Tokenized assets don’t always mirror traditional markets, Dune finds — and the numbers behind that finding keep getting updated. The latest figures show tokenized equity is growing fast, but it still barely scratches the surface of the global stock market.
The tokenized equity market now stands at $4.43 billion as of Sept. 15, according to Binance Research data cited by Binance co-CEO Richard Teng. That figure represents a 390% increase in 2026, but it also puts tokenized equity at just 0.0029% of the $151.9 trillion global listed-equity market.
The gap between the two markets
The contrast is stark. One market holds trillions of dollars in value; the other holds a few billion. The growth rate tells a different story. Tokenized equity is expanding rapidly, but it remains a small fraction of the traditional market.
Teng acknowledged the potential for tokenization to reshape how investors access equity markets. He added that the shift “won’t happen overnight.”
What the projection says
Binance Research projected that tokenized equities could reach about $349 billion by 2030 under its base-case scenario.
Regulators move toward tokenized trading
Regulatory action in the US is starting to catch up with the demand for tokenized assets. On Sept. 17, the US Securities and Exchange Commission granted a temporary exemption allowing limited onchain trading of tokenized US-listed stocks.
The NYSE and Blockchain.com partnership
The New York Stock Exchange and Blockchain.com announced plans to offer tokenized US-listed stocks and ETFs through NYSE’s planned digital trading platform, subject to regulatory approval.
What the data tells us
The key takeaway is that tokenized assets do not always mirror traditional markets. In some cases, they diverge. Understanding those differences is important for investors who want to use tokenized instruments as part of their portfolios.
Why the gap matters
The gap between tokenized equity and the broader market is not trivial. It reflects the early stage of the tokenization movement. The growth figures are compelling. A 390% increase in a single year shows real momentum. The question is whether that momentum can continue at the same pace.
The bottom line
Tokenized equity is growing fast, but it is still a niche market. The $4.43 billion figure is impressive for a young asset class, but it pales beside the $151.9 trillion global listed-equity market.
The projection of $349 billion by 2030 shows the industry’s confidence in the future of tokenization. Whether that confidence is justified remains to be seen, but the momentum is clearly there.
For investors, the lesson is simple: tokenized assets are a real thing, and they are worth watching.
Key facts at a glance
- Tokenized equity market: $4.43 billion as of Sept. 15, per Binance Research data cited by Richard Teng.
- Growth since 2026: 390% increase.
- Global listed-equity market: $151.9 trillion.
- Tokenized equity share of global market: 0.0029%.
- Projected tokenized equity value by 2030: about $349 billion under Binance Research’s base-case scenario.
- NYSE and Blockchain.com: plans to offer tokenized US-listed stocks and ETFs through NYSE’s digital trading platform, subject to regulatory approval.
- SEC action: temporary exemption granted Sept. 17 for limited onchain trading of tokenized US-listed stocks.
See the a run of 18 images at Cointelegraph.
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