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