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$230B Tokenization Threat, Institutional Crypto Shifts & AI Infrastructure Rounds
Audio is available on Spreaker — see link below.
Banks face $230 billion in payments revenue at risk as tokenized deposits and stablecoins scale — and 79% are still in evaluation mode. This briefing covers the leader-laggard divide in intelligent money, institutional crypto's shift from allocation to execution, and the AI infrastructure funding rounds redefining data ownership.
Audio is available on Spreaker — see link below.
Two hundred and thirty billion dollars. That's the payments revenue banks stand to lose as tokenized deposits and stablecoins scale across global financial infrastructure.
The gap between banks that are acting and banks that are watching is already measurable. Only twenty-one percent of what the report calls "leader" banks are actively scaling intelligent money instruments.
The question in institutional crypto has shifted. It's no longer whether to allocate.
On the funding side, the pattern this cycle is clear. Capital is moving toward companies that own proprietary data, not just model access.
The metrics worth tracking from here are straightforward. Watch how quickly banks move from evaluation to execution on tokenized deposits, and whether the talent gap slows that transition.
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