Solana SmokeSolana Smoke
EP 18July 2026

Morgan Stanley's 10-Year Tokenization Plan (Spoiler: Nothing's Happening)

Morgan Stanley laid out a decade-long roadmap for tokenization. We read it so you don't have to — and the takeaway is exactly what you'd expect from TradFi.

🚬 Davidoff Escurio (Maxime) & Montecristo (Ross)
Watch on YouTube →

About This Episode

In Episode 18 of Solana Smoke, Maxime lights a Davidoff Escurio and Ross fires up a Montecristo as we dig into Morgan Stanley's 10-year tokenization roadmap.

The document is polished. The timeline is cautious. The urgency is nonexistent. We break down what they're actually saying, what they're conspicuously not saying, and why a 10-year plan from a Wall Street giant tells you everything about the gap between TradFi's pace and where crypto is already moving.

We cover: - What Morgan Stanley's roadmap actually proposes (and what it glosses over) - Why 10 years is a lifetime in this industry - The contrast between institutional slow-walk and what's already live on Solana - Whether TradFi tokenization is a threat, an opportunity, or just noise - What it would actually take to move the needle on institutional adoption

Topics Covered

TokenizationTradFiMorgan StanleyInstitutionalRWA

Watch Now

Ready to watch?

Free on YouTube. No sign-up, no paywall — just good Solana content.

▶  Watch on YouTube

Episode Info

Episode#18
CigarDavidoff Escurio (Maxime) & Montecristo (Ross)
TopicTokenization
PublishedJuly 2026