Tokenized Stocks Rose by 60% in a Month

The tokenized stock market has accelerated sharply. In May, the total amount of funds in this segment grew from roughly $995 million to more than $1.6 billion, according to RWA.xyz data.

Capital began actively flowing into on-chain versions of stocks amid weak crypto market performance. While Bitcoin and altcoins traded sideways, investors shifted toward tokenized shares of technology companies and instruments linked to artificial intelligence.

The Market Has Grown Almost 50x in a Year

Back in the spring of 2025, tokenized stocks remained a niche experiment with a market capitalization of around $30 million. Now, the sector has turned into a full-fledged market with daily trading, lending, and use in DeFi protocols.

The total value of tokenized stocks has grown by 60% over the past month, surpassing $1.6 billion.

The growth has been one of the fastest among all segments of tokenized assets. By comparison, the commodities market, which was the main driver at the beginning of the year, declined instead. The volume of tokenized commodities in May fell from around $7.8 billion to $7 billion.

Against this backdrop, analysts are increasingly calling tokenized stocks the next major direction for the real-world assets industry.

Liquidity Is Moving into Stocks

Tokenized stocks are traded on several leading platforms, showing accelerated growth in May.

The main growth factor is demand for more familiar and understandable assets. Investors gain access to stocks through blockchain without traditional brokers, trading-hour restrictions, or complex banking infrastructure.

Tokenized shares of companies linked to AI and the technology sector are growing especially actively. Many traders view such instruments as a more stable alternative to ordinary crypto tokens.

At the same time, interest in trading derivatives based on real-world assets has surged. Over the past few months, the volume of transactions with such assets on decentralized markets has exceeded $821 billion.

Most of this activity has been concentrated in perpetual futures and speculative trading on price movements, rather than long-term stock ownership.

Hyperliquid and Perpetual Contracts Fueled Demand

One of the main drivers has been the Hyperliquid ecosystem and its HIP-3 market. The platform allows new markets and perpetual futures on real-world assets to be launched quickly.

In effect, traders have begun using tokenized stocks as a new class of highly liquid instruments within the crypto industry. This is especially visible amid growing interest in on-chain trading of indices, technology companies, and pre-IPO assets.

For many users, actual stock ownership is less important than the ability to quickly open positions on price increases or declines.

Ethereum Remains the Largest Network, but Liquidity Is Shifting

Ethereum still leads in the total number of tokenized assets and the size of its infrastructure. However, the liquidity landscape is gradually changing.

According to Dune Analytics, $BNB Chain has become one of the most active platforms for trading tokenized assets in recent months. The reason is cheaper transactions and high activity among retail traders.

Solana has also sharply strengthened its position, especially after the rise in popularity of XStocks and the Ondo platform. The Solana ecosystem is now considered one of the most liquid environments for trading tokenized shares of technology companies.

Ondo and Solana Became the Main Beneficiaries of Growth

Several leaders are gradually emerging in the market. Ondo Finance, Solana XStocks, and projects within $BNB Chain received the main inflow of liquidity in May.

Some early initiatives, including Robinhood’s bet on Arbitrum, failed to gain comparable volumes. Users are moving to where liquidity, active trading, and access to popular securities already exist.

Solutions that allow tokenized stocks to be used inside DeFi are growing especially quickly — as collateral, a source of liquidity, or an instrument for leveraged trading.

The Market Still Faces Problems

Despite rapid growth, the sector remains far from mature. The main problems are unstable liquidity and a legal ownership structure that is not yet fully clear.

Not all tokenized stocks give holders the same rights. In addition, regulation remains fragmented. Requirements for such assets differ significantly from country to country.

The situation around Anthropic raised additional questions after the company restricted access to part of its pre-IPO sales and excluded some buyers. This once again reignited the discussion about how reliable the tokenized securities market really is.

Why the Market Continues to Grow

Despite the risks, interest in tokenized stocks continues to strengthen. The reason is simple: investors want 24/7 access to traditional assets within the crypto ecosystem.

Tokenization makes it possible to combine blockchain liquidity, DeFi, and familiar stock-market instruments. For the crypto market, this looks like the next stage after the boom in stablecoins and tokenized bonds.

If the current pace continues, the tokenized stock market could approach $10 billion by the end of 2026.

See also: "BNB Chain Launches Agent Survival Pack"

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