JPMorgan analysts state that tokenized money market funds currently account for only about 5% of the stablecoin market.


Although they have yield advantages and are expected to continue growing, without regulatory changes, it will be difficult to surpass 10% to 15% of the stablecoin market.
The analysts say that stablecoins remain the preferred cash tool in the crypto ecosystem;
Tokenized money market funds are generally classified as securities, subject to registration, disclosure, reporting obligations, and transfer restrictions, which present "structural regulatory disadvantages." (The Block)
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GateUser-34d2b0ab
· 44m ago
Without a relaxed regulatory framework, RWA will be difficult to truly take off.
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GateUser-08ae47f3
· 45m ago
JPMorgan's report is basically like giving a banner to USDC.
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TeaAndSlippage
· 58m ago
Structural disadvantages = Advantage in legal fees, those who understand, understand.
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GateUser-9ccf7051
· 1h ago
The smaller the regulatory arbitrage space, the slower traditional finance moves onto the blockchain—paradox
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StopRaisingGasFees.
· 1h ago
The shell of the Securities Law is too heavy, unless there is a pilot for "lightweight tokenization."
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SeaSaltMintCandy
· 1h ago
The biggest enemy of tokenizing money market funds isn't technology, but the SEC's forms.
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BerryColdWallet
· 1h ago
10%-15% cap? Let's wait until BlackRock's BUIDL scale doubles again.
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TheGiantWhaleInTheReflection
· 1h ago
Cash instruments vs interest-earning instruments, are not inherently zero-sum games.
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AirdropOnTheDune
· 1h ago
The analyst claims it's difficult to surpass 15%, but the position might already be allocated.
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ColdWalletInTheAutumnBreeze
· 1h ago
So at this stage, stablecoins are still earning traffic, and tokenized funds are earning narratives.
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