Onchain data from analytics platform Dune shows the aggregate AUM across tokenized stocks sitting just over the $1 billion mark. Tokenized stocks are blockchain-based representations of real-world equities, and the milestone underscores rapid growth in this segment of real-world asset tokenization. Solana dominates this segment, driven by platforms like xStocks developed by Kraken and Backed Finance, which enable 24/7 trading, fractional ownership, and onchain interoperability for major equities such as Apple, Tesla, Nvidia, and others.
The $1B AUM milestone for tokenized stocks (as of January 7, 2026) marks a pivotal shift in the convergence of traditional finance (TradFi) and blockchain-based decentralized finance (DeFi). This milestone signals accelerating mainstream adoption of onchain equities as institutions and retail investors increasingly engage with tokenized formats. Enhanced liquidity and efficiency reduce post-trade friction, geographic restrictions, and costs, enabling borderless, continuous markets. DeFi integration: Tokenized stocks can be used in protocols for borrowing, lending, or yield farming, unlocking new capital efficiency.
Products operate in gray areas; clearer frameworks expected in 2026 could accelerate institutional inflows, but mismatches like ESMA warnings on “misunderstanding” risks persist. Volatility exposure: Mirrors underlying stocks, plus blockchain risks. Outlook for 2026 and beyond: This $1B threshold is an “early adoption” inflection point, akin to stablecoins’ breakout. With improving infrastructure such as cross-chain tools, regulatory clarity under pro-crypto policies, tokenized equities could become a core growth engine in RWAs, reshaping global capital markets toward more open, efficient, and inclusive systems.
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