Tokenized stocks market cap grew 400% over the past year, sparking debate on full asset tokenization alongside Bitcoin.

RWAs onchain shift from near-zero to billions in five years, with IxsFinance targeting trillions amid RWA market expansion and blockchain asset tokenization.

According to @GracyBitget, NYSE and Nasdaq aligning on asset tokenization and on chain trading signals a structural shift that traders should price into RWA and tokenization narratives. According to @GracyBitget, the drive toward always on trading is aimed at Asian demand, implying deeper off hours liquidity and tighter execution windows on crypto rails and tokenized instruments. According to @GracyBitget, the key breakthrough is on chain settlement that compresses cross asset moves into a single signature within seconds, favoring venues that offer instant atomic settlement and reducing operational frictions. According to @GracyBitget, tokenized equities will likely be spot and unlevered, keeping risk appetite and innovation centered on digital asset infrastructure such as DeFi and institutional custody. According to @GracyBitget, regulation around RWA, stablecoins and on chain finance has matured into actionable frameworks, opening the door for compliance focused institutional participation and liquidity. According to @GracyBitget, on chain finance becoming a topic at Davos elevates its geopolitical relevance, suggesting traders monitor policy catalysts alongside flows into stablecoins and tokenized treasuries.

According to the source, Bank of America Global Research upgraded Coinbase (NASDAQ: COIN) to Buy, calling the exchange a leader in asset tokenization (Source: Bank of America Global Research, Jan 8, 2026). The report said Coinbase stands to benefit from activity on its Base blockchain, highlighting tailwinds for on-chain tokenization volumes and related services that could support COIN’s revenue outlook and broader crypto market liquidity (Source: Bank of America Global Research, Jan 8, 2026).

According to Miles Deutscher, asset tokenization can only occur on private blockchains because institutions prioritize privacy, security, and compliance over decentralization, positioning privacy as a structural industry shift rather than a short-term fad, source: X/@milesdeutscher. For trading, this viewpoint highlights potential narrative momentum in private or permissioned-chain infrastructure, enterprise privacy tooling, and compliance/KYC solutions within the RWA sector, source: X/@milesdeutscher.

According to @milesdeutscher, asset tokenization is a major market opportunity, but existing retail-focused chains like Ethereum (ETH) and Solana (SOL) face privacy and compliance trade-offs for institutions, indicating a gap for purpose-built infrastructure (source: @milesdeutscher). According to @milesdeutscher, Canton Network targets institutional flows with architecture designed for large-value movements, is reportedly supported by Goldman Sachs, Deutsche Bank, and Microsoft, and already claims an estimated $4–6T in TVL, positioning it as a potential "Wall Street blockchain" with a token generation event (TGE) flagged as coming very soon (source: @milesdeutscher).