Today Outlier Ventures published a thoughtful report on tokenization, ‘Beyond the hype of Real World Assets‘ (RWA). The authors believe industry estimates of a $10 – $15 trillion total addressable market (TAM) for tokenization by 2030 are on the low side.
They note that most estimates use a percentage of market values – such as the bond or real estate – based on current growth forecasts.
If there’s better price discovery enabled through tokenization, then the values of those assets will rise.
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