Tokenized Assets Overview - The 'Tokenized assets' dashboard features over 1,800 assets [1] - Assets include stablecoins, tokenized funds, stocks, and commodities [1]

Core Insights - Coinbase projects that the stablecoin market will reach $1.2 trillion by 2028 as the cryptocurrency sector matures into institutional-grade assets, moving away from its previous speculative nature [1][9] - The cryptocurrency market has entered a new phase characterized by clearer regulations, corporate adoption, and reduced volatility, with Bitcoin's 90-day volatility now comparable to major tech stocks [2] Market Dynamics - The total crypto market cap peaked at $4.2 trillion in 2025 before correcting to $3.0 trillion, indicating a significant shift in market dynamics [2] - Spot Bitcoin ETFs have driven long-term demand, accumulating $58 billion since their launch, which has helped stabilize the market and reduce volatility [4] Stablecoin Growth - Transaction volumes for stablecoins reached $47.6 trillion in 2025, with expectations for the market cap to quadruple to $1.2 trillion by 2028 [9][10] - The supply of stablecoins is growing at a compound annual rate of 30-40%, driven by payments, remittances, and treasury operations [10] Institutional Adoption - Publicly traded companies are increasingly allocating significant portions of their balance sheets to cryptocurrencies, with digital asset treasuries holding over 4% of Ethereum's circulating supply by year-end [4] - Ethereum has seen a rebound of nearly 250% from its April lows, driven by institutional demand and spot ETF inflows [7] Future Outlook - Coinbase anticipates that ETF inflows will resume in 2026 as macroeconomic conditions improve [8] - The firm expects consolidation among issuer-backed stablecoins, leading to a few dominant digital currencies [10]

Grayscale says tokenized assets remain extremely small today—about 0.01% of global equity and bond markets—but could grow roughly 1,000x by 2030 as blockchain infrastructure matures and regulation becomes clearer. The firm expects this shift to drive significant on-chain activity on Ethereum (ETH), BNB, Solana (SOL), and Avalanche (AVAX), with Chainlink (LINK) playing a critical middleware role in enabling secure data flows.https://t.co/nneYSe7Pex ...

Core Insights - Ethereum's price has decreased by 27% over the past year, leading to investor anticipation for a positive shift in the cryptocurrency market [1] Group 1: Ethereum Upgrades - The upcoming Ethereum network upgrade, Glamsterdam, is not expected to significantly impact the coin's price, as its technical nature may not resonate with average users [3][5] - Previous upgrades, such as Pectra and Fusaka, have already improved the network's functionality, making the benefits of Glamsterdam largely theoretical [4][6] Group 2: Institutional Adoption - The total supply of stablecoins in the crypto sector is approximately $309.5 billion, with Ethereum holding a 54% share, equating to about $165.1 billion in circulating stablecoins [7][8] - Financial institutions are predicted to increasingly adopt Ethereum, enhancing its stablecoin base and capital flow within the ecosystem [9]

RT Leon Waidmann 🔥 (@LeonWaidmann)For 2026, I expect tokenized stocks and commodities to grow fastest on a relative basis.🔹 Tokenized assets just hit a new ATH around ~$330B🔹 Prior peak was roughly ~$160B to $180B in 2021 to 2022🔹 Trough sat around ~$120B in 2023🔹 That is ~2.7x from trough to new highs https://t.co/ZDFcfiKl7V ...

RT Token Terminal 📊 (@tokenterminal)🆕📊 20 new charts added to the Tokenized assets dashboard.Link in the comments 👇 https://t.co/ZyIRdmUVwX ...

Core Insights - Startale Group and SBI Holdings have signed a memorandum of understanding to develop a yen-denominated stablecoin aimed at global settlement and institutional use, targeting a $300 billion stablecoin market [1][2] - The project combines Startale's blockchain technology with SBI's extensive financial reach, with Shinsei Trust & Banking managing issuance and redemption, and SBI VC Trade overseeing circulation as a licensed crypto asset exchange [2][5] - The yen stablecoin is positioned as core infrastructure for digital financial services, integrating traditional finance with tokenized assets, as stated by SBI Holdings Chairman Yoshitaka Kitao [3][4] Group 1 - The initiative aligns with Japan's new stablecoin regulations and the FSA's Payment Innovation Project, which supports a joint yen stablecoin pilot by major banks [4] - The new stablecoin will complement Startale's existing USDSC, providing a regulated yen leg for foreign exchange, settlement, and tokenized asset flows, with a launch targeted for Q2 2026 pending regulatory approvals [5]

🆕📊 20 new charts added to the Tokenized assets dashboard.Link in the comments 👇 https://t.co/ZyIRdmUVwX ...

Core Insights - The U.S. has shifted its stance on crypto regulation, allowing tokenized stock products to be launched without immediate enforcement risk [2] - The OCC has granted national bank charters to several crypto firms, integrating them into the U.S. banking framework [2][3] - These developments signal a regulatory framework for tokenized assets and stablecoins, indicating a bullish outlook for the crypto and on-chain economy [4] Regulatory Developments - The SEC's no-action letter permits certain firms to introduce tokenized stock products [2] - The OCC's approval of banking charters for firms like Circle and Ripple marks a significant step in integrating crypto into traditional finance [3] Market Implications - Tokenized stocks offer advantages such as 24/7 trading, global access, instant settlement, and programmable ownership, enhancing the appeal of crypto over traditional stock trading [5][6] - The integration of crypto into traditional finance suggests that historical barriers are diminishing, raising questions about future demand and asset performance [6] Industry Trends - The rise of tokenized equities, stablecoins, and real-world assets (RWAs) is gaining momentum across various blockchain platforms [3] - The gap between traditional finance (TradFi) and decentralized finance (DeFi) is narrowing, with stablecoins being recognized as regulated money [7]

RT Token Terminal 📊 (@tokenterminal)🔢🚨 Tokenized assets tracked: 1,624 https://t.co/hgi2AJ77xq ...