Tokenized Stocks Could See Stablecoin-Like Growth
Tokenized stocks could follow stablecoins’ growth path over the next four to five years, Flowdesk CEO Guilhem Chaumont says, as financial institutions explore putting equities and ETFs on blockchain networks. The tokenized stock market has grown from under $1 billion at the start of 2026 to about $4.63 billion by late October. Stablecoins, by comparison, grew nearly 64-fold from a similar market size in 2020 to around $297 billion today.
Tokenized stocks remain a small market, concentrated among Binance bStocks, Ondo Finance and xStocks, which together account for more than 80% of capitalization. About 86% of tokenized stocks use collateralized structures, with issuers holding underlying securities.
Chaumont says round-the-clock trading and wider access could support adoption, but institutional growth depends on secure custody, settlement infrastructure and clear regulation. Recent exchange security incidents have heightened concerns about moving large balances onchain. The stablecoin comparison signals potential, not a guaranteed repeat of that growth.
Neutral
The report is a long-term adoption signal rather than an immediate market catalyst. Tokenized stocks have grown quickly in 2026, and the comparison with stablecoins highlights the potential for blockchain-based securities, which could eventually increase demand for trading, custody and settlement infrastructure. However, the market is still small, concentrated among a few providers and dependent on regulatory approval and institutional risk controls.
In the short term, the news is unlikely to drive a broad repricing of crypto assets. Traders may monitor tokenization-related projects and infrastructure providers, but the article provides no new product launch, investment commitment or regulatory decision to trigger a clear directional move. Security concerns, including the reported Binance incident, may also temper enthusiasm and reinforce risk-sensitive trading.
Over the longer term, clearer rules and stronger custody and settlement systems could support adoption and create incremental demand for blockchain networks and related services. As with earlier stablecoin growth narratives, however, adoption figures and market liquidity will matter more than projections. The stablecoin comparison is an indication of possible scale, not evidence that tokenized equities will repeat that trajectory. On balance, the opportunity is constructive, but uncertainty and the lack of an immediate catalyst make a neutral market assessment appropriate.