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Tokenized Equities Surpass 1% of Stablecoin Supply as On-Chain Trading Reaches New Heights
Tokenized equities have now surpassed 1% of the total stablecoin supply, marking a significant increase from the previous year. As of September 29, 2026, the market value of tokenized stocks reached approximately $5.89 billion, representing 1.94% of the total stablecoin supply, which is valued at around $304 billion. This growth is notable, as just a year prior, tokenized equities accounted for a mere 0.12% of stablecoins.
The surge in tokenized equities is largely attributed to a dramatic increase in their market value, which expanded 17.6 times over the past year, while the supply of stablecoins grew by only about 10%. In September 2026 alone, tokenized equities achieved a record market value of $4.87 billion, up 13.7% from the previous month, with trading volume for these equities hitting an all-time high of $15.6 billion. Robinhood, a brokerage known for its commission-free trading, captured 42% of this trading volume, indicating a strong interest in on-chain equity trading.
Despite this growth, tokenized equities still represent a small fraction of the broader real-world asset market, estimated to be between $34 billion and $39 billion, and the global equity market, which totals approximately $152 trillion. The rise of tokenized equities suggests a shift towards more accessible trading options, including fractional ownership and continuous trading hours, which traditional exchanges do not offer. As competition among platforms like Securitize, Ondo, Backed Finance, Binance, and Robinhood Chain intensifies, the future of liquidity and pricing in this emerging market remains to be seen.
Source: KLEA News