TheoriqAI CEO: Tokenization Should Prioritize Hard Assets and High Liquidity Targets
TheoriqAI CEO Pei Chen presented a pragmatic view on "tokenization of everything." He believes that while some propose tokenizing movies, real estate, and even F1 cars, projects with robust underlying assets should be prioritized.
Gold is the best choice, being the hardest collateral in history; followed by mature liquid assets such as stocks and ETFs, as investors already understand their liquidity and require little education.
Pei Chen believes that in the next decade, on-chain alpha will focus on assets underwritten by institutions, marking the end of the "quirky experiment era" and the arrival of the "institutional liquidity era."
Source: Public Information
ABAB AI Insight
Pei Chen, as CEO of TheoriqAI, continues to emphasize a path of "pragmatic tokenization." Earlier, TheoriqAI focused on institutional-level RWA infrastructure, prioritizing assets with clear pricing mechanisms and mature markets over conceptual projects.
In terms of capital pathways, TheoriqAI prioritizes bringing high liquidity assets like gold, stocks, and ETFs on-chain, strategically aiming to attract institutional funds quickly, leveraging existing market recognition to reduce educational costs, while accumulating liquidity and trust for future complex asset tokenization.
Similar to the collaboration between BlackRock and Securitize on tokenized funds, or Centrifuge's focus on real-world credit, the RWA market is currently in a transitional phase from early conceptual hype to institutional-level mature assets, with projects that have a pragmatic priority strategy gaining significant first-mover advantages.
Essentially, this is about capital concentration: prioritizing tokenization of hard assets and high liquidity targets shifts on-chain resources from dispersed experiments to areas familiar to institutions, with mechanisms aimed at reducing adoption friction and risk, transferring pricing power from conceptual projects to assets with real collateral and liquidity, accelerating the concentration of industry capital towards institutional-level RWA like gold, stocks, and ETFs.
ABAB News · Law of Cognition
The harder the asset and the better the liquidity, the easier tokenization succeeds, with institutional cognition always being the greatest accelerator. When gold serves as the hardest collateral, on-chain alpha is no longer a concept but a transfer of real value. Transitioning from "everything can be tokenized" to "only doing assets familiar to institutions" marks the true entry of RWA into the institutional era, where pragmatism always prevails over romance.