Tokenized Equities Soar Past $3.5 Billion as SEC Moves Spur Growth

Tokenized equities have reached a record market cap of $3.5 billion, up 33% in a month and 860% year-over-year, according to @KobeissiLetter. The sector's growth has been rapid, with a prolonged flat base from January through August 2025 followed by a parabolic climb throughout 2026. There is no visible correction or overhead resistance on the weekly chart.

The key macro support level is now $2 billion, which was previously the consolidation zone near early 2026. The sector has left behind the $1 billion level that served as resistance through mid-2025 and is now in price discovery territory. @KobeissiLetter attributes the accelerated growth partly to the SEC's recent regulatory movement in the space.

Franklin Templeton's move to embed tokenized assets directly into ETFs following SEC clearance, and Binance's listing of seven new bStock pairs, have contributed to the sector's growth. The current monthly compounding rate is 33%, which would reach approximately $4.6 billion by August 2026 if sustained.