Tokenization of US Stocks: The New Focus of the Blockchain Market

In 2025, the tokenization of US stocks became the focus of the global Blockchain market at an astonishing pace. Data shows that the market value of tokenized stocks has reached $422 million, with the number of holder addresses at 50,000, an increase of nearly 2000% compared to 30 days ago.

Recently, multiple platforms and exchanges have launched tokenized versions of traditional US stock stars such as Apple, Tesla, and Nvidia. These tokenized stocks are no longer limited to Wall Street trading hours but circulate among global investors 24 hours a day.

This wave of tokenization is not just the result of technological breakthroughs, but also an inevitable product of changing market demands and regulatory environments, profoundly altering the global investment landscape.

Drivers of Tokenization in the US Stock Market

The tokenization of U.S. stocks will enter a period of explosive growth in 2025, primarily driven by the following factors:

1. Technological Advancement: Mainstream public chains such as Ethereum and Solana now have the capability to support large-scale asset tokenization. The maturity of cross-chain bridges and decentralized authentication mechanisms has lowered the threshold for traditional assets to enter the Blockchain.

2. Market Demand: Global investors, especially those from emerging economies, are highly enthusiastic about investing in US stocks. However, traditional trading channels for US stocks have set many obstacles for overseas investors, such as complicated account opening procedures, high fees, and limited trading hours.

3. Global Strategy of the US Dollar: The tokenization of US stocks provides a new flow of value for USD stablecoins, becoming an important channel for the return of US capital globally. This is deeply linked to the internationalization strategy of the US dollar, which is beneficial for attracting global capital to gather towards USD assets.

Strategic Game of Platforms and Exchanges

The rise of on-chain US stocks is backed by the strategic competition among major platforms and exchanges:

1. Professional asset tokenization platforms (such as Backed, MyStonks): By cooperating with traditional financial institutions and operating in regulatory gray areas, they provide global users with more flexible investment channels.

2. Trading platforms (e.g., Kraken): Introduce U.S. stock tokens to expand trading categories, enhance user stickiness, and reduce the risk of user assets flowing to traditional financial institutions.

Different Paths of Tokenization in US Stocks

1. MyStonks: Turning stocks into NFTs and ERC-20 Tokens, emphasizing users' direct ownership of assets, but facing challenges in liquidity and user experience.

2. Backed: Real US stocks are custodied in a regulated securities system, issuing tokens pegged 1:1. This lowers the barrier for traditional institutions to participate in Web3, but users have limited control over the assets.

3. Kraken: As an "interface platform" that integrates existing tokenization products, it provides users with a convenient trading experience, but has weaker on-chain attributes.

These three models emphasize "assets belong to users", "assets are truly trustworthy", and "transactions are convenient enough", reflecting different visions for the future standards of financial assets.

The Impact of On-Chain US Stocks

1. Around-the-clock trading: US stocks are no longer limited to US trading hours and have become globally tradable assets available 24 hours.

2. Lowering the investment threshold: Global users can participate in US stock investment more conveniently, without the need for complex account opening and compliance processes.

3. Promote the development of DeFi: Introduce assets supported by the real economy for DeFi, providing a more solid credit foundation for the on-chain financial ecosystem.

4. Promote financial innovation: On-chain US stocks can be combined, mortgaged, split, and repackaged, providing the possibility for building a mature on-chain financial ecosystem.

Conclusion

The tokenization of US stocks reflects the strong demand for blockchain in real assets. It is not only the digitization of traditional assets but also Web3 actively seeking asset logic that can support transactions, liquidity, and user trust. This trend will profoundly impact the global investment landscape and promote the deep integration of blockchain with traditional finance.