The market for tokenized stocks is experiencing explosive growth: the number of holders has doubled in a month.
The tokenized securities sector is experiencing a phase of exponential adoption. My analysis of fresh on-chain data demonstrates unprecedented dynamics: over the last 30 days, the number of unique addresses holding digital shares has surged by 124%, reaching the mark of 1.31 million. This is not just a correction or a local spike—it is a structural shift in the market's perception of real-world assets (RWA).
Particular attention deserves the volume of transfers: the monthly turnover has grown by almost 180%, amounting to an impressive $23.13 billion. Such a jump indicates that institutional players and large holders have stopped viewing tokenized shares as an experimental tool, actively using them for settlements and liquidity management. The number of active addresses conducting transactions has increased by 34.6%—to 572,000, which testifies to the growing involvement of retail participants.
The total market value of digitized securities distributed across wallets has grown by 5.9%—to $2.38 billion. Notably, the growth in market capitalization lags behind the growth in the number of holders, which speaks to the "democratization" of the asset: new participants enter with smaller amounts, splitting their portfolios.
My expert conclusion: We are observing a classic pattern of liquidity bubble formation at an early stage of a mature market. However, unlike speculative meme coins, here the foundation is real assets with legal backing. If the growth rates persist, by the end of the quarter we may see consolidation, but the underlying trend toward tokenization of the stock market is already irreversible.