DeFi's Institutional Shift: From Tokenization to Yield Infrastructure

According to NS3.AI, the decentralized finance (DeFi) sector is experiencing a transformation in its institutional opportunities. The focus is moving away from basic tokenization towards more complex yield infrastructure and programmable collateral. This shift suggests that static tokenized wrappers are becoming less relevant. Hybrid designs, which integrate permissioned collateral with permissionless stablecoin liquidity, are emerging as a promising solution. These designs could enhance the usability of tokenized real-world assets for institutional investors, offering a more dynamic approach to asset management within the DeFi space.