TheBankforInternationalSettlements(BIS)hasissuedacautionaryreportastraditionalfinancialinstitutionsacceleratetheirexplorationoftokenization,raisingconcernsovergovernance,legalframeworks,andfinancialstability.

Tokenization,whichconvertsreal-worldassets(RWA)likepropertyandsecuritiesintodigitaltokens,hasdrawnattentionforitsabilitytostreamlinetransactionsandreducecosts.Mechanismslikedelivery-versus-payment(DvP)andpayment-versus-payment(PvP)couldhelpmitigaterisksinfinancialmarkets.

AccordingtotheBIS:

“Tokenizationcouldreshapemarketstructuresbycuttingtransactioncostsandimprovingsettlementprocesses.”

However,theBISreport,publishedonOct.21,stressedthatwhilethebenefitsareclear,theriskscannotbeignored.

Regulatoryuncertainty

Despitethesepromisingbenefits,theBISreportemphasizedthattokenizedassetsfacesignificantlegalandregulatoryuncertainties.Onekeyconcerniswhetherexistinglawsextendtotokenizedversionsoffinancialproducts.

Forexample,intheUS,traditionalrepurchaseagreements(repos)areshieldedbyautomaticbankruptcyprotections—yetit’suncleariftokenizedreposwouldreceivethesamelegaltreatment.

Thereportalsoraisedconcernsabouthowtokenizationcoulddisrupttherolesofcentralbanksinpayments,monetarypolicy,andfinancialoversight.

TheBISstressedthatpolicymakersneedtoassesspotentialtrade-offsbetweendifferenttypesofsettlementassetsandensureproperregulationofprivatesectorinitiativestomaintainstability.

RWATokenizationgrowth

Despitetherisks,financialinstitutionslikeBarclays,Citi,andHSBCaremovingaheadwithtokenizationprojects.TrialssuchastheUK’sRegulatedLiabilityNetwork(RLN)arealreadyexploringthefeasibilityoftokenizeddepositsandprogrammablepayments.

Thesectorfortokenizedreal-worldassets(RWAs)isprojectedtogrowdramaticallyin2024andbeyond.TrenFinanceestimatesthemarketcouldswelltoanywherefrom$4trillionto$30trillionbythedecade’send.

Evenamedianestimateof$10trillionwouldrepresentamassivejumpfromthecurrent$185billion,whichincludesstablecoins.

Asthepushfortokenizationgainsmomentum,theBISreportservesasatimelyreminderthatwhilethetechnologyholdsgreatpromise,itcomeswithcoststhatrequirecarefulregulatoryoversight.

Thereportstated:

“Efficiencygainswillnotcomewithoutsignificantinvestmentandcoordination.”

Withtokenizationpoisedtoreshapefinance,collaborationbetweenthepublicandprivatesectorswillbeessentialinmitigatingrisksandunlockingitsfullpotential.

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