Grayscale Foresees 1,000x Growth in Tokenized Asset Market by 2030
Grayscale's "Digital Assets Outlook 2026" report projects a seismic shift in global finance, with tokenized assets poised to grow from 0.01% of traditional market capitalization today to potentially 10% by 2030. The $10 trillion opportunity stems from blockchain's ability to unlock liquidity in historically illiquid assets like real estate and private equity.
Regulatory clarity in key markets, particularly the U.S., serves as the primary growth catalyst. The SEC's approval of spot crypto ETPs in 2023 created a blueprint for institutional adoption, while 2024's stablecoin legislation provided further infrastructure for asset tokenization. Market infrastructure is maturing in tandem - Grayscale notes trading volumes for tokenized Treasuries grew 780% year-over-year through Q3 2025.
Traditional finance giants are increasingly bridging the gap. BlackRock's recent $500 million commitment to tokenized money market funds signals growing institutional conviction. "This isn't speculation - it's financial infrastructure being rebuilt," remarked Grayscale's head of research in the report. The analysis suggests 60% of tokenization growth will come from existing assets rather than new issuance.