Citi has released a report forecasting that the market for tokenized real-world assets will expand from $17 billion today to $5.5 trillion by the 2030s, with a potential optimistic scenario reaching $8.2 trillion. The growth is expected to be driven by three main factors: the integration of tokenization into core trading systems by traditional market infrastructures like DTCC, Nasdaq, and NYSE; the stablecoin market reaching $1.9 trillion, creating approximately $1 trillion in new demand for U.S. Treasuries; and the advancement of the U.S. CLARITY Act providing a clearer regulatory framework.
Citi assumes that by 2030, 10% of the U.S. Treasury market and 3% of the U.S. equity market will be tokenized. Additionally, if 10% of U.S. investors shift to digital trading platforms, it could generate a $2.6 trillion demand for digital stocks. The report suggests that the new and traditional financial systems will operate in parallel for many years, with 'structural coordinators' controlling asset and payment rails gaining a competitive edge.
Citi Predicts Tokenized Securities Market to Reach $5.5 Trillion by 2030s
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