Altcoin Daily
Morgan Stanley predicts the tokenization of real-world assets could grow from roughly $40 billion today to between $3 trillion and $10 trillion by 2030, a 75x to 250x expansion. The bank's report puts a $250,000 price target on Ethereum, arguing its network potential is far higher than Bitcoin's because the entire financial system could settle on top of it. The trend is already measurable: RWA market cap has surged from about $50 billion to more than $120 billion, and tokenized equities have grown from roughly 0.15% to over 1% of stablecoin supply.
Why it matters
Tokenization of commodities, stocks, and financial instruments is now legal and regulated, and TradFi giants including NASDAQ, the New York Stock Exchange, and Morgan Stanley have announced tokenized-equity initiatives. DTCC, the clearinghouse that processes quadrillions in transaction value, is preparing its own tokenization service plus a collateral app chain, making any asset in any jurisdiction mobile as collateral at any time of day. When an institution with that compliance standard builds on-chain rails, the shift stops being a thesis and starts being a build-out.
Market impact
Institutional trust currently clusters with Ethereum, with BNB, Solana, Stellar, and Avalanche rounding out the blue-chip tier per the report's ranking. Analysts caution that $100 billion of newly tokenized equities does not translate dollar-for-dollar into token price; the effect flows through network growth, fee burn, and banks distributing crypto wallets to hundreds of millions of clients. The framework gaining traction is deliberately risk-averse: hold a basket of blue chips, Bitcoin and ETH and SOL among them, dollar-cost average through dips, and ride the mega trend rather than picking a single winner.
Frequently asked questions
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How big could tokenization get by 2030?
Morgan Stanley projects the tokenized asset market growing from roughly $40 billion today to between $3 trillion and $10 trillion by 2030, an expansion of 75x to 250x.
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What is Morgan Stanley's Ethereum price target?
The bank's report sets a $250,000 price target on Ethereum, arguing its network potential is far higher than Bitcoin's because the financial system could settle on top of it.
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How large is the real-world asset market now?
RWA market cap has surged from about $50 billion to more than $120 billion, while tokenized equities grew from roughly 0.15% to over 1% of stablecoin supply.
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What is DTCC doing with tokenization?
DTCC is launching a tokenization service that makes any asset mobile as collateral across jurisdictions and custodial systems, with a collateral app chain service to follow.
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Which chains are winning institutional tokenization flows?
The report ranks Ethereum, BNB, Solana, Stellar, and Avalanche as the current blue chips, with institutions trusting Ethereum the most.
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