Dharmendar
7.9K posts
If you ask me what the next market trend is, I would say tokenized stocks 🧵 Because at the end of the day, it’s solving real demand. I personally want exposure to US equities, but there are still too many barriers. Even when access is possible, it often goes through intermediaries, and you still depend on brokers, which adds layers of risk. That’s why tokenized stocks make sense. It opens access for non-US users to gain exposure to US equities directly onchain. And it’s quietly becoming one of the biggest narratives within RWA. I believe it’s only a matter of time before this sector accelerates. If we look at current data: – Tokenized stocks TVL has crossed ~$1B – Monthly transfer volume ~$2.5-2.7B – ~180K–200K holders and ~85K-90K active addresses – Total RWA market: ~$23-26B (roughly 3-4x YoY growth) → The data is already pointing in one direction: this sector is still early and continuing to expand. What matters even more is capital flow and adoption: – Ondo holds roughly ~55-65% market share in tokenized securities. – Franklin Templeton (~$1.5T+ AUM) has launched tokenized funds and is expanding into tokenized ETFs. – Major exchanges and infra players are actively exploring 24/7 trading rails for tokenized equities. To understand the upside, zoom out: The global equities market is around ~$110-115T. If only 1-5% moves onchain, that’s already a $1T-$5T opportunity. So where is the opportunity for retail? In my view, it’s owning the tokens of projects building this infrastructure. These are the ones I’m watching: – $ONDO | @OndoFinance leading in tokenized equities and ETFs distribution. – $MPL | @maplefinance → lending infrastructure for RWA capital. – $CFG | @centrifuge → tokenization of real-world assets. – $POLYX | @PolymeshNetwork → compliance-focused chain for regulated securities. Of course, NFA. DYOR and make decisions based on your own risk profile.
