Binance Blog published a new article, revealing insights into the growth of tokenized stocks and the expanding role of bStocks in on-chain finance. The article says the on-chain economy is no longer limited to crypto-native assets, as tokenized securities have emerged as a new category in 2026. According to Binance Research, the tokenized stocks category crossed $3B in market capitalization in the fourth week of September 2026, while the broader on-chain real-world asset market reached $38B this year, up about 50% year to date. Tokenized stocks now account for roughly 8% of total on-chain RWA value. The article also notes that bStocks reached around $800M in market capitalization in under four months and has been among the most transferred instruments in the category. It adds that the share of value deployed in DeFi has more than tripled in 2026, rising from 1.8% to 6.3% on a 60-day rolling basis, suggesting that more tokenized stock value is being used rather than simply held.

The article explains that tokenized stocks have become the fastest-growing RWA category in 2026, with momentum building around the time Binance launched bStocks in June. It says bStocks was designed for users seeking equity-linked exposure in a format that fits crypto usage patterns, including wallet-based holding, on-chain transfers, and use across applications. Unlike traditional equities, which are limited by market hours and brokerage workflows, tokenized instruments can be traded around the clock, including weekends, allowing users to react to events that occur after market close. The article also highlights portability as a key feature, noting that bStocks holders can move exposure between the Binance exchange and their own wallet for self-custody. It further states that Binance offers a 1:1 conversion mechanism between bStocks and stocks with no fees. In terms of activity, the article says BNB Chain has become a key venue in 2026, holding around $1B in tokenized stocks and about 1.8M tokenized stock holders as of this September. It also notes that tokenized stock holders are increasingly using these assets in DeFi, including as collateral and in liquidity pools, which the article presents as evidence of growing real utility.