ARK Invest put its Venture Fund onchain via Securitize. Tokenization didn’t magically make it liquid. You’re holding the exact same assets (OpenAI, Anthropic, Databricks) under the same rules. The win isn’t liquidity, it’s distribution. Onchain rails make global access simpler, and that’s what compounds.

A CoinShares survey of 2,230 high-net-worth investors across seven major economies found that most already hold digital assets, with crypto accounting for an average of about 10% of their portfolios. The majority of current investors also plan to increase their crypto allocation by 2026. The percentage of digital asset ownership ranges from 54% in Sweden to around 70% in the U.S., U.K., Germany, and Switzerland. Among those currently investing in crypto, at least 85% in five of the seven countries say they intend to increase their investment in 2026, rising to 91% in the U.S., U.K., and Germany. The primary reasons for investing are long-term price appreciation and portfolio diversification, while speculation ranks lowest. Bitcoin remains the most popular digital asset, held by approximately 80% of crypto investors. Seventy-seven percent believe Bitcoin will play a significant role in the global financial system, and 79% support stronger regulation of digital asset markets. Younger investors tend to allocate a higher proportion of their assets to digital assets than older groups across all seven countries. Meanwhile, about four in ten investors in Switzerland, France, the U.S., and Germany who work with financial advisors believe their advisors are overly cautious toward crypto.

For Solana to win over Asian institutions, it may first need to succeed in technology procurement rather than social media debates. Nodit’s inclusion in the SDP is worth examining from the perspective of institutional needs. ① On September 30, Nodit announced its integration into the Solana Developer Platform, positioning itself as the platform’s first RPC provider serving the Asia-Pacific region. It offers services essential for institutional blockchain access, including nodes, historical data, event monitoring, and托管 validators. ② For banks and payment companies, RPC is not a discretionary development plugin. The ability to submit transactions, reconcile data, and trace anomalies directly impacts core business operations; a single service outage can escalate into issues with fund handling and audit processes. ③ I believe the significance of such partnerships lies in reducing the cost for institutions to piece together infrastructure. Having a single entry point to find vendors that meet procurement criteria is closer to the actual decision-making process of enterprise projects than claims like “we have high TPS.” ④ However, a vendor’s client list cannot be directly interpreted as proof that exchanges and banks are already using Solana. Official announcements also label certain data APIs as “coming soon”; security certifications describe control processes, not guarantees against downtime or data errors. My own view: Institutional adoption is a series of unglamorous engineering and procurement decisions. This update deserves attention on our radar, but I’ll be evaluating service availability, data integrity, and real-world production use cases—not merely counting new “partnerships.” @Solana_zh @solana @NoditPlatform

Franklin Templeton's Seth Ginns says digital asset investing is heading toward sector specialization. Within a year or two, he expects funds to hire analysts who know healthcare, consumer, or AI inside out on top of the onchain side. The winning edge, he says, will come from understanding the end market and which businesses use these rails to grow.

GM! Feels like @turtledotxyz is entering a new phase 👀 Over the past few weeks, the team has been steadily expanding the narrative from DeFi liquidity → distribution → institutional capital. Token2049 is still underway. Today is Oct 7. And this might be where those pieces start coming together. Keeping Turtle high on my radar today. Something big is coming 🐢

🤔 In five days, how can you truly mine your own “gold” from the vast information marketplace that is TOKEN2049? TOKEN2049 is not just a conference. It’s more like a massive information exchange market that opens for only a few days each year. Tens of thousands of people from around the world come to Singapore, bringing projects, capital, ideas, information, and ambition—to trade what they hold with others. But after five days, some leave with a stack of business cards, some with a pile of photos, some with memories of parties. And some? They truly mine the gold. @joezhoublack has attended TOKEN2049 Singapore for four consecutive years, evolving from initial confusion to now knowing exactly what’s worth attending, who’s worth meeting, and what conversations are worth having. If he could go back and prepare for his first TOKEN2049, here are the ten things he’d do ahead of time. *Image: An event hosted by Base during TOKEN2049 2024*

Myth: banks will wait for final stablecoin rules before building on tokenized rails. Last month, BMO, CIBC, National Bank, RBC, Scotiabank, and TD announced a joint tokenized Canadian dollar deposit effort, and The Clearing House selected Quant for its US network.