
← The Rollup2 oct. · 25 min
Sergey Nazarov: Why Hundreds Of Trillions Of Dollars Are Coming Onchain Right Now (Tokenization Supercycle)
<p>Sergey Nazarov says that critical mass is very close now, and when it tips, the amount of tokenized equity in existence skyrockets. He explains Chainlink's role as the interface banks use to access the Swift ledger, breaks down the DTCC collateral app chain and how settlement ties out across Ethereum and the app chain, and makes the case that nobody actually wants tokenization. Rather, they want what becomes possible once something is tokenized.</p><p>Sergey Nazarov is the Co-Founder of Chainlink.</p><p>The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.</p><p><br></p><p>Timestamps:</p><p>00:00 Intro</p><p>02:25 Chainlink's Best Sibos Booth Ever</p><p>04:19 Chainlink Is The Interface For Swift Ledger</p><p>06:14 More Chains Means More Chainlink Value</p><p>08:14 DTCC Deeply Integrates Chainlink Data Feeds</p><p>10:26 Chainlink Solves The Digital Twin Problem</p><p>14:55 Tokenization Is Not About Tokens Themselves</p><p>18:14 Laws Will Change Then All Settlement Goes Onchain</p><p>20:08 Fragmentation Is Actually Chainlink's Tailwind</p><p>22:09 Chainlink Solves Each Problem As It Appears</p><p>24:04 Smart Contracts Defined By Sergey</p><p><br></p><p>Guest Socials:</p><p>Sergey Nazarov X: https://x.com/SergeyNazarov</p><p>Chainlink X: https://x.com/chainlink</p><p>Chainlink Website: https://chain.link/</p><p><br></p><p>Partners: </p><p>If you run concentrated liquidity positions you know the grind. Price moves, you're out of range, you're rebalancing at, like, 3am. 1inch Aqua lets you take a different approach. You can stack multiple positions on the same token balance instead of babysitting a dozen pools, and your tokens never leave your wallet. Your liquidity stays awake, so you can catch up on your sleep. Check it out at https://1inch.com/aqua</p><p>---</p><p>Dinari - Over 230 1:1 backed tokenized stocks, ETFs & more with dividends. US-based SEC transfer agent. Available on 5+ chains & via API. https://dinari.com/</p><p>---</p><p>Space and Time is providing verifiable data infrastructure for onchain finance. A decentralized database, blockchain indexer, and ZK coprocessor in one, giving DeFi protocols,stablecoins, and tokenized assets accurate, provable data. </p><p>---</p><p>Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.</p><p>Learn more here: https://www.zama.org/</p><p>--