Updated
Updated · Financial Times · Aug 7
Ajmani Predicts Hybrid Capital Markets Future as US Holds Nearly 60% of Global Equity Value
Updated
Updated · Financial Times · Aug 7

Ajmani Predicts Hybrid Capital Markets Future as US Holds Nearly 60% of Global Equity Value

1 articles · Updated · Financial Times · Aug 7

Summary

  • Dini Ajmani said capital markets are likely to remain hybrid for the foreseeable future, with tokenized securities growing alongside traditional ones rather than replacing them.
  • Eight market-plumbing entities are already designated systemically important by the Federal Reserve, and Ajmani argued regulators will resist letting public-blockchain infrastructure become another “too big to fail” node.
  • Tokenizing securities also adds costs — including gas and congestion fees — raising questions over who pays, whether DTCC fees rise, and whether tokenized and traditional versions could develop separate pricing.
  • BNY, JPMorgan and CME are already backing tokenization efforts, but Ajmani said benefits such as 24/7 trading and faster access to cash may not justify extra costs for much of the investor base.
  • The debate matters because the US, with 4% of the world’s population and 25% of global GDP, still commands close to 60% of total equity value.

Insights

Will adding blockchain to Wall Street eliminate traditional middlemen, or just create a new class of expensive digital toll collectors?
If tokenized and traditional securities trade simultaneously, could dual pricing trigger unprecedented arbitrage chaos across global capital markets?