We are in a Tokenization Supercycle. 0xd10905a4d263d6a49ed2f9e2806a83ec2037bc3f https://teapawt.net/t.co/4pw2zeI7Fk https://teapawt.net/t.co/tybpIKqM05
Joined August 2026
- Tweets111
- Following3
- Followers90
- Likes47
Pinned Tweet
We are in a Tokenization Supercycle.
$Tokenization.
teapawt.net/TSonHood
0xd10905a4d263d6a49ed2f9e2806a83ec2037bc3f
Tokenization Supercycle retweeted
Tokenization isn’t just about putting old assets on a blockchain.
It changes what can be built around those assets.
New exchanges.
New lending markets.
New investment products.
New marketplaces.
New financial institutions.
RWA is infrastructure for an entirely new financial economy.
teapawt.net/brian_armstrong/status…
Apple didn’t predict Uber, TikTok, or Coinbase. But the iPhone enabled an entirely new wave of companies.
Tokenized assets on blockchains will be similar. We already know the immediate benefits (global access, better utility, 24/7 trading), but a new set of finance companies we can't imagine will be built on top.
🤝
I think the next major wealth transfer won’t come from Bitcoin. It could come from tokenization.
The more I look at the numbers, the harder it is to ignore.
Tokenized real-world assets have gone from roughly $6B at the start of 2025 to more than $38B today.
That’s not a small experiment anymore. It’s still tiny compared with the size of the traditional financial markets being brought onchain. This is where the opportunity gets interesting:
→ U.S. Treasuries and money-market funds
→ Private credit
→ Corporate bonds
→ Real estate
→ Commodities
→ Investment funds
→ Stocks & ETFs
These are already being tokenized. @BlackRock is expanding tokenized money-market products. @Ondo has brought 200+ U.S. stocks and ETFs onchain through @solana . Securitize is building institutional tokenization infrastructure across multiple major chains.
The blockchain race is already starting. @ethereum is still the clear heavyweight with roughly $17.5B of tokenized assets. But I’m watching a few names particularly closely:
✔️ $ETH - still the dominant settlement layer for tokenized assets.
✔️ $SOL - strong growth in tokenized stocks, ETFs and real-world assets.
✔️ binancecoin:native - huge distribution, stablecoin liquidity and growing RWA activity.
✔️ avalanche-2:native - heavily focused on institutional blockchain infrastructure.
✔️ $SUI - increasingly positioning itself around institutional assets and tokenized markets.
Then you have the infrastructure layer: Ondo, Securitize, Centrifuge and Maple. These companies/protocols are building the rails that could connect traditional finance with onchain markets.
This is the part I think the market is still underestimating.
Tokenization isn't about creating another speculative asset. It is about taking assets that already represent trillions of dollars and changing the rails they move on. Imagine stocks that can trade 24/7, funds that settle faster, fractional ownership becoming normal, Treasuries being used directly inside onchain markets, private credit becoming more accessible, and real-world assets becoming programmable and composable with stablecoins and DeFi.
That is a completely different opportunity. Bitcoin created a new digital asset class. Tokenization could bring the existing financial system onto blockchain rails.
If even a small percentage of the global stock, bond, credit, real estate and fund markets moves onchain, today’s $38B market could look microscopic in hindsight.
That’s why I’m paying much more attention to tokenization. The biggest opportunity of the next cycle might not be finding the next Bitcoin. It might be finding the infrastructure that moves the existing financial system onchain.
4
405
Tokenization Supercycle retweeted
Tokenization will do for financial markets what the internet did for information.
“Music went from records to 8-tracks to cassettes to streaming. Now, anybody in the world can access any song at any moment.”
Ondo’s John Hoffman tells CNBC why the same transformation is coming to financial markets:
“This technology will democratize access for anyone with internet access and a wallet.”
Through tokenization, financial markets are becoming internet native, improving how they operate and expanding who they can serve.
Tokenization Supercycle retweeted
Robert is totally correct here.
We are firmly in a tokenization supercycle and there is simply no way around this. The TAM is every asset in the world.
Every asset, in some way, shape, or form, will be tradable onchain.
Trillions are coming onchain.
Only just starting @RobinhoodApp @vladtenev
Here to start the tokenization supercycle
Every asset in the entire world will, in some form, be traded on chain.
Everything will be tokenized.
Tokenization Supercycle retweeted
$1.5 Billion.
That's the DEX volume for Robinhood Stock Tokens, all on Robinhood Chain.
To the builders, LPs, and everyone in the trenches, thank you.
