About this episode
Not all tokenized securities are created equal, and most investors don't know what they own.Olivia Vande Woude, Business Development & Tokenization at Ava Labs, explains why structure matters, how vaults are changing institutional access, and what Davos revealed about stablecoins disrupting credit creation.We cover:- SPV Wrappers vs. Real Shareholder Rights- What Davos Revealed About Stablecoins Threatening Banks- Why Credit Creation Is Moving Off Balance Sheets- Vaults: The Underexplored RWA Category- How Bitwise Is Rewriting Institutional Portfolio Management- The Three Models of Tokenization (And Which One Actually Works)Timestamps:00:00 Intro00:37 Avalanche's Tokenization Momentum02:59 How Institutional RWA Deals Get Made05:19 Davos Takeaways: Stablecoins vs. Banks09:03 The Credit Creation Debate11:00 Deflationary Concerns & Velocity11:51 infiniFi, Halliday, Trezor Ad12:32 The Investor Rights Problem Explained23:32 Trust Shifts From Balance Sheets to Infrastructure24:27 Avalanche Institutional Milestones28:40 The Neo Finance Convergence Thesis32:37 Vaults: The Future of Institutional AccessWebsite: https://therollup.co/Spotify: https://open.spotify.com/show/1P6ZeYd...Podcast: https://therollup.co/category/podcastFollow us on X: https://www.x.com/therollupcoFollow Rob on X: https://www.x.com/robbie_rollupFollow Andy on X: https://www.x.com/ayyyeandyJoin our TG group: https://t.me/+TsM1CRpWFgk1NGZhThe Rollup Disclosures: https://goodidea.ventures??????????: ????????? ?? ?????????????? ??? ???? ????????? ????? ???? ???????? ????? ????????? ????????? ????, ????? ?????, ???????? ??????? ??? ????. ?? ??????? ?????? ?????????? ???? ???????, ?? ??? ???? ? ?????????? ?? ??? ?? ? ???????????, ?? ???? ?? ??? ???? ?? ???? ?????? ???? ???? ?? ?? ?????. ?? ??? ???????? ?? ??????????? ??????? ????????, ??????? ?? ????? ?? ????????? ??????. ?? ??? ??? ????????????? ?? ???????? ????????.
