionless transfer work at scale.
- Ondo and guests argue tokenizing treasuries and stocks naturally follow because settlement frictions are larger there.
Treasuries Offer Yield And Protections
- Tokenized treasuries add yield and investor protections missing from stablecoins, creating stronger product-market fit.
- Ondo positioned treasuries as a wedge to broader tokenized securities and DeFi use cases.
Treasuries As A Beachhead To Securities
- Tokenized treasuries serve as a beachhead into broader securities because they connect existing liquidity and enable DeFi primitives like repo.
- Ondo built Flux and other tooling to demonstrate securities as collateral on chain.