TL;DR
- The tokenized inventory market surged 220% in July, reaching a market capitalization of $370 million, with over 90,000 lively addresses.
- Curiosity is concentrated on shares like Tesla and Amazon, which are actually traded 24/7 on exchanges like Kraken and Backed Finance, with no charges or switch restrictions.
- ETH led the month’s beneficial properties with a 50% improve, whereas firms added over 2.7 million ETH to their company treasuries.
The tokenized inventory market noticed a sharp rise in July, reaching a complete capitalization of $370 million.
Most of that worth got here from Exodus Motion shares, issued by way of Securitize. Excluding that single issuance, the remainder of the market grew from $16.7 million to $53.6 million, a 220% bounce in only one month.
A Market That Remembers the 2020–2021 DeFi Increase
The variety of lively addresses additionally multiplied, rising from 1,600 to over 90,000. This speedy enlargement mirrors the expansion tempo of DeFi between 2020 and 2021, reinforcing the concept of exponential adoption of blockchain-based monetary merchandise.
Investor demand is concentrated in high-profile shares like Tesla, Apple, Amazon, and Microsoft, which are actually out there on platforms like Kraken, Bybit, and Backed Finance inside Solana’s DeFi ecosystem. These tokenized variations supply 24/7 buying and selling, zero charges, and full wallet-to-wallet transferability—options which are nonetheless out of attain in conventional markets.
Though buying and selling volumes stay targeting centralized platforms, the potential for enlargement is appreciable. If simply 1% of the worldwide fairness market had been tokenized, the section may exceed $1.3 trillion in capitalization.
Capital Flows and New Laws
On the identical time, July marked a robust wave of institutional capital into crypto. ETH was the best-performing large-cap asset of the month, climbing 50%. Firms that added ETH to their stability sheets now maintain over 2.7 million ETH, drawn by staking yields and its deflationary mannequin. These new company holdings already account for practically half of all ETH held in ETFs.
The U.S. regulatory framework additionally progressed. Congress handed the GENIUS Act, establishing a federal normal for stablecoins backed 1:1 by money or short-term Treasuries, with AML compliance necessities. This framework accelerated pilots for tokenized deposits by JPMorgan and Citi, and prompted Visa to increase stablecoin integration. Since late 2024, on-chain stablecoin transfers have persistently outpaced Visa’s volumes, solidifying their position in world funds
