Institutions See No Going Back as Securitize and TRON Race to Put US Stocks Onchain

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Institutions See No Going Back as Securitize and TRON Race to Put US Stocks Onchain

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Aurellix
October 9, 2026
1 min read

Today’s Focus
Securitize launched 12 1:1 tokenized US stocks on Solana, sending SECZ up about 10% on launch day and about 54% over a month. Fidelity says institutions see “no going back” onchain as 30-day tokenized RWA demand rose 41% with nearly 500,000 holders.

Industry Flash

10 items

  • Securitize Launches 12 Tokenized US Stocks on Solana — large caps like Apple, Nvidia and Tesla backed 1:1 by real shares and settled in USDC, with plans to move toward 24/7 trading as onchain tokenized stocks top $3B
  • Fidelity Says Institutions See “No Going Back” Onchain — its digital asset strategist said the 18-month institutional shift is irreversible, as 30-day tokenized RWA demand rose 41% to over 493,000 holders with $1.2B moving onchain
  • TRON Pledges Tokenized Stocks in Q4 2026 — Justin Sun told Token2049 the network will launch tokenized stocks and include US Treasuries to connect the TRON ecosystem with traditional markets, though technical and compliance details remain undisclosed
  • Tokenized US Treasuries Reach $15B — rwa.xyz data shows 109 assets and 86,281 investors at about 3.67% annualized yield, with BlackRock’s BUIDL alone holding roughly 40% share across seven chains
  • 40% of Tokenized US Stock Trades Happen After Hours — Binance says about 1,000 of its 7,000 US stocks are tokenized and over 40% of trading occurs when markets are closed, as investors refuse to wait for the opening bell
  • Nasdaq CEO: Tokenization Frees Tens of Billions in Trapped Capital — Adena Friedman says tokenizing Treasuries, equities and money market funds makes collateral more fluid, adding that AI is critical for 24/7 trading
  • Ondo Launches Private Markets With Tokenized Pre-IPO Notes — a first note ties to an unnamed pre-IPO AI company for eligible non-US investors, with payouts linked to per-share value at a qualified liquidity event and secondary trading starting this week
  • OSL Tokenizes the First USDGO Stablecoin Market-Neutral Fund — issuing and holding custody for 2WA’s USDGO Plus SP for Hong Kong qualified professional investors, with a recent annualized return of about 17%, blending stablecoins with RWA
  • Standard Chartered: Tokenized RWA Could Hit $4T by 2028 — its global digital assets research head forecasts $4 trillion, while UBS flags the bottleneck: only when the Fed or DTCC tokenize the custody layer can “billions become trillions”
  • Distributed RWA Assets Expand to $38.88B Year-Over-Year — excluding stablecoins, the value is up sharply from $25.36B in 2025, with stablecoins and tokenized assets together surpassing $323B in total capital
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