Citi Institute's "Tokenization 2030: Wall Street OnChain" puts a number on it: $5.5 trillion in tokenized assets by 2030. Alejandro Gutierrez, who leads Solana Superteam Ireland and returns for another appearance on the show, joins me to stress-test that forecast — what Citi gets right with DTCC, NYSE and Nasdaq embedding tokenization into core infrastructure, and what we think it misses, including the stablecoin-treasury flywheel, the pressure native issuers like Ondo and Superstate are putting on incumbents, Ireland and Luxembourg's combined funds industry as an underrated jurisdictional play, and why 24/7 markets are really built for AI agents, not retail traders.

Read the full report, "Tokenization 2030: Wall Street Onchain," Citi Institute, June 2026: https://www.citigroup.com/global/insights/tokenization-2030

Castle DAO, the Solana builder residency at Slane Castle: https://tally.so/r/ODJv1k

Follow Alejandro on X and LinkedIn: https://x.com/A_gutierrohttps://www.linkedin.com/in/alejandro-gutierrez-98979b43/Follow Superteam Ireland on X: https://x.com/SuperteamIEhttps://www.linkedin.com/company/superteam-ireland/

CHAPTERS

00:00 Cold open — for the agents
00:37 Introduction
01:18 Citi's stated case: three drivers behind $5.5 trillion
02:19 Is public equities at $3.6 trillion an aggressive number?
03:25 Public permissionless vs. private permissioned chains
04:30 The flywheel Citi missed: stablecoins, treasuries and collateral
06:28 24/7 isn't for retail — it's for the agents
08:50 Ondo, Superstate and the pressure on incumbents
10:53 Ireland, Luxembourg and the €12.5 trillion opportunity
12:02 The wrapper problem: tokenized funds without tokenized holdings
12:41 Castle DAO at Slane Castle

MoneyNeverSleeps — sharp riffs, big ideas, and real insights from smart people, in under 15 minutes. Hosted by early-stage investor Pete Townsend, GP at Norio Ventures, sitting at the intersection of crypto, fintech, AI and onchain finance.

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