Solana Surpasses $1 Billion in Tokenized Stocks as Adoption Accelerates

The Solana blockchain has emerged as the leading platform for tokenized stocks, with total assets under management (AUM) reaching $1 billion as of January 2026. xStocks now represent over 57% of this market.

The rapid rise of tokenized stocks has been fueled by the 24/7 trading capabilities and accessibility they offer. xStocks on Solana have grown from zero to $571 million in AUM since June 2025, with Tesla (TSLA), Circle (CRCL), and Nvidia (NVDA) being the most active on-chain assets.

Bitget, the sixth-largest cryptocurrency exchange globally, reported $1 billion in cumulative spot trading volume for tokenized stocks in December 2025 alone. This reflects a surge in interest and mainstream adoption, particularly as these assets move beyond early adopters.

Why Is Tokenized Stock Market Growth Accelerating on Solana?

The rise of tokenized stocks on Solana is partly attributed to its partnerships with firms like Ondo's Global Markets (GM) and Backed. These platforms provide the infrastructure to tokenize real-world equities and offer them as tradable digital assets.

xStocks are now the largest category of tokenized real-world assets (RWAs) on Solana, which is rapidly approaching $1 billion in total tokenized RWA value. In December, the value of tokenized RWAs on Solana increased by nearly 10%, while the number of token holders rose by over 18%.

How Are Markets Responding to the Growth of Tokenized Stocks?

Market participants are increasingly favoring platforms that offer continuous trading, transparency, and global access. Tokenized stocks and commodities can now be traded on platforms like Bitget, which recently launched an updated app to streamline trading for users.

The success of tokenized gold trading has also contributed to this trend. Bitget saw a 4,900% spike in tokenized gold trading volume in December, signaling growing demand for on-chain exposure to precious metals.

The momentum has led to broader structural shifts in global finance. As tokenized stocks and ETFs converge on a single platform, capital is flowing toward markets that operate continuously and without geographic constraints. This trend supports the idea that tokenization is becoming a core component of modern market participation.

What Are Analysts Watching for 2026?

Analysts at Bernstein see tokenization as the next major growth driver for crypto in 2026, spanning stablecoins, capital markets, and prediction markets. They expect tokenization to bring broader adoption and higher valuations for crypto-linked stocks.

The firm forecasts a tokenization 'supercycle' in 2026, with total value locked in tokenized assets expected to grow significantly. They also reiterated a $150,000 bitcoin price target for the year, with a $200,000 peak target for 2027.

As adoption grows, investors are focusing on platforms and firms that are positioned to benefit from this shift. These include Coinbase, Robinhood, and Circle, which are considered key tokenization proxies.

The tokenization of real-world assets is no longer just an experimental concept. With Solana and other blockchains driving mainstream adoption, tokenized stocks are becoming an integral part of the financial ecosystem. As more investors seek 24/7 access to global markets, the demand for tokenized assets is expected to rise further in 2026.