The market for tokenized stocks has exploded: the number of holders has doubled in a month.
The real-world asset (RWA) tokenization sector is experiencing a phase of exponential growth, and the figures from the past month confirm this unequivocally. The number of unique addresses holding tokenized stocks has surged by 124%, reaching 1.31 million. This is not just incremental growth but an actual doubling of the holder base, signaling that the niche is transitioning from an early adoption stage to a phase of mass recognition.
The volume of transfers in this segment has grown even more impressively—by nearly 180% over 30 days, reaching $23.13 billion. Such dynamics indicate not only an increase in the number of participants but also a rise in the frequency and size of transactions, pointing to the formation of real liquidity. The number of active addresses that conducted operations grew by 34.6%, to 572,000. This means that approximately 44% of all holders are actively interacting with assets rather than merely holding them.
The total distributed value of digitized securities increased by 5.9%, reaching $2.38 billion. It is important to note that the growth rate of holders significantly outpaces the growth in market capitalization. This is a classic sign of position "fractionalization"—investors are entering with smaller stakes, which broadens market accessibility. Such a structure makes tokenized stocks a more democratic instrument compared to traditional exchanges.
In my view, the key driver of this surge is the combination of institutional interest in RWA protocols and growing integration with DeFi ecosystems. However, caution should be maintained: with such rapid growth in the number of participants, the risks of volatility and potential regulatory interventions increase, especially in jurisdictions with an uncertain status for such assets. The market is ripe for clearer rules of the game, and this will become the next important catalyst.