🚀 October 2026: Tokenized Stocks on Solana hit multiple ATHs

In October 2026 alone, several Tokenized Stocks metrics on Solana reached new highs:

1️⃣ Backpack reached nearly $600 million in tokenized stock volume, the highest recorded at the time, accounting for around 63% of weekly trading volume on Solana. The image in the post shows a record weekly volume of over $584 million and cumulative volume of over $5.3 billion (June 12–October 18, 2026).

2️⃣ Jupiter reached $350 million in tokenized stock volume, its highest level in 2026, up 50% from September.

3️⃣ Raydium reached around $2.8 billion in volume for September 2026, compared with only around $500 million in August, making it the volume leader on Solana.

4️⃣ xStocks reached around $1 billion in AUM, up from $225 million in February 2026—a roughly 4x increase. The image shows AUM of around $1.02 billion.

I believe this wave is still in its early stages. The next phase won't just be a game for DeFi or CEX players like Ondo, xStocks, or Binance's bStocks; major institutions will also be involved: NYSE with OKXICE and the Securitize, tZERO, Computershare, Equiniti, and Superstate alliance; Nasdaq partnering with Payward (the parent company of Kraken and xStocks); and DTCC.

Tokenized stocks are also beginning to make deeper inroads into DeFi, starting with lending. According to the image in the post, the share of AUM allocated to lending is: Coinbase 36%, Superstate 43%, xStocks 3%, Robinhood 2%.

One clear signal: tokenized $CRCL has already reached around 2% of Circle's stock market capitalization, or about $388 million (according to the cited post).

If Tokenized Stocks capture 2% of the U.S. stock market, their value could reach around $1.6 trillion. The original post puts the current market size at around $4 billion—meaning it's still about 400x away. The image (approximately November 2026; RWA.xyz, DefiLlama, SIFMA) shows around $3.69 billion, compared with a U.S. stock market of around $78.7 trillion.

Do you think Tokenized Stocks on Solana can maintain their momentum as major institutions get involved? 👇

#TokenizeStocks #Solana #RWA #CRCL