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Azeez Mustapha

Wall Street Shifts From Crypto ETFs to Infrastructure as Tokenization Targets $10–16T by 2030

Wall Street’s focus is expanding beyond spot crypto ETFs toward building on-chain market plumbing, with examples cited including BlackRock developing tokenized products on Solana and Ethereum and Visa moving USDC settlement from pilot to production. The piece argues tokenized real-world assets could reach $10–16 trillion by 2030, while prices referenced include Bitcoin near $73,000, Ethereum below $2,100, and Solana at $82. It also notes positioning signals such as Strategy holding 843,738 BTC and Tom Lee allocating $230 million to Ethereum at multi-month lows.
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