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BlackRock

12 pieces · May 2022 to Jan 2026 · 2 flagship

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RWA7 Stablecoins5 Macro4 DeFi3 Tokenized stocks3 Regulation3

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Start here · the strongest pieces on BlackRock

Article28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.Article24 Jul 2024The State of RWAs: A Multi-Trillion OpportunityLong-form tour of onchain RWAs by category: stablecoins, treasuries ($1.9B), private credit ($8.4B active loans), bonds, commodities ($890M) and stocks ($6M). Ends with an endgame thesis of chain-abstracted, agent-driven access to tokenized assets.Market take18 Nov 2024BlackRock BUIDL on Aptos and the tokenized treasury marketBUIDL (>$540M market cap, >$514M on Ethereum) is landing on Aptos. Tokenized treasuries total $2.37B onchain with >$1.6B on Ethereum; argues Aptos is positioned to take share thanks to MoveVM parallel execution and Move's safety features.

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2026 1

27 Jan 2026Machines & Money: how Web3 flattens the world of moneySummarises an A1 Research issue arguing blockchains are the foundation for open internet money: stablecoin payments, x402 agent commerce, neobanks bridging TradFi and DeFi, and tokenized capital markets.BreakdownStablecoinsRWADeFi

2025 2

28 Oct 2025Edel Finance: cracking open Wall Street's $10 billion honey potArgues Edel can redirect securities lending revenue to asset owners by running an Aave V3 fork for tokenized equities on Ethereum. Covers supply and borrow sides, risk architecture and why capturing a small share of the market would be large by DeFi standards.ArticleTokenized stocksDeFiRWA

23 Oct 2025TL;DR of a16z State of Crypto 2025 reportCondensed key figures from a16z's report: $4T market cap, $175B in BTC/ETH ETPs, stablecoins at $250B, Hyperliquid and Solana capturing 53% of real economic value, RWAs at $30B, and rising privacy and quantum concerns.DataMacroStablecoinsRWA

2024 7

18 Nov 2024BlackRock BUIDL on Aptos and the tokenized treasury marketBUIDL (>$540M market cap, >$514M on Ethereum) is landing on Aptos. Tokenized treasuries total $2.37B onchain with >$1.6B on Ethereum; argues Aptos is positioned to take share thanks to MoveVM parallel execution and Move's safety features.Market takeRWAL1/L2

04 Oct 2024Aptos and Franklin Templeton's onchain money market fund FOBXXFranklin Templeton expanded its OnChain U.S. Govt Money Fund (FOBXX, $440M across chains) to Aptos as the chain's TVL passed $1B. Argues Move's security and performance suit tokenized assets, citing $16.1T projected tokenization by 2030.BreakdownRWAL1/L2DeFi

18 Sep 2024FOMC preview: 25 vs 50 vs 75bps and historical returns after first cutsPre-FOMC analysis arguing stocks historically respond well to first rate cuts if there is no recession and poorly if there is, with July 2019 as the exception. Sees 25bps as bullish and 50bps worrisome.Market takeMacro

17 Sep 2024Fed rate cut size and market reaction: why 25bps beats 50bps or 75bpsArgues a 25bps cut is the bullish outcome while 50bps or 75bps risks being read as panic over a recession. Cites historical panic cuts as negative at 1 and 3 months but positive at 6 and 12 months.Market takeMacro

24 Jul 2024RWA market thread: stablecoins, treasuries, credit, bonds, gold, stocksData thread on onchain RWAs: $160B stablecoins (70% USDT), about $2B tokenized treasuries with BUIDL near $500M, $8.4B private credit led by Figure, $22M bonds, $886M gold and $6M tokenized stocks versus $109T in TradFi.DataRWAStablecoinsTokenized stocks

24 Jul 2024The State of RWAs: A Multi-Trillion OpportunityLong-form tour of onchain RWAs by category: stablecoins, treasuries ($1.9B), private credit ($8.4B active loans), bonds, commodities ($890M) and stocks ($6M). Ends with an endgame thesis of chain-abstracted, agent-driven access to tokenized assets.ArticleRWAStablecoinsTokenized stocks

15 Jul 2024Macro catalysts thread: Trump/Vance, ETH ETFs, rate cutsArgues infra innovation won't pump bags short term but macro will: rising odds of a Trump win, JD Vance as VP, ETH ETF launch, September rate cuts and BlackRock's Fink promoting crypto. Mostly links others' posts as evidence.Market takeMacroRegulation

2023 1

29 Aug 2023Grayscale beats the SEC: what the ruling means for spot Bitcoin ETFsExplains the DC appeals court ruling that the SEC was wrong to reject Grayscale's conversion given approved futures ETPs. The ruling only forces a re-review, with a 45-day appeal window and seven spot BTC ETF deadlines due within 5 days.ExplainerRegulationBitcoin

2022 1

12 May 2022Who might have attacked UST: speculation on motives and regulationSpeculative follow-up on the UST attacker: capital and sophistication point to an entity, estimated profit near 1bn USD. Considers Citadel and BlackRock as suspects and argues the collapse gives regulators and CBDC advocates the excuse they wanted.Market takeStablecoinsRegulation

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Ondo11 Franklin Templeton6 Circle9 Aptos39 Federal Reserve9 Figure6 A1 Research39 Machines & Money8

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