📊 The latter half of 2026 has been dominated by tokenized stocks, with RWA holders growing 363% in H2 so far to 4.74M, compared to 62% growth across all of H1. Tokenized stock holders grew from 122K to 430K in H1, accounting for 79% of new RWA holders, before climbing to 3.92M in H2 and making up 94% of all new holders since June. @BNBChain leads all other networks at 1.8M RWA holders, largely due to the launch of bStocks in mid-June. @RobinhoodApp Chain also drove a large portion of this growth with its launch in July, reaching 1.4M RWA holders in just three months.

NEW: @Anchorage to support institutional-grade bitcoin staking on @Stacks. This enables institutions to earn weekly rewards in bitcoin without bridging or wrapping it, with the asset staying on a Bitcoin L1 and returning to its owner at the end of a six-month time lock. @NathanMcCauley, CEO and Co-Founder of Anchorage Digital, described on @_TalkingTokens the problem this solves for institutions: "Bitcoin is getting more and more popular among institutional investors for a whole host of reasons. Some regulatory, where they literally have to use a third-party custodian, some operational, where they say, hey, we like the idea of self-custody, but it just doesn't work organizationally for us. They choose to use custodians. And when they choose to use custodians, they don't want to get cut off from some of the opportunities that are available to them."

Apollo BlackRock Neuberger BNY VanEck Hamilton Lane Mantle KKR Arca And more Now...Ark. The names speak for themselves, @Securitize is crushing it.

NEW: @ARKInvest has tokenized its ARK Venture Fund (ARKVX), a fund that invests in private and public tech companies such as OpenAI and Anthropic, with @Securitize. The tokenized fund will launch on @Ethereum, with Securitize handling onchain issuance and distribution. ARKVX is an interval fund, which means investors can sell shares back through periodic repurchase offers, a feature that carries over to the tokenized version as it aims to mirror the traditional fund.

NEW: @SolanaFndn appoints Rachel Conlan as Chief Strategy Officer and Jamal Raees as General Manager of Payments. The hires come as @Solana has processed more than $5T in stablecoin volume this year, with real-world assets on the network above $4.5B.

After a strong start and almost vertical assent in August, the DEX volume of Stock Tokens on @RobinhoodApp Chain has seen a pretty significant drop off in September. 3 catalysts for this that I can see: 1. Robinhood's gas subsidy is coming to an end meaning fees are going to get more expensive. 2. The Fed chose to raise rates earlier this month, leading to a cool off in risk-on markets. 3. Robinhood's memecoin season is nearing its end. Stock Token meme pairs were a large catalyst for volume in August, and the cool-off is bringing trading volumes back to normal levels. That said, Robinhood Chain is not "dead". Stock Token trading volumes are still up over 600% from mid August, and the chain continues to generate significant revenues. If anything, now that memecoin activity is going away, it becomes easier to determine what Stock Tokens are actually worth. I'm still very bullish on the tokenized equities sector and will revisit this metric soon once it has had time to normalize.

I'm very bullish tokenized stocks, and here's why 👇 1. While I agree that for most tokenized stocks, holding the asset is more akin to holding a derivative of the underlying equity then it is to holding the equity itself (eg. no real ownership, no dividends, no voting power), they still allow people outside the western financial bubble to gain exposure to an asset class they otherwise would not be able to. 2. They represent the culmination of what crypto has been building towards for almost 2 decades: bringing traditional finance onchain. Where TradFi trades 9-5pm Monday-Friday, crypto runs 24/7, on holidays and weekends, with near instant settlement. As capital continues to move onchain, we are starting to see the birth of a completely new way to trade, invest, and build wealth. 3. DeFi supercharges equities. Being able to use tokenized stocks as collateral for lending, run proprietary strategies in vaults, and permissionlessly swap between equities is a huge unlock for both crypto and institutions. 4. Memecoin pairs on @RobinhoodApp Chain are hilarious. They just are. Memes have been a major catalyst in the recent surge in tokenized stock trading and as long as this memecoin craze is allowed to continue, we will see more and more adoption of tokenized stocks. I recently wrote a report on tokenized stocks, the historic growth of @RobinhoodApp Chain, and the importance of memecoins in perpetuating that growth. Check out that article here if you are curious: stratamedia.co/token-relatio…