Top Crypto-Linked Equities to Outperform in 2026 as Bitcoin Aims for $150K

As Bitcoin surges toward a projected $150,000 in 2026, the crypto ecosystem's evolution is being driven not just by speculative fervor but by institutional-grade infrastructure and tokenization of real-world assets (RWAs). The convergence of blockchain technology with traditional finance is creating a new asset class that bridges liquidity, compliance, and global accessibility. For investors, this shift highlights a critical opportunity: equities tied to tokenization infrastructure and institutional adoption are poised to outperform in 2026.

Institutional Adoption: The Catalyst for Tokenization

Institutional players are accelerating the tokenization of RWAs, leveraging blockchain to digitize assets ranging from real estate to equities. JPMorgan, for instance, has launched a tokenized money market fund (MONY) on Ethereum, a platform chosen for its regulatory familiarity and robust developer ecosystem. Similarly, BlackRock and Fidelity have followed suit, tokenizing money market funds on Ethereum, signaling a broader institutional preference for public blockchains as infrastructure.

JPMorgan's expansion into tokenization extends to its JPM Coin (JPMD), now operational on the Canton Network-a privacy-focused blockchain designed for institutional financial transactions. These initiatives reflect a strategic pivot by legacy institutions to modernize financial rails, reduce settlement times, and enhance transparency.

Key Players in Tokenization Infrastructure

The infrastructure layer enabling this transformation includes firms specializing in compliance, security, and asset digitization. Securitize, a leader in security token issuance, is set to become a public company via a SPAC merger with Cantor Equity Partners II, trading under the ticker SECZ on Nasdaq. Valued at $1.25 billion, Securitize's platform supports regulated token issuance, investor eligibility checks, and secondary market liquidity, with partnerships spanning BlackRock, Apollo, and KKR.

Fireblocks, another critical player, provides institutional-grade security through its MPC wallet and settlement network, trusted by over 1,800 financial institutions. While Fireblocks remains private, its infrastructure underpins tokenized asset transfers for major players. Ondo Finance is also expanding its tokenized equity platform, offering fractional ownership in assets like Apple and Tesla, with plans to tokenize over 1,000 U.S. stocks and ETFs by year-end.

Equity Recommendations: Tokenization's High-Conviction Plays

For investors seeking exposure to this trend, the following equities stand out:

1. Securitize (SECZ): As the first tokenization platform to go public via SPAC in 2026, SECZ represents a direct bet on institutional-grade RWA tokenization. With $3 billion in tokenized assets under management and partnerships with Wall Street heavyweights, Securitize is positioned to capitalize on the $50 billion+ RWA market.

2. Coinbase (COIN): As a leading crypto exchange, Coinbase benefits from the growing demand for tokenized assets. Its institutional custody and trading platforms are increasingly used to manage tokenized equities and RWAs.

3. Marathon Digital Holdings (MARA) and Riot Platforms (RIOT): These Bitcoin miners are also gaining traction in tokenization infrastructure, providing computational power for blockchain networks that underpin RWA platforms.

4. JPMorgan (JPM): Beyond its tokenization initiatives, JPMorgan's broader financial services are adapting to the RWA ecosystem, including its Canton Network and JPM Coin.

The Road to $150K: Tokenization as a Multiplier

Bitcoin's ascent to $150K is not occurring in isolation. Tokenization infrastructure is amplifying demand for blockchain by enabling institutions to tokenize trillions in illiquid assets. For example, tokenized real estate platforms like RealT and DigiShares are democratizing access to fractional ownership, while Tokeny Solutions and Polymath provide compliance frameworks for global markets.

Moreover, tokenized stocks-such as those offered by xStocks and Ondo Finance-are introducing 24/7 trading, fractional ownership, and DeFi integration, attracting a new wave of investors. Platforms like Kamino are already leveraging these assets in lending protocols, with $2.5 billion in total value locked (TVL).

Conclusion

The tokenization of RWAs is no longer a niche experiment but a foundational shift in finance. As institutions adopt blockchain to tokenize assets and streamline operations, equities tied to this infrastructure-particularly SECZ, COIN, and JPM-will outperform in 2026. For investors, the key is to align with companies that are not only digitizing assets but also redefining liquidity, compliance, and global accessibility in the process.