Theo Golden

speaker

442 appearances 1 recordings 1 series first heard Jul 2026 last heard 9 Jul

Theo Golden’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Talking Tokens: Crypto, Onchain Finance, Investing · A 117-Year-Old Asset Manager Goes “Fully Native,” Seeing Tokenization as OS upgrade | Theo Golden · 9 Jul 2026 podcast

And so I think as...

we trust different things with different examples like baggy tokenized funds or stable coins for payments or different things or dcc's tokenized stocks or whatever it looks like i think that will unlock other parts of the ecosystem and they'll be essentially like proven comfort um but the one thing i would say is once once institutions have proven comfort and i'm talking about this from my own experience at bailey gifford is they move hard and fast

so that might mean that things that seem far off today actually are five-year things rather than 10 years because people get comfortable and they deploy hard and some of the things that we think are blindingly obvious in the next two years don't actually don't actually get done for a long while and equity markets might be an example of that um or you know you know or like fully integrated stable coins into capital markets so i it's kind of a bit of an unsaturated answer because the answer is um

It really depends on different appetite from different market participants.

I think the big thing that moves the dial is flow and flow comes from institutions like net new capital is the thing that will move the dial and that's going to come from institutional adoption.

Yeah, I mean, I think I would encourage people to look at the signals.

You know, we worked with Bank of New York, right?

Largest custodian bank in the world, touches 20% of outstanding assets globally.

It clears every single US treasury.

It is, it's the behemoth, right?

JPM is on a public blockchain nowadays.

Bailey Gifford, you know,

almost 120-year-old asset manager with an unlimited liability structure is now on two public blockchains.

We have taken a leap of faith and trust into this operating architecture.

And I think I would focus on this.

I think a lot of the trust is there.

I think what now happens is this kind of adoption curve for market structure.

So I think the trust is there that the kit works, but it's now can the kit work under the particular use cases that we are trying to flesh out.

I think...

We should be careful about whether that means that certain institutions are going to be buying certain crypto assets.

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