The market for tokenized stocks has exploded: the number of holders has more than doubled in a month.
The real-world asset (RWA) tokenization sector is experiencing a rapid surge, and the figures from the past month clearly confirm this. The number of unique addresses holding tokenized stocks has soared by 124% to 1.31 million. This is not just a correction or a local spike, but a structural shift indicating growing confidence among institutional and retail investors in the on-chain representation of traditional securities.
The transfer volume is especially telling: over 30 days, it increased by nearly 180%, reaching $23.13 billion. Such dynamics suggest that activity is shifting from simple accumulation to real use of these instruments—trading, liquidity, and arbitrage operations. The number of active addresses also rose by 34.6% (to 572,000), confirming that it is not "dormant" wallets entering the market, but actual participants conducting transactions.
The total distributed value of digitized securities added a modest 5.9%—to $2.38 billion. At first glance, this discrepancy between the growth in the number of holders and market capitalization may seem odd. However, I see a clear signal here: the average investor ticket is declining, meaning the market is democratizing. Smaller players are entering who previously lacked access to classic exchanges due to entry barriers, geographic restrictions, or minimum lot sizes.
For me, this confirms that tokenization has ceased to be an experimental niche. It is becoming a bridge between TradFi and DeFi, and the current growth rates are merely a prelude to a larger-scale expansion, especially given the interest of major asset management firms in this segment.