Stablecoins & GenAI Drive 10% Post-Trade Turnover by 2030
According to a Citi Securities Services Evolution survey of 537 finance executives, post-trade tokenization could account for 10% of global turnover by 2030, led by U.S. markets at 14%, Europe at 10%, and APAC at 9%. Bank-issued stablecoins are the favored vehicle for collateral efficiency, fund tokenization and private-market access, driving DLT investments focused on liquidity and cost savings before 2028. Meanwhile, 57% of institutions are piloting generative AI for post-trade workflows, and 67% of institutional investors already use genAI for reconciliation, clearing and settlement, with onboarding pilots underway across brokers and custodians. Regulatory momentum, including the U.S. GENIUS Act, bolsters confidence in bank-issued stablecoins by aligning compliance and credit profiles. Traders should watch advances in bank-issued stablecoins, post-trade tokenization and genAI integration as catalysts for liquidity gains and lower post-trade costs, potentially signaling bullish momentum for DLT assets in institutional markets.
Bullish
The Citi survey highlights growing institutional commitment to post-trade tokenization and bank-issued stablecoins, underpinned by regulatory support like the GENIUS Act. Early pilots of generative AI for reconciliation and settlement indicate imminent efficiency gains. In the short term, increased DLT investment and stablecoin deployment can drive demand for related assets, boosting liquidity and narrowing spreads. Over the long term, structural adoption of tokenization and genAI is set to cut costs and improve resilience, reinforcing bullish market fundamentals for DLT-related tokens and stablecoins.