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Franklin Templeton
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Thesis11 Oct 2024Aptos thesis: Move, parallel execution, RWAs, enterprise and AISix-pillar thesis: the Move language, high-performance parallel execution, RWA tokenization, enterprise adoption, AI/ML use cases and ecosystem growth. Backed by throughput and user numbers.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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