Institutional Rails for Onchain Stocks
Institutional Rails for Onchain Stocks
Analyzing the Rise of Tokenized Equities
Analyzing the Rise of Tokenized Equities
Analyzing the Rise of Tokenized Equities
In this report, we analyze the current market structure of tokenized equities, including recent growth, who controls the market, which chains are winning, and why December 2025 marked a regulatory turning point for institutional adoption.
In this report, we analyze the current market structure of tokenized equities, including recent growth, who controls the market, which chains are winning, and why December 2025 marked a regulatory turning point for institutional adoption.
Inside This Report
Inside This Report
Tokenized Equities Become Institutional
Tokenized Equities Become Institutional
Not just an experiment anymore. Learn why tokenized stocks are growing almost 30 times faster than tokenized treasuries, what is driving demand, and how regulatory clarity unlocked real institutional rails.
Not just an experiment anymore. Learn why tokenized stocks are growing almost 30 times faster than tokenized treasuries, what is driving demand, and how regulatory clarity unlocked real institutional rails.
The Market Is Concentrated by Design
The Market Is Concentrated by Design
Explore the current duopoly led by Ondo and Backed and Kraken, why speed to market mattered more than decentralization, and how Securitize is positioning itself as the compliant alternative.
Explore the current duopoly led by Ondo and Backed and Kraken, why speed to market mattered more than decentralization, and how Securitize is positioning itself as the compliant alternative.
Chains, Liquidity, and Where Activity Actually Happens
Chains, Liquidity, and Where Activity Actually Happens
Ethereum still dominates — but not everywhere. See how Solana, Algorand, and BNB Chain carved out specific roles across settlement, trading, and compliant issuance.
Ethereum still dominates — but not everywhere. See how Solana, Algorand, and BNB Chain carved out specific roles across settlement, trading, and compliant issuance.
Regulatory Breakthroughs That Changed Everything
Regulatory Breakthroughs That Changed Everything
Understand why the DTCC no action letter, SEC custody guidance, and Nasdaq’s rule proposal collectively removed the biggest blockers to tokenized equities in the United States.
Understand why the DTCC no action letter, SEC custody guidance, and Nasdaq’s rule proposal collectively removed the biggest blockers to tokenized equities in the United States.
Why Institutional Leaders Need This Report
Why Institutional Leaders Need This Report
Market Structure Clarity
Market Structure Clarity
Get a clean breakdown of platforms, volumes, chains, and custody with no hype, just data-driven insights on tokenized equities.
Get a clean breakdown of platforms, volumes, chains, and custody with no hype, just data-driven insights on tokenized equities.
Strategic Signals
Strategic Signals
Identify growth opportunities for tokenized equities and which infrastructure bets are most likely to compound.
Identify growth opportunities for tokenized equities and which infrastructure bets are most likely to compound.
Forward Looking Framework
Forward Looking Framework
Understand what to watch as this market develops, including metrics such as volume to AUM ratios, chain migration, DTCC timelines, and counterparty concentration risk.
Understand what to watch as this market develops, including metrics such as volume to AUM ratios, chain migration, DTCC timelines, and counterparty concentration risk.
