Tokenized U.S. stocks break the $1 billion mark; AI and crypto sector surges 54% in a single month
1. On-chain U.S. stocks reach a historic milestone
Binance Smart Chain has recently announced that it has become the first blockchain network to see the total market value of tokenized stocks and ETFs exceed $1 billion. On-chain RWA (real-world asset) trading volume has surged by 10,116. This milestone marks that the migration of traditional financial assets to the blockchain is entering a faster acceleration phase, and it also offers global investors a brand-new channel for asset allocation.
Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered Bank, publicly stated that tokenized networks will become a key winner in this market cycle. Visa stablecoin-linked card payments grew by about 200% year over year, further solidifying Binance Smart Chain’s core position as an RWA infrastructure layer.
From on-chain data, there are currently multiple tokenized U.S. stock tokens in circulation, including those representing Moderna, Linear Technology, and others. Investors can hold and trade these traditional assets via decentralized methods, greatly reducing the barriers and costs of cross-border investing.
2. AI crypto sector leads the broader market strongly
According to Grayscale’s latest research report, AI-related crypto tokens rose by 54% overall in September, far exceeding the crypto market’s overall increase of 24%. NEAR Protocol surged by 183%, VVV rose by 70%, and Worldcoin jumped by 47%, demonstrating strong momentum in the AI track.
Although the AI crypto sector’s total market cap is about $15 billion—the smallest among the six crypto categories defined by Grayscale—this also implies substantial upside potential. With the deep application of artificial intelligence across industries, the combination of AI and blockchain is creating new investment paradigms.
Musk recently called SpaceX a super-intelligent company on social media, which directly drove the SI meme coin to jump more than 20% in a single day, once again proving the powerful influence of AI narratives on market sentiment.
3. Macro conditions drive capital toward innovative assets
In the U.S., September’s nonfarm payrolls came in at only 29,000, far below the market expectation of 90,000. The unemployment rate rose to 4.2%, significantly cooling expectations for October rate hikes. CME’s federal funds futures tool shows the probability of a rate hike in December has fallen to 66%, and the market has begun to reprice the Fed’s policy path.
Against the backdrop of weaker employment data and warming rate-cut expectations, capital is moving from traditional assets toward crypto and innovative technology sectors. The SEC recently approved the first three leveraged BTC and ETH ETP products, including six triple-leveraged ETPs launched by Volatility Shares. This indicates regulators are becoming more open to complex crypto investment products.
4. Market outlook and risk warnings
The breakout of tokenized U.S. stocks and the strong performance of the AI crypto sector reflect the market’s strong expectations for the integration of traditional finance and blockchain technology. However, investors also need to be aware of the associated risks.
Liquidity of on-chain assets, regulatory compliance, and smart contract security are still key areas that require close attention. Meanwhile, although the AI crypto sector has surged dramatically, its overall market cap remains relatively small, and its volatility is also comparatively higher.
In an environment with high macroeconomic uncertainty, investors are advised to stay rational, plan their asset allocation and risk management carefully, seize innovation opportunities, and control potential risks.
#代币化美股 #AI加密 #RWA assets
1. On-chain U.S. stocks reach a historic milestone
Binance Smart Chain has recently announced that it has become the first blockchain network to see the total market value of tokenized stocks and ETFs exceed $1 billion. On-chain RWA (real-world asset) trading volume has surged by 10,116. This milestone marks that the migration of traditional financial assets to the blockchain is entering a faster acceleration phase, and it also offers global investors a brand-new channel for asset allocation.
Geoffrey Kendrick, Head of Digital Assets Research at Standard Chartered Bank, publicly stated that tokenized networks will become a key winner in this market cycle. Visa stablecoin-linked card payments grew by about 200% year over year, further solidifying Binance Smart Chain’s core position as an RWA infrastructure layer.
From on-chain data, there are currently multiple tokenized U.S. stock tokens in circulation, including those representing Moderna, Linear Technology, and others. Investors can hold and trade these traditional assets via decentralized methods, greatly reducing the barriers and costs of cross-border investing.
2. AI crypto sector leads the broader market strongly
According to Grayscale’s latest research report, AI-related crypto tokens rose by 54% overall in September, far exceeding the crypto market’s overall increase of 24%. NEAR Protocol surged by 183%, VVV rose by 70%, and Worldcoin jumped by 47%, demonstrating strong momentum in the AI track.
Although the AI crypto sector’s total market cap is about $15 billion—the smallest among the six crypto categories defined by Grayscale—this also implies substantial upside potential. With the deep application of artificial intelligence across industries, the combination of AI and blockchain is creating new investment paradigms.
Musk recently called SpaceX a super-intelligent company on social media, which directly drove the SI meme coin to jump more than 20% in a single day, once again proving the powerful influence of AI narratives on market sentiment.
3. Macro conditions drive capital toward innovative assets
In the U.S., September’s nonfarm payrolls came in at only 29,000, far below the market expectation of 90,000. The unemployment rate rose to 4.2%, significantly cooling expectations for October rate hikes. CME’s federal funds futures tool shows the probability of a rate hike in December has fallen to 66%, and the market has begun to reprice the Fed’s policy path.
Against the backdrop of weaker employment data and warming rate-cut expectations, capital is moving from traditional assets toward crypto and innovative technology sectors. The SEC recently approved the first three leveraged BTC and ETH ETP products, including six triple-leveraged ETPs launched by Volatility Shares. This indicates regulators are becoming more open to complex crypto investment products.
4. Market outlook and risk warnings
The breakout of tokenized U.S. stocks and the strong performance of the AI crypto sector reflect the market’s strong expectations for the integration of traditional finance and blockchain technology. However, investors also need to be aware of the associated risks.
Liquidity of on-chain assets, regulatory compliance, and smart contract security are still key areas that require close attention. Meanwhile, although the AI crypto sector has surged dramatically, its overall market cap remains relatively small, and its volatility is also comparatively higher.
In an environment with high macroeconomic uncertainty, investors are advised to stay rational, plan their asset allocation and risk management carefully, seize innovation opportunities, and control potential risks.
#代币化美股 #AI加密 #RWA assets