TradFi's $100 Trillion Blockchain Migration: Stellar, RWA, and Why Bitcoin Isn't the New Gold Yet

Welcome to the Digital Gold Rush podcast.

“TradFi’s $100 Trillion Blockchain Migration: Stellar, RWA, and Why Bitcoin Isn’t the New Gold Yet”

Can the world’s $100T+ in traditional assets really move on-chain? In this deep dive, DeFi Navigator breaks down how tokenized treasuries, real estate, and commodities could migrate to blockchains—and why Stellar’s speed, low fees, regulated anchors, and Soroban smart contracts aim to be the compliance bridge. We also unpack why Bitcoin still behaves like a risk-on asset versus gold’s safe-haven profile, and what MiCA means for fiat-backed vs. gold-backed stablecoins.

Highlights

• Crypto–equity correlation since 2020: why diversification is “regime-fragile.”
• Stablecoins decoded: USDC/EURC (EMT) vs. PAXG/XAUT (ART), custody and liquidity.
• RWA tokenization 101: legal wrappers (SPVs/Trusts), compliance layers, and programmability.
• Stellar’s play: 3–5s finality, tiny fees, regulated anchors, and Soroban-enabled DeFi.
• The roadblocks: liquidity depth, secure interop/bridges, and shifting global policy.

This podcast is for educational and informational purposes only and does not constitute investment, financial, trading, legal, or securities advice. Today’s discussion covers Stellar, Bitcoin, gold, stablecoins, real-world asset (RWA) tokenization, DeFi, market correlations, and related policy/regulatory themes. These areas involve significant risks and uncertainties; past performance is not indicative of future results, and market and regulatory conditions can change rapidly. Do your own research, consult qualified professionals as needed, comply with all applicable laws in your jurisdiction, and you are solely responsible for your financial decisions.