Ciao and welcome to the 2nd episode of the Tokenized Monday newsletter.
Your support in the first episode has been astonishing, thank you :)
Just so you know, I’m writing this episode from the basement of my parents’ house because, apparently, it’s where I do my best deep work.
The past week has been a pretty intense one, as I (and the rest of the team) just released Denaria, a perpetual DEX that lets you trade RWA perps directly from your phone on Arbitrum.
Denaria is now live, powered by .
> Trade perps on from your phone, while earning DXP points.
> 11 markets across stocks, crypto, commodities, and ETFs.
> Sign in with a passkey and enjoy gasless transactions.
You can access the app now and earn a 5 DXP deposit
1:00 PM · Sep 14, 2026 · 8.48K Views
13 Replies · 12 Reposts · 58 Likes
This week, I also joined the Zeus’ RWA Lounge, a Telegram group with 1,100+ members where tokenization is basically the only topic discussed.
Now, let’s get into the weekly recap.
The biggest news of the week is clearly the SEC granting a 5-year Innovation Exemption allowing permissioned AMM venues to trade tokenized US stocks onchain.
What does it mean practically? That we are going to see many more tokenized stocks onchain.
BREAKING: The SEC issues a temporary, conditional exemption allowing onchain trading of tokenized US stocks.
1:10 PM · Sep 17, 2026 · 92.5K Views
165 Replies · 200 Reposts · 1.24K Likes
That’s incredibly good news for this industry, and as a result, $HOOD, $CRCL, and $SECZ started to pump.
These three are some of the most interesting stocks if you are bullish on tokenization.
Yesterday, the SEC Made Tokenized Stocks Legal in the US
Today, as a result:
> $HOOD by → UP 5.16%
> $CRCL by → UP 5.77%
> $SECZ by → UP 14.9%
These are 3 of the most interesting companies if you are bullish on tokenization.
8:33 AM · Sep 18, 2026 · 60 Views
This week, we also had the ARC chain.
This chain, built by the Circle team, has been promoted as the “chain of tokenization,” so I expect a lot of tokenized assets to be issued here.
Arc Mainnet is live.
USDC is the native gas token on Arc, powering predictable fees for programmable money, global markets, and agentic economic activity.
A new stablecoin-native network is online.
10:32 AM · Sep 16, 2026 · 122K Views
146 Replies · 194 Reposts · 1.52K Likes
The ARC token has also been minted (but not distributed).
The ARC token has been minted.
Circle is the first publicly traded company to mint a network token for a new blockchain.
This is a technical milestone in the Arc roadmap as the network explores a future transition from Proof of Authority toward Proof of Stake.
The minting of …
6:14 PM · Sep 16, 2026 · 1.25M Views
734 Replies · 621 Reposts · 4.18K Likes
xStocks has announced its upcoming support for the Arc chain.
xStocks is bringing the largest US and global tokenized stocks and ETFs to .
Arc is a new blockchain built for real-time money movement and the world's financial markets.
xStocks continues to expand access across new networks, meeting users where they are.
11:10 AM · Sep 16, 2026 · 35.2K Views
24 Replies · 32 Reposts · 415 Likes
If you are a degen, here are 18 RWA projects on Arc by Harry Tran.
18 rwa projects on ( 0 launchpad version )
- tokenized stocks lending
- tokenized private credit
- first memestock
- TCG
- rwa yield
- tokenized energy rails
- tokenized credit, commodities…
arc alpha
@arcpad_meme - launchpad
@tollylabs - launchpad
@circlewarp - launchpad
@minarafun - launchpad
@ArcDEXScan - launchpad
@Archemistdotfun - launchpad
@flutchdotfun - launchpad
@ubidotfun - launchpad
@actfunxyz - launchpad
@akadotfun - launchpad / dn404
@Arcanedotfi -
8:20 AM · Sep 15, 2026 · 810 Views
12 Replies · 34 Likes
Avalanche is another hot spot in the tokenization industry.
And $AVAX is pumping like never before.
That’s truly incredible.
avalanche-2:native is up 50% in the past week alone, adding $2B in market cap.
Why? Because the chain is positioning itself as the go-to solution for asset tokenization by institutions:
> The NYSE is working to bring US stocks and ETFs ONCHAIN on…
BREAKING: $807B New York Life Investment Management is bringing its first tokenized fund to Avalanche
Through Centrifuge, HYB brings NYLIM’s U.S. High Yield Corporate Bond Strategy onchain, giving eligible investors access to institutional-grade credit directly on Avalanche.
10:05 AM · Sep 21, 2026 · 65 Views
1 Like
Last but not least, “Blend” by Index is now live on the Robinhood chain. This project allows you to build your own tokenized ETF, choosing every single asset and its weight.
This could be a pretty interesting product.
Blend is now live.
Build your own tokenized ETF from assets you choose.
Set the weights, and turn your thesis into a single Basket.
3:46 PM · Sep 11, 2026 · 122K Views
125 Replies · 206 Reposts · 1.01K Likes
ZyFAI is a project at the intersection of Crypto and AI, and it has developed AI Yield Agents, whose purpose is to earn yield on the assets they are managing.
Here’s how it works:
You deposit your $NVIDIA stock into a ZyFAI agent
Currently, the agents deposit the tokenized stock into Superform, a lending market on Base offering around 18.7% APY.
But that’s not all. ZyFAI is also incentivizing the use of this new product with:
The result: 30% APY in passive yield on your tokenized NVIDIA stock.
Coinbase Tokenized Stocks are live on Zyfai. Now, incentives are too.
Earn up to total 35% APY on NVIDIA, Apple, Meta and Google on :
→ 9-24% underlying pool yield (including pool rewards) via and
→ 10% APY in extra USDC incentives
→ 1.68% APY in…
Coinbase Tokenized Stocks are now live on Zyfai.
We're also launching Swap. You can now go from earning on one asset to earning on another, with your Yield Account handling the withdrawal, swap, and deposit into the best available pool for the new asset.
2:09 PM · Sep 9, 2026 · 3.91K Views
3 Replies · 8 Reposts · 56 Likes
And here is a more detailed post about where the yield comes from + a small tutorial.
How to Earn 30% APY on Tokenized $NVIDIA Stock
Tokenized stocks on are finally live, and Agents are already putting them to work.
Here how it works:
You deposit your $NVIDIA stock on Zyfai and let the agent deploy it to generate additional yield.
Currently, the …
1:44 PM · Sep 17, 2026 · 1.31K Views
2 Replies · 2 Reposts · 19 Likes
Securitize is one of the leading companies in the tokenized space, as it has collaborated with asset managers like BlackRock and is currently the platform with the highest tokenized value onchain.
Its stock, ticker SECZ, is the one that has benefited the most from the SEC and tokenized stock news.
Here is the Securitize CEO explaining how tokenization will reach mainstream adoption and how Securitize will lead this revolution.
Tokenization reaches the mainstream when the buyer no longer needs to be a crypto user.
At the Summit, Securitize CEO joined to explain why demand beyond crypto can take tokenized assets from billions to trillions.
5:30 PM · Sep 17, 2026 · 52.9K Views
16 Replies · 31 Reposts · 182 Likes
And that’s everything for this week.
Grazie mille for your attention and see you next Monday.
Ciao,
Diego
