The market for tokenized equities has exploded by 2,800% in a single year
The tokenized equities market surged nearly 2,878% in one year, reaching $963 million by January 2026, driven by institutional interest and regulatory clarity.Summary
The market value of tokenized stocks reached approximately $963 million as of January 2026, marking an astonishing year-on-year increase of nearly 2,878% from just $32 million the previous year. This rapid growth highlights the increasing demand for blockchain-based access to traditional financial assets, positioning tokenized equities as a key segment of Real-World Asset (RWA) tokenization.
The market remains highly concentrated, with Ondo Global Markets holding over half of the total value, followed by xStocks and Securitize. This concentration underscores the sector's nascent stage and the reliance on regulated issuance frameworks. While Ethereum is the main settlement layer, chains like Solana are gaining traction due to the need for faster, cheaper transactions.
Momentum has been bolstered by institutional infrastructure improvements and U.S. regulatory developments, specifically new SEC guidance on broker-dealer custody and a DTCC no-action letter related to a tokenization pilot in late 2025. The sector's approach to the $1 billion milestone serves as a key indicator for the scalability of RWAs and the necessity for market structure and custody solutions to align with blockchain innovation.
(Source：CoinDesk)