MoneyNeverSleeps · 2026-06-22 · 15 min
Citi Institute's "Tokenization 2030: Wall Street OnChain" puts a number on it: $5.5 trillion in tokenized assets by 2030. Alejandro Gutierrez, who leads Solana Superteam Ireland and returns for another appearance on the show, joins me to stress-test that forecast - what Citi gets right with DTCC, NYSE and Nasdaq embedding tokenization into core infrastructure, and what we think it misses, including the stablecoin-treasury flywheel, the pressure native issuers like Ondo and Superstate are putting on incumbents, Ireland and Luxembourg's combined funds industry as an underrated jurisdictional play, and why 24/7 markets are really built for AI agents, not retail traders. Read the full report, "Tokenization 2030: Wall Street Onchain," Citi Institute, June 2026: Castle DAO, the Solana builder residency at Slane Castle: Follow Alejandro on X and LinkedIn: Superteam Ireland on X: CHAPTERS 00:00 Cold open - for the agents 00:37 Introduction 01:18 Citi's stated case: three drivers behind $5.5 trillion 02:19 Is public equities at $3.6 trillion an aggressive number? 03:25 Public permissionless vs.
What Crypto Already Solved for Enterprise AI | Rami Akeela | Nera Systems 57 / 100Founder Blind Spots: Hard Legal Lessons From the Edge | Sheila Lynch [EP. 320]The Onramp Bringing TradFi Onchain | Martin Watkins | Montis [EP. 317]From Lean Startup to Incorruptible | Eric Ries [EP. 316]Product Before Token | Sal Ternullo | SVRN + A100x Ventures [EP. 315]