Tokenized stocks surge 220% in July, echoing early DeFi boom
Binance Research reports tokenized stocks surged 220% in July, lifting market cap to $370 million. Exodus Movement (EXOD) accounted for $260 million of this total. Excluding EXOD, cap still rose to $53.6 million. This reflects explosive growth in real-world asset (RWA) tokenization. Blockchain addresses holding tokenized equities jumped from 1,600 to over 90,000 in one month. Analysts liken this rally to the early DeFi boom, when total value locked grew from $1 billion to $100 billion in under two years. If 1% of the global equity market tokenizes, the sector could exceed $1.3 trillion—eight times DeFi’s peak. Rising demand for tokenized stocks is set to drive more complex DeFi infrastructure and accelerate blockchain adoption. More than 60 tokenized stocks now trade on Kraken, Bybit, and Solana’s xStocks, offering round-the-clock trading, free transfers, and zero fees.
Bullish
The 220% growth in tokenized stocks signals robust investor demand and hints at a critical inflection point for real-world asset (RWA) tokenization. This mirrors the early DeFi surge, when TVL grew from $1 billion to $100 billion in under two years, suggesting strong bullish momentum for blockchain-based financial products. In the short term, traders may capitalize on rising tokenized stock volumes and price appreciation. In the long term, expanding tokenized assets and developing DeFi infrastructure could drive mainstream blockchain adoption and attract institutional capital, reinforcing market stability and sustained growth.