行业数据显示,随着加密货币公司和传统金融机构扩大代币化股权计划,交易活动和市场价值不断加速。 RWA.xyz 数据显示,随着链上股票市场的活动持续加速,代币化股票转让在过去一个月增加了一倍多,达到 84.1 亿美元。 根据该数据平台的数据,该行业的发行价值同期也增长了 43%,达到 21.6 亿美元,而持有者数量增加了 17%,达到超过 409,000 人。 市场上几个最大的代币化平台引领了增长。过去 30 天内,Figure 的发行价值飙升 935%,而 Securitize 的发行价值上涨了 332%,xStocks 的发行价值则上涨了 62% 左右。 数据显示,按分配价值计算,Ondo 仍然是最大的代币化股票平台,约为 8.46 亿美元,其次是 xStocks,约为 7.08 亿美元,Securitize 为 3.06 亿美元,Figure 为 2.39 亿美元。 代币化股票。资料来源:RWA.xyz
代币化股票的表现优于 RWA 市场的其他部分。该行业最大的资产类别代币化美国国债的分配价值在过去一个月基本持平,而更广泛的代币化 RWA 市场增长约 4% 至 335 亿美元。 相关:Tradeweb 在 Canton Network 上执行实时代币化美国国库券交易 加密货币和华尔街竞相将股票代币化 根据 RWA.xyz 的数据,过去一年中,代币化股票市场已从约 3.78 亿美元增长至 21.6 亿美元,涨幅约为 471%。 这一增长恰逢加密货币交易所出现一波新的代币化股票发行浪潮。在 SpaceX IPO 期间,Kraken、Bybit 和 Bitget Wallet 使用 xStocks 基础设施提供代币化的 IPO 前访问。尽管客户需求超过了可用的股票分配,但这凸显了投资者对基于区块链的证券的兴趣不断增长。 这种势头已经蔓延到公开市场。本月早些时候,Securitize 在纽约证券交易所首次亮相,成为第一家在 Solana 和 Avalanche 区块链上发行其股票代币化版本的新上市公司。
传统金融领域的一些知名企业也一直在加速自己的代币化进程。今年 5 月,DTCC 宣布计划在 10 月推出代币化证券服务,此前该服务已获得监管部门批准,可在为期三年的试点下在预先批准的区块链上提供代币化服务。 来源:The_DTCC 今年早些时候,纽约证券交易所及其母公司洲际交易所公布了建立一个交易代币化股票和 ETF 平台的计划,而纳斯达克则与 Kraken 和基础设施公司 Backed 合作开发将传统股票与区块链网络连接起来的技术。 随着加密原生金融公司和传统金融公司之间的竞争加剧,ICE 首席执行官 Jeffrey Sprecher 敦促监管机构允许传统交易所提供 24/7 的链上永续期货,并认为受监管的场所应该能够与加密原生平台竞争。 杂志:比特币与科技股脱钩,以太坊关注“抛售浪潮”:市场走势
Industry data shows trading activity and market value accelerating as crypto companies and traditional financial institutions expand tokenized equity initiatives.
Tokenized stock transfers more than doubled over the past month to $8.41 billion, according to RWA.xyz data, as activity in onchain equity markets continued to accelerate.
The sector's distributed value also climbed 43% over the same period to $2.16 billion, while the number of holders increased 17% to more than 409,000, according to the data platform.
Growth was led by several of the market's largest tokenization platforms. Figure's distributed value surged 935% over the past 30 days, while Securitize's rose 332% and xStocks' increased around 62%.
Ondo remained the largest tokenized stock platform by distributed value at roughly $846 million, followed by xStocks with about $708 million, Securitize with $306 million and Figure with $239 million, according to the data.
Tokenized stocks. Source: RWA.xyz
Tokenized equities outperformed other segments of the RWA market. Distributed value for tokenized US Treasurys, the sector's largest asset class, was essentially flat over the past month, while the broader tokenized RWA market grew about 4% to $33.5 billion.
Related: Tradeweb executes real-time tokenized US Treasury transaction on Canton Network
Crypto and Wall Street race to tokenize stocks
The tokenized stock market has grown from roughly $378 million to $2.16 billion over the past year, a gain of about 471%, according to RWA.xyz data.
The growth has coincided with a wave of new tokenized equity offerings across crypto exchanges. During the SpaceX IPO, Kraken, Bybit and Bitget Wallet used xStocks infrastructure to offer tokenized pre-IPO access. Although customer demand exceeded the available share allocation, it highlighted growing investor appetite for blockchain-based securities.
The momentum has spread to public markets. Earlier this month, Securitize became the first newly public company to issue tokenized versions of its shares on the Solana and Avalanche blockchains as it debuted on the New York Stock Exchange.
Some of the biggest names in traditional finance have also been accelerating their own tokenization efforts. In May, the DTCC announced plans to launch a tokenized securities service in October after receiving regulatory approval to offer tokenization services on pre-approved blockchains under a three-year pilot.
Source: The_DTCC
Earlier this year, the New York Stock Exchange and parent company Intercontinental Exchange unveiled plans for a platform to trade tokenized stocks and ETFs, while Nasdaq partnered with Kraken and infrastructure firm Backed to develop technology linking traditional equities with blockchain networks.
As competition between crypto-native and traditional finance firms intensifies, ICE CEO Jeffrey Sprecher has urged regulators to allow traditional exchanges to offer 24/7 onchain perpetual futures, arguing regulated venues should be able to compete with crypto-native platforms.
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