🔷 Tokenized market: $331.8B, growth beyond stablecoins
📋 Facts:
• Pantera Capital: 671 assets, $331.8B (June 30, 2026)
• Stablecoins: $295.5B (-2.3%, share 89.1%)
• Non-stablecoin assets: $36.3B (+13.3%)
• U.S. Treasury: +$3.5B per quarter
• Private credit: +$965M
• Institutions: J.P. Morgan, HSBC, Fidelity launched onchain
• BlackRock BUIDL: $441M onchain in June, daily redemptions $1B
• Robinhood Chain: tokenized shares of NVIDIA, Apple, Tesla
• SEC: 5-year exemption for tokenized shares
🧠 My take: Tokenization has moved beyond stablecoins. Non-stablecoin assets grew by 13.3% ($32B → $36.3B), while stablecoins fell by 2.3%. Institutions are entering at scale: J.P. Morgan, HSBC, Fidelity. BlackRock BUIDL moved $441M onchain. Robinhood Chain launched tokenized shares. The SEC granted a 5-year exemption. The key challenge is creating liquid secondary markets. Question: will it become mainstream or remain a niche trend?
⚠️ Risks: lack of liquid secondary markets; CLARITY Act not adopted; reliance on institutions.
❓ Mainstream or niche trend? 👇
$NVDAB $AAPLB $TSLAB #BStocks
📋 Facts:
• Pantera Capital: 671 assets, $331.8B (June 30, 2026)
• Stablecoins: $295.5B (-2.3%, share 89.1%)
• Non-stablecoin assets: $36.3B (+13.3%)
• U.S. Treasury: +$3.5B per quarter
• Private credit: +$965M
• Institutions: J.P. Morgan, HSBC, Fidelity launched onchain
• BlackRock BUIDL: $441M onchain in June, daily redemptions $1B
• Robinhood Chain: tokenized shares of NVIDIA, Apple, Tesla
• SEC: 5-year exemption for tokenized shares
🧠 My take: Tokenization has moved beyond stablecoins. Non-stablecoin assets grew by 13.3% ($32B → $36.3B), while stablecoins fell by 2.3%. Institutions are entering at scale: J.P. Morgan, HSBC, Fidelity. BlackRock BUIDL moved $441M onchain. Robinhood Chain launched tokenized shares. The SEC granted a 5-year exemption. The key challenge is creating liquid secondary markets. Question: will it become mainstream or remain a niche trend?
⚠️ Risks: lack of liquid secondary markets; CLARITY Act not adopted; reliance on institutions.
❓ Mainstream or niche trend? 👇
$NVDAB $AAPLB $TSLAB #BStocks
