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An IMF report argues that tokenization's efficiency hinges on ledger architecture — whether assets sit on the same ledger and whether owners can access it — yielding three models: single, common, and interoperable ledgers. Only the single-ledger model delivers strict atomicity and full composability, enabling atomic DvP, DvD, and PvP without prefunding, but no such ledger exists today, meaning real-world tokenized settlement will carry interoperability and counterparty risk. For RWA and stablecoin infrastructure plays, the watch item is whether central banks and institutions converge on unified platforms or settle for bridged, prefunded workarounds that dilute tokenization's cost savings.
As a Research signal, confirm the link to liquidity, rates, policy timing, and price reaction before drawing a trading conclusion.
Original Source: 토큰포스트
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