Beyond the Digital Copy: What's Next for Tokenization? Our research team developed a new index of 593 assets across a $320B market that reveals how far onchain finance still has to go. Access the full report here: panteracapital.com/state-of-token…

@PanteraCapital "Most tokenized assets exist as wrappers than as productive financial building blocks" this is a crucial point to highlight, I also covered it here extensively here a few weeks ago x.com/lex_node/statu…

"The wider path uses tokenization to build new distribution channels and new revenue streams" - yes, and that’s also why onchain private credit thrives - it makes institutional credit accessible to capital pools and market participants that traditional infrastructure struggles to serve

@PanteraCapital Amazing report, kudos to the team behind it. This is what Symbiotic is building: real-time coordination, programmable security, and modular infrastructure for next-gen on-chain finance. Capital that never stops earning — coordinated in real time.

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Pantera’s report validates the core TrustLogic thesis: Tokenization is moving from wrappers to native functionality. The next phase is enforceable assets: compliance, transfer restrictions, royalties, usage rights, and revocation that persist after transfer. That’s the shift from tokenized ownership to asset-level enforcement. TrustLogic.

@PanteraCapital This is pointing at a key reality in tokenization: the market is already large in value, but still fragmented in structure and observability

On-chain finance represents the true alpha. The outsized returns will accrue to natively onchain primitives that leverage crypto as a superior infrastructure layer—think automated private credit with real-time yield tranching, AI agents executing autonomous strategies, and beyond.

@PanteraCapital building the rails to the tokenization era!

@PanteraCapital 👀

@PanteraCapital real value comes when flows meet rails slowly

@PanteraCapital trillions.....

@PanteraCapital a $320b market is still just the tip of the iceberg for 'what's next'. the real unlock is when institutional liquidity moves onchain, not just more digital copies. built rwa rails.

@PanteraCapital Pantera capital cant find the time to respond to submissions .needs to remember the guy trying to make a break into this world . Kiss my ....

@PanteraCapital Tokenization is cool, but the alpha is in liquidity plumbing. Most “assets” trade illiquid and reprice off rates, so watch spreads and redemption terms on $ETH and $USDC wrapped exposures.

@PanteraCapital Tokenization is cool, but the edge is in liquidity and rails, not catalog size. Which segment is the index overweighting, and do they map actual $USD flow to custody, settlement, and fees?

@PanteraCapital Great report 🚀 really shows how early we still are in onchain finance. Worth the deep dive 👀