The Future of Digital Assets

BCG

Chris Schmid

Research

68 Pages

Boston Consulting Group frames digital assets as a strategic infrastructure transition for banks, not a niche crypto theme. Crypto is already around $3 trillion, but the more disruptive question is who controls programmable money, tokenized assets, settlement, custody, and client interfaces as adoption moves toward institutional scale.

Key Takeaways

Crypto Leads Today: Crypto is roughly a $3 trillion asset class with an estimated $90 billion revenue pool, while stablecoins sit near $300 billion.
RWAs Could Scale: Digital real-world assets are only about $30 billion today, but could reach roughly 16% of global investable assets by 2035.
Banks Face Pressure: In rapid digital expansion, banks could face 10% smaller balance sheets, 14% lower revenues, and 30% lower profits by 2035.
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