Taiko Takes🥡 This week, @sygnumofficial released its Future Finance 2025 report surveying over 1,000 institutional investors across 43 countries. 61% plan to increase digital asset allocations, and interest in tokenised RWAs has grown from 6% to 26%. Most coverage focuses on bullish sentiment. But the report doesn't mention Layer 2 infrastructure at all. When asked about blockchain holdings, investors cited Bitcoin, Ethereum, Solana, BNB Chain, Tron, Sui, and Cardano. Twenty percent hold only Layer 1 tokens. As institutions pile into tokenised assets, which chains will actually support this activity? Ethereum's high fees, variable confirmation times and transaction failures mean its base layer isn't built to handle institutional tokenisation volumes. The alternative most institutions consider (permissioned chains) sacrifices the properties that make blockchain valuable. Based rollups offer a third path. Ethereum security and decentralisation with the throughput institutions need. Direct L1 settlement without additional trust assumptions or centralised sequencers. Sygnum found that regulatory uncertainty and security concerns now rank higher than volatility as barriers to institutional investment. These are infrastructure problems. Who controls transaction ordering? Does this preserve auditability and neutrality? Can it handle institutional volumes? Based rollups answer these differently than permissioned chains. They preserve what matters for financial infrastructure whilst delivering the required performance. The question isn't whether institutions will tokenise trillions (Sygnum's data suggests they will). The question is whether those assets live on infrastructure that's actually decentralised. Full report here: