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
────────────────────────
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.
────────────────────────
B. Bond Markets
$140 trillion
Breakdown:
- Government bonds: $80T
- Corporate bonds: $60T
This is the backbone of pensions, sovereign funds, and institutional allocation.
────────────────────────
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.
────────────────────────
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.
────────────────────────
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.
────────────────────────
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.
────────────────────────
G. Cash & Bank Deposits
$55 trillion
Highly liquid, controlled by banking systems, and eroding via inflation.
────────────────────────
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.
────────────────────────
I. Pension Funds
$52 trillion
Long-term, low-risk allocations:
- 45 percent bonds
- 35 percent equities
- 20 percent alternatives
────────────────────────
J. Hedge Funds
$4.5 trillion
High-leverage.
High information advantage.
Major players in currency markets and derivatives.
────────────────────────
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.
────────────────────────
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.
────────────────────────
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.
────────────────────────
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.