
Writing Tokenized Monday | Building @denariafinance | 🇮🇹
Italia
Joined August 2022
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What's the latest in Tokenization?
✅ @HyperliquidX is bringing tokenized stocks onchain with EQX
✅ @Ondo reaches $4B in TVL
✅ @Uniswap revenue triples, driven by tokenized stocks
✅ @bstocksfinance reaches $1B in assets
✅ @Securitize tokenized fund returns 44% in one year
Full report 👇tokenizedmonday.com/p/we-are…
This is one of the weirdest price actions I have ever seen.
$SECZ by @Securitize is now trading at $7.97, down 53% from its previous all-time high.
Tokenization adoption is growing at an unprecedented pace, but this stock tells us another story.
Why is this happening?
I'm now tracking the @citrini index with a $100,000 portfolio on @CoinMarketCap.
Shared portfolios and indexes always make noise on X, but no one tracks their actual performance over time.
Every week, I'm going to share an update on how the portfolio is performing, including the best and worst performers.
I'll adopt a "set-and-forget" strategy, without rebalancing the portfolio.
What do you think is a reasonable target value for the portfolio by the end of the year?
Portfolio allocation:
$DRV - 10%
$LIT - 10%
$ETHFI - 10%
$AAVE - 9%
$ENA - 9%
$SOL - 8%
$HYPE - 7%
$AERO - 7%
$ZRO - 5%
$LINK - 5%
$BP - 5%
$SYRUP - 5%
$UNI - 4%
$PENDLE - 3%
$ONDO - 3%
Uniswap’s revenue has tripled since the start of the year.
> Protocol revenue hit nearly $15 million in September.
> In January, it was less than $5 million.
@RobinhoodApp Chain and its tokenized stocks are the reasons behind this surge.
Tokenization is bullish for DeFi, and I have discussed this topic in the article below👇
What's the latest in Tokenization?
✅ @Citrini Tokenization Investment Baskets are out
✅ @Securitize is live with 12 tokenized stocks in the US
✅ @Samsung partnered with @solana to bring USDC to 80M customers
✅ @xStocksFi reaches 500K users onchain
✅ @formation_so has been announced, merging Orca and Loopscale
This week Newsletter is out 👇
tokenizedmonday.com/p/how-to…
Breaking: Tokenized Stocks Reach 5M Asset Holders
> @RobinhoodCrypto leads with 1.5M holders
> Binance with @bstocksfinance right behind at 1.4M
> @xStocksFi closes the podium at 891k
This number is up 3746% in the last year alone.
There is always a bull market somewhere...
Tokenizing a stock is easy. Tokenizing it properly is hard.
13 new tokenized stocks by @Securitize are now live on @solana, and the tech behind them is dope.
These are NOT just synthetic tokenized stocks, but one of the most regulated, institutional-grade solutions ever produced:
> Tokens backed 1:1 by actual shares held through regulated brokerage infrastructure.
> Legally, they’re UCC Article 8 security entitlements, with applicable voting, dividend, and corporate action rights.
> Securitize Stocks trade through their regulated broker-dealer, using PropAMM infrastructure with @Jump_Trading.
> Because of their legal structure, they will be integrated with the NYSE and OKX frameworks.
> DeFi utility is coming, with possible integrations with @Uniswap, @aave, @MorphoLabs, @eulerfinance, @Formation_so, and others.
Different tokenized stocks have different target users.
I believe the ones from @Securitize are designed less for crypto degens and more for TradFi investors who want to experiment with blockchain.
Really curious to see the adoption in the coming months.
Right now, you can trade: $SECZ, $AAPL, $AMZN, $CRCL, $GOOGL, $META, $MSFT, $MSTR, $NFLX, $NVDA, $PLTR, $SPCX, and $TSLA.
How can investors get exposure to the tokenization supercycle today?
Here is the answer by @citrini
1. Crypto Token Basket with % allocation
$DRV by @DeriveXYZ — 10%
$LIT by @Lighter_xyz — 10%
$ETHFI by @ether_fi — 10%
$AAVE by @aave — 9%
$ENA by @ethena — 9%
$SOL by @solana — 8%
$HYPE by @HyperliquidX — 7%
$AERO by @aeroxyz — 7%
$ZRO by @LayerZero_Core — 5%
$LINK by @chainlink — 5%
$BP by @Backpack — 5%
$SYRUP by @maplefinance — 5%
$UNI by @Uniswap — 4%
$PENDLE by @pendle_fi — 3%
$ONDO by @Ondo — 3%
2. Stocks Basket with % allocation
$SECZ by @Securitize — 20%
$CRCL by @circle — 18%
$COIN by @coinbase — 18%
$BHYP by @Bitwise — 14%
$HOOD by @RobinhoodApp — 14%
$BLSH by @Bullish — 7%
$FIGR by @Figure — 5%
$BLK by @BlackRock — 2%
$WT by @WisdomTreeFunds — 2%
Excited to announce my first publication for @RWAFoundation_
The RWA Foundation is the largest and most trusted organization in the tokenization industry, with more than 29k followers here on X.
I'll be contributing every Thursday to the "Heard by the Herd" newsletter, a place for the members of the foundation (@zeus, @RayBuckton, @happytokenizing, and @ScofieldOnchain) to share their views on what's happening in this industry.
Thanks for the opportunity, chads!
xStocks is approaching $1B in tokenized stocks (and you should farm xPoints)
Of the $3.1B in tokenized stocks onchain, these are the 5 protocols leading:
1. @Ondo with $1.29B
2. @xStocksFi with $933M
3. @binance with $893M
4. @Securitize with $416M
5. @RobinhoodCrypto with $139M
The interesting part? @xStocksFi is the only one in the top 5 that does NOT have a token/stock:
> $ONDO is at a $2.4B market cap
> $BNB is at a $104B market cap
> $SECZ is at a $2.1B market cap
> $HOOD is at a $102B market cap
BUT the xPoints campaign is live and, I believe, worth farming.
You can earn xPoints by:
> Trading xStocks
> Referring friends
> Completing other side quests
Tokenized stocks are the fastest-growing asset class in crypto, and @xStocksFi is one of the most valuable company here.
Getting a piece of this project for free with xPoints is literally a no-brainer.
You’ll thank me later.
4,200,000+ people now invest through tokenized stocks.
Finance is going onchain, and there are currently two major players winning this race:
> @binance with BNB Chain
> @RobinhoodCrypto with Robinhood Chain
If you’re an investor, I suggest keeping an eye on $BNB and $HOOD in the coming months as the adoption of tokenized stocks takes off.
Finance is being revolutionized, and there will be big winners and losers.
To win in Tokenization, projects need three core pillars:
> A massive user base
> A proprietary blockchain
> A proprietary tokenization machine
And, as of today, there are only three companies that have all three:
1. @Binance with $BNB
2. @RobinhoodCrypto with $HOOD
3. @Coinbase with $COIN
These three are, in my opinion, the companies that are going to win in the tokenized economy.
Let me explain...


















