Key insights
- The article suggests the primary bottleneck in tokenization is shifting from infrastructure to valuation and data control. Accurate asset valuation and compliance are crucial for the RWA market's growth and institutional adoption. Companies focusing on data and valuation layers, like Datavault AI, may become increasingly important. This shift could lead to new investment opportunities in data-driven valuation services within the tokenized asset space.
A lot of attention is going into tokenizing assets, but the real constraint may not be technology. Blockchains already support fast settlement, fractional ownership, and global access. That part is largely solved.
The harder problem is everything before the token exists. Structuring assets, ensuring compliance, and most importantly, assigning accurate value at scale. Without that, tokenized markets risk becoming fragmented and unreliable.
As the RWA market grows past 25B and institutions begin allocating capital, this bottleneck becomes more visible. Companies like Datavault AI (DVLT) are building around data and valuation layers, which could become critical if tokenization moves into mainstream finance.
Do you think the biggest opportunity in this space is still infrastructure, or is it shifting toward valuation and data control? Not financial advice or NFA.