tl;dr

Goldman Sachs plans to enable 24/7 trading of tokenized U.S. Treasuries and money market fund shares, aiming to integrate traditional collateral into blockchain infrastructure due to growing client demand for on-chain exposure. The firm operates a crypto derivatives desk and will launch three tokeni...

Goldman Sachs is gearing up to enable 24/7 trading of tokenized U.S. Treasuries and money market fund shares, harnessing blockchain technology to boost liquidity and cater to growing institutional demand.

At the heart of this initiative is the goal to integrate traditional collateral into blockchain infrastructures, responding to clients’ increasing appetite for on-chain exposure. Already operating a crypto derivatives desk, Goldman Sachs plans to launch three tokenization projects in 2025, including its first U.S. fund tokenization and a euro-denominated digital bond.

Tokenized money market funds have quickly surpassed $1 billion in assets under management, with projections by McKinsey estimating growth to $2 trillion by 2030. Early liquidity providers such as BlackRock, Franklin Templeton, and several Web3 firms are pioneering offerings that promise more flexible and continuous settlement cycles.

Regulatory developments have significantly eased hurdles in the U.S., with the Office of the Comptroller of the Currency’s Interpretive Letter 1183 permitting national banks to engage in crypto custody and digital settlements without prior approval. This shift, along with withdrawn 2023 guidance by major regulators, signals a broader deregulatory trend aligning U.S. policies with global standards.

To maximize efficiency and liquidity, Goldman Sachs is contemplating spinning off its Digital Asset Platform into a standalone entity, aiming to provide shared infrastructure that can serve multiple institutions.

Despite optimism, challenges remain: Goldman favors permissioned blockchains to ensure compliance while navigating regulatory capital requirements imposed by SEC guidelines. Additionally, liquidity for tokenized bonds remains limited, meaning robust secondary markets will require maturation.

Ultimately, Goldman Sachs’ roadmap envisions tokenized government debt products that trade beyond traditional market hours, reflecting a strategic fusion of blockchain innovation with conventional financial markets to meet evolving institutional needs.

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 18 Jul 25
 18 Jul 25
 18 Jul 25