Post by Marc Baumann

Founder of 51 Group

🚨The most important banking report of 2026 just dropped. And it contains a warning most bank boards are still ignoring. BCG modeled what digital assets mean for every major banking business line. The conclusion? Banks that don’t adapt could face: → ~10% smaller balance sheets → ~14% lower revenues → ~30% lower profits by 2035 Banks that get it right could unlock billions in new revenue. Why? Because tokenized assets aren’t a crypto story anymore. They’re a capital markets infrastructure story. Just look at the last few months: → J.P. Morgan launched two tokenized money market funds on Ethereum → BlackRock’s BUIDL surpassed $2.5B AUM → DTCC is launching tokenized securities in October with 50+ institutions participating → Goldman Sachs says it’s going “all in” on digital assets → State Street launched a full digital asset platform → Fidelity Investments launched its Digital Dollar → Ondo Finance, JPMorgan, Mastercard, and Ripple completed the first cross-border redemption of tokenized Treasuries in under 5 seconds → SWIFT is building blockchain settlement infrastructure for 11,000+ banks 🚨 Grab the full report here: https://on.bcg.com/43kXhal

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