2025 WORLD MONEY & MARKETS OVERVIEW

2025 WORLD MONEY & MARKETS OVERVIEW
2025 WORLD MONEY & MARKETS OVERVIEW

1. TOTAL GLOBAL WEALTH

Approx $505 trillion
Source: aggregated estimates from Credit Suisse, UBS, BIS, IMF.

Breakdown:

  • Financial assets: $340T
  • Real assets: $165T

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2. GLOBAL ASSET BREAKDOWN 2025

A. Real Estate

$330 trillion
The largest asset class on Earth.
Residential dominates.

Breakdown:

  • Residential: $250T
  • Commercial: $60T
  • Land/agriculture: $20T

Real estate holds 65 percent of global wealth.

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B. Bond Markets

$140 trillion

Breakdown:

  • Government bonds: $80T
  • Corporate bonds: $60T

This is the backbone of pensions, sovereign funds, and institutional allocation.

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C. Public Equities

$110 trillion

Breakdown:

  • US stock market: $50T
  • China: $12T
  • Europe: $13T
  • Japan: $6T
  • Rest of world: $29T

Tech represents roughly 35 percent of global equity value.

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D. Private Equity + Venture Capital

$13 trillion

Breakdown:

  • Private equity: $9T
  • Venture capital: $4T

The highest growth engines.
This is where AI, robotics, biotech, and deep tech sit.

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E. Crypto + Digital Assets

$3.2 trillion

Breakdown:

  • Bitcoin: $1.28T
  • Ethereum: $420B
  • Stablecoins: $160B
  • Alt L1s + DeFi + NFTs: ~$1.3T

Expected to grow 5–15x by 2035 as digital settlements become standard.

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F. Commodities

$20 trillion

Breakdown:

  • Gold: $15T
  • Silver: $1.3T
  • Oil & gas (proven reserves value): $3T
  • Industrial metals: ~$1T

Gold is roughly three times the size of the entire crypto market.

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G. Cash & Bank Deposits

$55 trillion

Highly liquid, controlled by banking systems, and eroding via inflation.

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H. Sovereign Wealth Funds (SWFs)

$13 trillion

Examples:

  • Norway: $1.6T
  • UAE: $1.5T
  • China CIC: $1.4T
  • Singapore GIC + Temasek: $1.2T

These allocations shape global markets more than most governments.

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I. Pension Funds

$52 trillion

Long-term, low-risk allocations:

  • 45 percent bonds
  • 35 percent equities
  • 20 percent alternatives

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J. Hedge Funds

$4.5 trillion

High-leverage.
High information advantage.
Major players in currency markets and derivatives.

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K. Derivatives

$19 quadrillion notional

Clarification:
Notional ≠ real money.
Actual risk-adjusted exposure is closer to $12–20 trillion, depending on compression.
This system underpins global finance.

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3. WHERE ALL MONEY FLOWS IN 2025

Global allocation of total wealth:

Asset Class Estimated Share Size
Real Estate 65 percent $330T
Bonds 28 percent $140T
Equities 22 percent $110T
Cash 11 percent $55T
Pensions/SWFs 13 percent $65T
Private Markets 3 percent $13T
Crypto 0.6 percent $3.2T
Commodities 4 percent $20T

Note: overlaps exist among categories.
This map shows where the world stores and grows value.

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4. THE THREE FASTEST-GROWING MARKETS TO 2035

Based on structural momentum:

1. AI Infrastructure

Compute, data centers, semiconductors.
Expected to grow 5–10x.

2. Space Economy

Launch, satellites, space-based data centers, comms.
Expected to grow 10–20x.

3. Digital Assets

Bitcoin, tokenized real estate, tokenized treasuries.
Expected to grow 5–15x.

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5. WHAT THIS MEANS FOR YOU

This is the macro map.
The gravity wells.
The rivers of global capital.

When you build your 2035 portfolio, you stand on top of:

  • $330T real estate
  • $140T bonds
  • $110T public equities
  • $13T private equity
  • $3.2T crypto
  • $20T commodities
  • $55T cash

And you choose the fastest-growing tributaries.