Geoffrey Kendrick: These 4 Altcoins Could Explode as Wall Street Moves Onchain

Standard Chartered’s Geoffrey Kendrick joins host John Gillen to explain why he sees tokenization as a durable shift rather than a passing crypto narrative. His thesis rests on more real-world assets moving onchain, a growing share of those assets entering DeFi, and investors increasingly valuing protocols through revenue and cash-flow models.

Kendrick identifies Uniswap, Aave, Morpho, and Arbitrum as his highest-conviction potential winners. He examines Uniswap’s liquidity moat and token burn, Aave’s role as an onchain bank, Morpho’s asset-management model, and Arbitrum’s exposure to tokenized equities through Robinhood Chain, while noting that Arbitrum’s token value capture remains an evolving question.

The discussion also covers Chainlink’s role in securely bringing data onchain, Sky’s yield-bearing stablecoin model, and why Kendrick expects Ethereum to benefit indirectly from greater activity across its ecosystem. The central takeaway is that institutional adoption may shift attention from broad crypto market exposure toward protocols with defensible positions and clearer paths to capturing value.