The Strategic Case for Amplify's STBQ and TKNQ in a Tokenizing Financial Ecosystem

The financial landscape is undergoing a seismic shift as stablecoins and tokenization infrastructure redefine global capital flows. With regulatory clarity emerging and market adoption accelerating, investors are increasingly seeking vehicles to capitalize on this transformation. Amplify ETFs' STBQ (Stablecoin Technology ETF) and TKNQ (Tokenization Technology ETF) stand out as innovative tools designed to capture the next phase of digital finance. By aligning with the structural growth of stablecoin ecosystems and tokenization infrastructure, these ETFs offer a compelling case for investors aiming to position themselves at the forefront of a tokenizing financial ecosystem.

Regulatory Clarity Fuels Market Expansion

The rapid growth of stablecoins and tokenization technologies in 2025 has been underpinned by a wave of regulatory developments that have transformed uncertainty into opportunity. In the United States, the GENIUS Act, passed in July 2025, established a federal framework requiring stablecoins to be backed by liquid assets such as U.S. dollars or Treasurys, while mandating public reserve disclosures. This legislation has not only bolstered institutional confidence but also set a precedent for global standards. Similarly, the European Union's MiCA regime, fully operational across all 27 member states, has created a harmonized environment for cross-border operations. Hong Kong's August 2025 stablecoin framework further underscores the global momentum toward structured regulation, defining reserve requirements and AML/CFT obligations.

These regulatory milestones have catalyzed a surge in market adoption. The stablecoin market, valued at $300 billion in September 2025, is projected to grow to $500–750 billion in the coming years, with some estimates suggesting a potential $2 trillion valuation by 2028. Tokenization infrastructure is expected to expand from $176 billion to over $3.6 trillion by 2030. Such growth trajectories are driven by use cases in remittances, e-commerce, and B2B settlements, where stablecoins and tokenized assets offer efficiency, transparency, and reduced friction.

Amplify's STBQ and TKNQ: Structured Exposure to Digital Finance's Core

Amplify ETFs has positioned itself as a pioneer in bridging traditional finance with digital innovation through its STBQ and TKNQ ETFs. These funds are designed to capture the dual forces of stablecoin adoption and tokenization infrastructure growth, leveraging a hybrid approach that blends equities and digital asset ETPs.

STBQ tracks the MarketVector™ Stablecoin Technology Index, allocating 50–75% of its portfolio to equities and 25–50% to digital asset ETPs. This structure provides diversified exposure to companies and platforms that power the stablecoin ecosystem, including issuers, infrastructure providers, and exchanges. By focusing on entities with significant stablecoin-driven revenue or infrastructure roles, STBQ aligns with the $9 trillion annual transaction volume already generated by stablecoins. The fund's design also benefits from the regulatory tailwinds of the GENIUS Act and MiCA, which have validated stablecoins as a legitimate financial asset class.

TKNQ, on the other hand, targets the tokenization infrastructure sector by investing in blockchain platforms, custodians, and financial institutions enabling tokenized finance ecosystems. The ETF allocates 25–50% of its assets to crypto-related exposures that meet liquidity and market capitalization criteria, ensuring alignment with the tokenization market's projected $3.6 trillion valuation by 2030. TKNQ's focus on fractional ownership, faster settlement, and market accessibility positions it to capitalize on institutional adoption accelerated by regulatory clarity in 2025.

Strategic Value in a Shifting Ecosystem

The strategic appeal of STBQ and TKNQ lies in their ability to distill complex, nascent markets into tradable, liquid ETF structures. Unlike direct investments in volatile crypto assets, these funds offer exposure to the infrastructure and equities underpinning digital finance, mitigating risk while capturing long-term growth. Amplify's broader success-surpassing $14 billion in AUM by September 2025-further validates its thematic and crypto-linked strategies. For instance, the firm's BLOK ETF (focused on blockchain innovation) has delivered a 38% net asset value (NAV) return year-to-date as of August 2025, while the SILJ ETF (silver miners) has returned 82.54% YTD. These performance metrics underscore Amplify's ability to identify and scale high-conviction themes.

Moreover, STBQ and TKNQ are part of a broader trend where financial institutions and multinational corporations are integrating stablecoins and tokenization into their operations. The GENIUS Act's emphasis on reserve transparency and MiCA's cross-border operational flexibility have already spurred institutional adoption, with J.P. Morgan and other major players exploring stablecoin-based treasury solutions. As these technologies mature, the ETFs' hybrid structure-combining equities and ETPs-ensures investors can participate in both the foundational infrastructure and the digital assets driving the tokenization wave.

Conclusion: Positioning for the Future of Finance

The convergence of regulatory clarity, market growth, and institutional adoption has created a fertile ground for stablecoins and tokenization infrastructure. Amplify's STBQ and TKNQ ETFs are uniquely positioned to serve as vehicles for investors seeking to align with this evolution. By offering diversified, liquid exposure to the companies and platforms powering these innovations, the funds address the limitations of direct crypto investments while capitalizing on the structural tailwinds of a tokenizing financial ecosystem. As the market moves toward mainstream adoption, STBQ and TKNQ represent a strategic bet on the next phase of digital finance-one that balances innovation with institutional credibility.