Tokenized stocks are the big winner of 2025 – Here’s why!

ambcryptoОпубликовано 2025-12-22Обновлено 2025-12-22

Введение

Tokenized stocks have emerged as the standout performer of 2025, with a remarkable 2,695% year-to-date growth in market capitalization, far outpacing other tokenized assets like commodities (225%) and funds (148%). While Ethereum remains the dominant blockchain for issuance, its market share is increasingly challenged by newer chains such as Solana, BNB Chain, Arbitrum, Base, and Polygon. This expansion reflects a broader competitive race among blockchains to capture a segment of the massive traditional financial markets—stocks and funds each represent over $100 trillion, while commodities add another $30 trillion-plus opportunity. The growth is driven by the ability of blockchain to reduce costs, accelerate settlement, and reach new users, making tokenized assets a critical area for infrastructure development and long-term relevance.

2025 has been the year of tokenized stocks.

The market is still small, but growth has been explosive. Ethereum continues to dominate issuance, yet its grip is no longer exclusive; newer blockchains are beginning to chip away at market share.

Is tokenization now a race between chains?

Tokenized stocks break away from the pack

So far in 2025, tokenized stocks have clearly pulled ahead of the rest of the tokenized asset market. Their market cap is up 2,695% YTD, outpacing tokenized commodities (225%) and tokenized funds (148%).

Even stablecoins, despite their much larger base, are up just 49% over the same period.

Data from Token Terminal shows how tokenized stocks pulled up their socks mid-year. Issuers like Backed, Ondo Finance, Dinari, and Robinhood are leading this surge.

This growth isn’t confined

While Ethereum is still the go-to for the tokenized stocks market, its lead is no longer absolute. The network continues to hold the largest share of issuance, but newer chains are steadily filling in around it.

Solana, BNB Chain, Arbitrum, Base, and Polygon have all captured meaningful slices of market cap.

Since mid-2025, total market cap has expanded across several chains at once, rather than flowing to Ethereum [ETH] alone.

Why is everyone chasing tokenized assets?

Tokenized assets matter at the infrastructure level because the markets behind them are enormous. Even without stablecoins, tokenized stocks, funds, and commodities show great untapped demand.

Stocks and funds each represent markets worth more than $100 trillion, while commodities add another $30 trillion-plus opportunity.

Capturing even a small share of this activity can help with usage, fees, and long-term relevance. If a chain can cut costs, speed up settlement, and help issuers reach new users, tokenized assets become more useful.

That makes them valuable even for the chains competing to host them.

Final Thoughts

Tokenized stocks are up 2,695% YTD, making them the fastest-growing segment in on-chain assets.
Ethereum still leads issuance, but tokenization is now a competitive race.

Связанные с этим вопросы

QWhat is the year-over-year growth rate of tokenized stocks in 2025 according to the article?

AThe market cap of tokenized stocks is up 2,695% year-to-date (YTD) in 2025.

QWhich blockchain is mentioned as still dominating the issuance of tokenized stocks, but is facing increasing competition?

AEthereum is still the go-to for the tokenized stocks market and holds the largest share of issuance, but its lead is no longer absolute as newer chains are gaining market share.

QName at least three issuers that are leading the surge in tokenized stocks.

AIssuers leading the surge include Backed, Ondo Finance, Dinari, and Robinhood.

QBesides Ethereum, which other blockchains have captured meaningful market cap in tokenized assets?

ASolana, BNB Chain, Arbitrum, Base, and Polygon have all captured meaningful slices of the market cap.

QWhy are tokenized assets considered valuable for the blockchains that host them?

ACapturing even a small share of the enormous traditional markets (like stocks and funds) can help a blockchain with usage, fees, and long-term relevance. If a chain can cut costs, speed up settlement, and help issuers reach new users, it makes the tokenized assets more useful and valuable for the chain itself.

Похожее

After 50x Storage Surge, Justin Sun Always Looks to the Next Decade

Sun Yuchen, known for his controversial stunts like a $30 million lunch with Warren Buffett (canceled due to a kidney stone) and eating a $6.2 million duct-taped banana, is often overshadowed by a significant fact: his decade-long track record of spotting major investment trends. In 2016, he famously advised young people to invest in Bitcoin, Nvidia, Tesla, and Tencent instead of buying property. A hypothetical $20,000 investment in Nvidia and Tesla from that list would now be worth over 50 million RMB. His latest major call was on November 6, 2025, predicting a "50x storage opportunity" tied to the AI boom, which materialized with Sandisk's stock surging nearly 50-fold by 2026. Looking ahead, Sun now focuses on the next frontier: Physical AI. He identifies four key areas: 1. **Embodied AI/Robotics**: He sees this reaching its "iPhone moment," with companies like UBTech and Galaxy General leading in commercialization. 2. **Drones**: Viewed as the first commercially viable form of Physical AI, revolutionizing sectors from warfare (e.g., AeroVironment's Switchblade) to logistics. 3. **Spatial Computing**: Beyond VR, it's about AI understanding physical space, a foundational technology for robotics and autonomous systems, exemplified by Apple's Vision Pro. 4. **Space Exploration**: After a 2025 suborbital flight with Blue Origin, Sun advocates for space as the ultimate frontier, discussing blockchain's potential role in space asset management and data transactions. His investment philosophy involves betting on entire, inevitable trends rather than single companies. For robotics, he sees Tesla (the body/manufacturer) and Nvidia (the brain/AI platform) as complementary plays. In defense drones, he highlights companies making tanks obsolete (AeroVironment) and those augmenting fighter jets (Kratos). For space, he participated in Blue Origin's flight and anticipates SpaceX's potential IPO to redefine the sector's valuation. Sun Yuchen's vision frames the next two decades not as a revolution in information flow (like the internet), but in the fundamental operation of the physical world through AI-powered robots, autonomous systems, and spatial intelligence, ultimately extending human and AI activity into space. While many still focus on conventional assets, he continues to look toward the next technological horizon.

marsbit11 мин. назад

After 50x Storage Surge, Justin Sun Always Looks to the Next Decade

marsbit11 мин. назад

The Billionaires Behind the Most Expensive Midterm Election in History

"The Most Expensive Midterm Elections and Their Billionaire Backers" This analysis details the unprecedented scale of spending in the 2026 midterm elections, highlighting the key billionaire donors shaping the political landscape. Jeff Yass, founder of Susquehanna International Group, has contributed over $81 million, ranking third among individual donors behind George Soros ($102.6M) and Elon Musk ($84.8M). Yass is a major donor to Trump's MAGA Inc. and supports school choice and various candidates. Overall, federal committees have raised over $4.7 billion this cycle, with political ad spending projected to reach $10.8 billion. Republican-aligned groups are significantly out-raising their Democratic counterparts. "Dark money" from undisclosed sources continues to grow. The core stakes involve control of Congress and policy direction for Trump's final term. Donors are also motivated by specific issues: Sergey Brin and Chris Larsen are funding opposition to a proposed California wealth tax and supporting crypto-friendly policies. Other top donors include OpenAI's Greg Brockman and his wife Anna ($50M total to MAGA Inc. and an AI-focused PAC), Richard Uihlein ($45.3M to conservative causes), venture capitalists Marc Andreessen and Ben Horowitz (each over $44M to crypto/AI PACs and MAGA Inc.), Miriam Adelson ($42.6M to GOP leadership PACs), Paul Singer ($33.9M), and Diane Hendricks ($25.8M to MAGA Inc.). The article notes that the peak fundraising period is still ahead, with major primaries approaching.

marsbit13 мин. назад

The Billionaires Behind the Most Expensive Midterm Election in History

marsbit13 мин. назад

The Largest IPO in History Is Approaching, Surpassing SpaceX, 28 Years of AI Self-Iteration, Countdown to Intelligence Explosion

"Anthropic Nears Trillion-Dollar IPO, Fueled by Explosive Growth and 2028 'Intelligence Explosion' Warning Anthropic is considering a deal valuing the AI company near $1 trillion, potentially leading to one of the largest IPOs ever and surpassing SpaceX. Its revenue has skyrocketed, with Annual Recurring Revenue (ARR) reaching $45 billion in May 2026—a 500% increase in just five months. This vertical growth curve is attributed to its key products, Claude Code and Cowork, dominating AI coding and enterprise collaboration. Beyond commercial success, co-founder Jack Clark issued a pivotal warning in an interview: there is a greater than 50% chance that by the end of 2028, AI systems will achieve recursive self-improvement—the ability to autonomously build a 'better version' of themselves, initiating an 'intelligence explosion.' This prophecy underpins the company's astronomical valuation, as the market prices in the potential for transformative and disruptive AI. Further signaling its ambition, Anthropic formed a $1.5 billion joint venture with Goldman Sachs and Blackstone, aiming to disrupt traditional consulting firms like McKinsey by deploying Claude AI for complex strategic work. This move tests AI's capacity to replace high-level cognitive labor, a precursor to its predicted autonomous evolution. The narrative presents a dual future: unprecedented economic opportunity alongside significant risks like economic restructuring and security threats. Anthropic's meteoric rise and Clark's 2028 prediction frame the coming years as a countdown to a potential technological singularity."

marsbit25 мин. назад

The Largest IPO in History Is Approaching, Surpassing SpaceX, 28 Years of AI Self-Iteration, Countdown to Intelligence Explosion

marsbit25 мин. назад

The Exquisite Self-Interest of Former OpenAI CTO Murati: Personally Handing Over the Knife and Then Being the First to Seek Reconciliation

Court documents from Elon Musk's lawsuit reveal OpenAI's former CTO, Mira Murati, played a central and seemingly self-interested role in Sam Altman's November 2023 ouster and reinstatement. As early as 2022, she complained to Altman about his shifting priorities and pressure to prioritize revenue. By 2023, she privately supplied co-founder Ilya Sutskever with extensive internal evidence against Altman, which became a key 52-page memo for the board. She was appointed interim CEO after Altman's firing and informed Microsoft. However, text messages show Murati simultaneously relayed the board's stance to Altman while secretly urging Microsoft's CEO to help reverse the decision. Once employee backlash mounted, she refused to publicly defend the board's move she helped engineer. She then became the first signatory on the employee petition demanding the board resign and reinstate Altman. A former board member testified Murati was "waiting to see which way the wind blew," not realizing "she herself was the wind." The evidence depicts her actions as consistently aligning with her own interests throughout the crisis.

marsbit31 мин. назад

The Exquisite Self-Interest of Former OpenAI CTO Murati: Personally Handing Over the Knife and Then Being the First to Seek Reconciliation

marsbit31 мин. назад

AI Inference Bills Soar, Shopify and Roblox Warn: Savings from Layoffs Not Enough to Cover Chip Costs

The 2026 Q1 earnings season reveals a paradox: while AI helps companies freeze hiring and boost productivity, the soaring costs of AI inference—token consumption and GPU depreciation—are eroding savings from workforce reductions. Shopify reported that AI now writes over 50% of its code, enabling significant output with stable headcount. However, LLM costs, driven by heavy usage of its AI assistant Sidekick, are pressuring its subscription毛利率. Similarly, Roblox attributed a quarter of its full-year利润率下调 to increased AI investment. The article highlights a broader industry imbalance: combined AI capital expenditure for Amazon, Meta, Microsoft, and Google is projected to reach $725 billion in 2026, vastly outpacing potential savings from layoffs. For instance, Meta's planned裁员 would save about $2.4 billion annually, offsetting only ~12% of its incremental AI depreciation. While底层 model and chip suppliers like NVIDIA maintain high profitability, application-layer companies face a pricing squeeze. Their strategies now involve要么 tightly linking AI costs to user engagement (like Shopify) or introducing fees for advanced AI features (like Roblox), as covering AI bills with裁员 savings alone is financially unsustainable.

marsbit40 мин. назад

AI Inference Bills Soar, Shopify and Roblox Warn: Savings from Layoffs Not Enough to Cover Chip Costs

marsbit40 мин. назад

Торговля

Спот

Фьючерсы

Популярные статьи

Как купить S

Добро пожаловать на HTX.com! Мы сделали приобретение Sonic (S) простым и удобным. Следуйте нашему пошаговому руководству и отправляйтесь в свое крипто-путешествие.Шаг 1: Создайте аккаунт на HTXИспользуйте свой адрес электронной почты или номер телефона, чтобы зарегистрироваться и бесплатно создать аккаунт на HTX. Пройдите удобную регистрацию и откройте для себя весь функционал.Создать аккаунтШаг 2: Перейдите в Купить криптовалюту и выберите свой способ оплатыКредитная/Дебетовая Карта: Используйте свою карту Visa или Mastercard для мгновенной покупки Sonic (S).Баланс: Используйте средства с баланса вашего аккаунта HTX для простой торговли.Третьи Лица: Мы добавили популярные способы оплаты, такие как Google Pay и Apple Pay, для повышения удобства.P2P: Торгуйте напрямую с другими пользователями на HTX.Внебиржевая Торговля (OTC): Мы предлагаем индивидуальные услуги и конкурентоспособные обменные курсы для трейдеров.Шаг 3: Хранение Sonic (S)После приобретения вами Sonic (S) храните их в своем аккаунте на HTX. В качестве альтернативы вы можете отправить их куда-либо с помощью перевода в блокчейне или использовать для торговли с другими криптовалютами.Шаг 4: Торговля Sonic (S)С легкостью торгуйте Sonic (S) на спотовом рынке HTX. Просто зайдите в свой аккаунт, выберите торговую пару, совершайте сделки и следите за ними в режиме реального времени. Мы предлагаем удобный интерфейс как для начинающих, так и для опытных трейдеров.

1.3k просмотров всегоОпубликовано 2025.01.15Обновлено 2025.03.21

Sonic: Обновления под руководством Андре Кронье – новая звезда Layer-1 на фоне спада рынка

Он решает проблемы масштабируемости, совместимости между блокчейнами и стимулов для разработчиков с помощью технологических инноваций.

2.2k просмотров всегоОпубликовано 2025.04.09Обновлено 2025.04.09

Sonic: Обновления под руководством Андре Кронье – новая звезда Layer-1 на фоне спада рынка

HTX Learn: Пройдите обучение по "Sonic" и разделите 1000 USDT

HTX Learn — ваш проводник в мир перспективных проектов, и мы запускаем специальное мероприятие "Учитесь и Зарабатывайте", посвящённое этим проектам. Наше новое направление .

1.8k просмотров всегоОпубликовано 2025.04.10Обновлено 2025.04.10

HTX Learn: Пройдите обучение по "Sonic" и разделите 1000 USDT

Обсуждения

Добро пожаловать в Сообщество HTX. Здесь вы сможете быть в курсе последних новостей о развитии платформы и получить доступ к профессиональной аналитической информации о рынке. Мнения пользователей о цене на S (S) представлены ниже.