Securitize is framing the native tokenization of public equities as a potential $2 trillion market opportunity, arguing that moving just 2% of U.S. stocks and ETFs onto blockchain rails could create a market roughly equal to the entire crypto sector today. The estimate was presented during the company’s August 13 earnings call, and comes as the global equities market is valued above $100 trillion.
That thesis is supported by fresh on-chain activity data. According to RWA.xyz, tokenized stock transfers reached $29.5 billion in the 30 days ending August 29, a rise of more than 415% from the prior period. Active addresses surpassed 1.3 million, while tokenized stockholders climbed to 2.36 million during the same span. Ondo, Kraken’s xStocks and Binance’s bStocks controlled about 81% of distributed equity value.
Securitize says today’s tokenized equity market is only about $2 billion globally, much of it in synthetic products or offshore instruments that may not carry full legal ownership rights. The firm is pushing “native tokenization,” where issuer-sponsored tokens preserve shareholder rights including voting and dividends. On July 2, 2026, the same day it listed on the New York Stock Exchange under ticker SECZ, Securitize tokenized its own shares on Solana and Avalanche, valued between roughly $266 million and $295 million at the time — described as the largest tokenized equity issuance on record at that moment.
Securitize works with the NYSE, transfer agent Computershare and BlackRock, and now manages about $38 billion across tokenized asset categories including private credit, real estate and funds. It crossed $5 billion in assets under management early in the third quarter of 2026. Meanwhile, Coinbase, Robinhood, Bitwise, Bybit, and Arcus have added new equity products across public blockchains, marking a shift from simple token issuance toward trading, custody, portfolio management and collateral use.
