John Hoffman, Ondo Finance's new managing director and head of portfolio products, argues that tokenization is following a trajectory similar to the early days of ETFs but at a faster pace. In a CoinDesk interview, he stated that the convergence of blockchain infrastructure and AI will become a major force shaping capital markets over the next decade. Hoffman believes AI agents will require tokenized assets, onchain trading infrastructure, and portfolio strategies to operate autonomously. The tokenized asset market has grown to over $33 billion and could reach trillions, mirroring the ETF market's expansion from $200 billion to nearly $20 trillion. Hoffman envisions professionally managed, real-time portfolios that adjust to market conditions, with Ondo already offering tokenized U.S. Treasury products and planning to expand into stocks, ETFs, and perpetual futures.

Key facts

• Tokenized asset market exceeds $33 billion, seen reaching trillions by 2033.
• Hoffman draws parallels between tokenization and early ETF adoption.
• AI agents will need tokenized assets and onchain infrastructure for autonomous investing.
• Ondo plans to expand tokenized offerings to stocks, ETFs, and perpetual futures.
• Vision of real-time, professionally managed onchain portfolios adapting to markets.

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