Securitize and Tron Race to Tokenize Equities as Institutions See No Going Back

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Securitize and Tron Race to Tokenize Equities as Institutions See No Going Back

Tokenized RWA Demand
+41%
30 days · 493K holders

Distributed RWA Value
$38.9B
vs $25.4B a year ago

Tokenized Treasuries
$15B
109 assets · 3.67% wkly

SECZ Stock
+10%
+54% over the month

Securitize Launches 12 One-to-One-Backed Tokenized US Stocks on Solana, Settles in USDC and Eyes 24/7

October 8, 2026 · The Block / Cointelegraph
Securitize (SECZ) officially launched “Securitize Stocks” on October 8, listing 12 tokenized shares of US-listed companies on the Solana blockchain, starting with large caps including Apple, Nvidia, Microsoft and Tesla. Every token is backed one-to-one by a real share held within its licensed brokerage infrastructure, using a “Convertible Entitlement Token” structure under Article 8 of the UCC, so holders retain the applicable dividend, voting and corporate-action rights. Trades settle in USDC, with Jump Trading providing market-making, initially across extended US trading hours and with plans to expand toward 24/7.
  • SECZ shares jumped about 10% on launch day, their second sharp move this week, and are up roughly 54% over the past month
  • Tokenized stocks have surpassed $3 billion in onchain value, with Securitize driving much of the recent growth
  • The firm also plans to link the assets to NYSE and OKXICE tokenized-securities venues, with Aave eyed for collateral and Ripple Prime for institutional services
Market Structure
1:1 real-share backing plus regulated custody upgrades a price-tracking shell into true ownership onchain

Path Signal
Moving from extended hours toward 24/7, linked to official NYSE/OKXICE venues for secondary liquidity

Capital Feedback
SECZ up 54% in a month, with markets rewarding concrete rollout milestones

Sources: The Block · Cointelegraph · October 8, 2026

Fidelity Says Institutional Onchain Shift Has ‘No Going Back’: Tokenized Asset Demand Up 41% in 30 Days

October 8, 2026 · CoinPost / Longitude Singapore
Matthew Horne, head of digital asset strategists at Fidelity Investments, told the Longitude conference in Singapore that the momentum of “true institutions” toward onchain over the past 18 months has “no going back”, and that the labels traditional finance and decentralized finance will eventually lose relevance. RWA.xyz data shows demand for tokenized RWAs (excluding stablecoins) rose 41% over 30 days, with more than 493,000 holders and over $1.2 billion moved onchain, lifting total stablecoin and tokenized-asset capital past $323 billion.
  • UBS digital-assets lead Ka Yan Chan argues the “billions to trillions” step depends on infrastructure players like the Fed or DTCC first tokenizing the custody layer
  • Standard Chartered’s Geoff Kendrick forecasts tokenized RWAs could reach $4 trillion by end-2028
  • Fidelity already offers tokenized money-market and US Treasury products, with regulatory easing and Securitize’s stock launch widening the path for tokenized securities
Institutional Consensus
A top asset manager calls it irreversible, making onchain a structural choice rather than an experiment

Growth Bottleneck
UBS flags the key: without tokenized settlement and custody, growth stays strong but bounded

Long-Term Scope
Standard Chartered sets a $4 trillion 2028 anchor that frames industry expectations

Sources: CoinPost · PIQ Markets · October 8, 2026

Justin Sun Announces Tron Will Launch Tokenized Stocks, Including US Treasuries, in Q4 2026

October 8, 2026 · WEEX / Token2049
Tron founder Justin Sun announced at Token2049 Singapore that the Tron network will launch tokenized stocks in the fourth quarter of 2026, including US Treasury assets, aiming to connect the Tron ecosystem with traditional markets. The goal is to record and transfer ownership via tokens while removing intermediaries, giving users worldwide easier access to high-quality financial assets.
  • Sun said next year’s focus will shift to the US to advance the plan, previewing the direction earlier at the DAS Asia forum
  • Tron has not disclosed the technical architecture, the list of compatible stocks, or regulatory compliance details
  • The backdrop is global RWA expansion: tokenized assets stood at about $38.6 billion as of September 29, with 51% growth expected in 2026, still just roughly 0.013% of a potential $300 trillion market
Ecosystem Play
A leading stablecoin chain moves into tokenized securities, widening the RWA competitive map

Uncertainty
Technical architecture and compliance details remain unclear, so the path to launch needs watching

Market Headroom
Tokenized value sits at roughly 0.013% of a potential $300 trillion market

Sources: WEEX · Token2049 · October 8, 2026

Tokenized Treasuries Hit $15 Billion as Distributed RWA Value Widens to $38.9 Billion

October 7, 2026 · RWA.xyz / Analytics Insight
RWA.xyz data shows tokenized US Treasuries reached about $15 billion in distributed value as of October 7, spanning 109 assets and 86,281 investors, with an annualized yield of roughly 3.67% over the past week. Meanwhile, distributed value of tokenized RWAs excluding stablecoins reached $38.88 billion as of October 8, up sharply from $25.36 billion a year earlier, as tokenized assets move from concept toward a measurable institutional allocation.
  • BlackRock BUIDL holds about $2.9 billion, roughly 40% of the tokenized-treasury market, deployed across seven chains
  • Franklin BENJI (FOBXX) manages around $1.98 billion in assets, open to retail at the category’s lowest 0.15% fee
  • Tokenized treasuries yield 4%-5.25% against near-zero-yield idle stablecoins, a structural spread driving DAO and institutional inflows
Core Track
US Treasury tokenization is RWA’s largest single category, drawing both institutional and DeFi capital

Leader Concentration
BUIDL alone holds about 40% of the segment, with top products dominating liquidity

Yield Engine
Idle capital turns yield-bearing, making tokenized treasuries the onchain money-market default

Sources: Analytics Insight · Stablecoin Insider · October 7, 2026

Token2049 Institutions Share the Stage: Over 40% of Tokenized US Stock Trades Happen Off-Hours

October 8, 2026 · ABMedia / Token2049
In the opening panel on day two of Token2049, Franklin Templeton CEO Jenny Johnson, Binance co-CEO Richard Teng and Digital Asset CEO Yuval Rooz took the stage to discuss how tokenized assets enter institutional markets. Teng said Binance currently offers about 7,000 US stocks, of which roughly 1,000 are tokenized, and that more than 40% of trades occur during off-hours, because investors do not want to wait for the open. Johnson compared bookkeeping costs: the SEC required dual-record keeping for eight months, which cost $75,000 on legacy systems but just $167 on the Stellar blockchain.
  • The GENIUS Act confirmed crypto’s mainstream path, and while CLARITY stalled, both the SEC and CFTC are actively clarifying rules
  • Rooz estimated inter-institution reconciliation costs about $130 billion a year, with roughly $40 trillion of assets idled by settlement friction
  • Franklin’s money-market minimum dropped from $500 to $20 for Benji, with a path toward as low as $5
Demand Evidence
Over 40% of volume lands off-hours, proving real demand for 24/7 onchain trading

Cost Downshift
Onchain bookkeeping at $167 versus $75,000 traditionally, an order-of-magnitude gap

Settlement Pain
Reconciliation costs and idled settlement assets sit at the core of tokenization’s value proposition

Sources: ABMedia Chain News · Token2049 · October 8, 2026

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