Ethmos Podcast Pulse
Start free
← The Pulse · week of Sep 28–Oct 4
PodcastThoughts on the MarketOctober 1, 2026

How AI and Tokenization Could Reshape Wealth Management

AI could expand advisor capacity 30-40% while tokenization grows real-world assets to $2.3 trillion by 2030.

  • Tokenization forecast: Morgan Stanley's base case sees tokenized real-world assets growing from ~$40 billion today to $2.3 trillion by 2030, mostly in collateral/treasury use cases.
  • AUM vs. revenue gap: Global AUM is forecast to grow 9% annually from $160 trillion to $247-250 trillion by 2030, but ~75% of that is market beta, leaving only ~2.5% organic growth.

The full card is a free trial away.

The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.

Read free — start your trial

14-day free trial

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.