Ciao and welcome back to Tokenized Monday , your trusted source of news in the tokenized economy.
We are almost 50 subscribers from all over the world, and this makes me very proud of what we are building here.
Let’s start the week with a quick poll:
To write today’s newsletter, I’m inspired by this beautiful sea view.
Tokenized stocks are breaking records, and yet, we are still early.
The Kobeissi Letter @KobeissiLetter
Tokenized equities are breaking records, and we are still early.
The total market cap of onchain tokenized stocks is now up to a record $3.5 billion.
That marks another +33% increase in this month and +860% growth year-over-year.
Growth has accelerated after the SEC's recent …
2:13 PM · Sep 30, 2026 · 197K Views
117 Replies · 228 Reposts · 1.58K Likes
Hyperliquid perps are now shown on the Bloomberg Terminal.
🚨HUGE: Hyperliquid's perps are now live on the Bloomberg Terminal.
The Terminal now shows live data from Hyperliquid's 24/7 perps, including oil, gold, the S&P 500 and chipmakers.
It comes after President Trump said the CFTC is working to bring Hyperliquid to the US.
6:01 AM · Oct 5, 2026 · 32.8K Views
38 Replies · 65 Reposts · 424 Likes
For the Solana bulls here: Metaplex released a new standard that puts compliance rules directly inside the token.
For RWA adoption on the chain, this is a major step forward.
Bringing new markets onchain requires compliance infrastructure that supports issuer-sponsored tokenization.
Today, we're thrilled to introduce MPL-3643: a new standard for permissioned real-world assets and tokenized securities on .
2:06 PM · Sep 29, 2026 · 377K Views
94 Replies · 90 Reposts · 353 Likes
This happened while Solana ranked first in terms of new tokenized stock holders in September.
RWA Foundation @RWAFoundation_
In the month of September, RWA Foundation member topped the charts for the most tokenized stock holders, adding 758,900 in a single month.
Data via: .
12:18 PM · Oct 1, 2026 · 1.56K Views
5 Replies · 37 Likes
Is this why SOL has traded like this over the past weeks? Maybe.
Meanwhile, Coinbase’s tokenized stocks still lag behind in terms of adoption, but they are trying to catch up with competitors.
Coinbase tokenized stocks almost hit $100M in daily volume: $99M 📈
Cumulative volume now at $1.6B
🔗
2:18 PM · Oct 1, 2026 · 108K Views
17 Replies · 12 Reposts · 80 Likes
This happened while Base introduced Cobalt, a chain upgrade that brings “Composite Policies,” which is basically a standard similar to what Metaplex brought to Solana. ”Composite Policies allow token issuers to combine allowlists and blocklists with OR or AND logic”.
Introducing Base Cobalt, our third network upgrade of 2026
Validity Transactions and B20 enhancements are now live on mainnet
Read the full breakdown ↓
7:34 PM · Sep 30, 2026 · 187K Views
213 Replies · 280 Reposts · 1.35K Likes
Maple, an RWA project with over $3B in assets under management, just announced a rebrand.
Maple's brand is evolving, starting this week.
The idea behind the evolution is simple: Capital should be activated.
Here's a thread on why, and what activated capital makes possible ↓
1:41 PM · Sep 30, 2026 · 1.33K Views
4 Replies · 2 Reposts · 30 Likes
There are four new Ondo Portfolios, powered by BlackRock.
Portfolios built for an onchain world.
Introducing four new Ondo-designed portfolios, joining the first three powered by BlackRock.
→ MAG7Xon: Magnificent 7 & Crypto
→ BRAINon: AI Leaders Portfolio
→ YLD5on: 5% Targeted Income
→ YLD8on: 8% Targeted Income
Each portfolio …
2:03 PM · Oct 1, 2026 · 8.52K Views
10 Replies · 15 Reposts · 85 Likes
We are going to have South Korean assets on Avalanche by February 2027.
Cointelegraph @Cointelegraph
🇰🇷 JUST IN: South Korea unveils rules allowing stocks, bonds and funds to move onchain from February 2027, with its securities depository building infrastructure connectivity on Avalanche.
9:40 PM · Oct 2, 2026 · 85.3K Views
51 Replies · 122 Reposts · 622 Likes
And $AVAX says thanks.
Stablecoins have been the most successful and widely adopted RWAs ever, with Tether and Circle dominating the market.
But now there is a new competitor, and it is offering something the others can’t offer: rewards for those who adopt their stablecoin.
Open Standard @openstandard
$OUSD is live.
Build with OUSD via and . Each integration path supports 1:1 USD conversion at no cost.
Read the announcement: .
3:00 PM · Sep 30, 2026 · 364K Views
169 Replies · 529 Reposts · 3.08K Likes
The model behind how OUSD works is the interesting part. Everything starts from the idea that “Businesses using stablecoins should have a stake in their future.”
With OUSD, partners earn rewards (and equity) based on how much OUSD they push through their platforms.
And please note, with “partners”, Open Standard means whoever distributes the dollars.
Open USD grew from $40M of pre-launch supply to $665M within three days of going live.
Backed by Coinbase, Mastercard, Stripe, and Visa, this is a very interesting project.
You can deep dive by reading this article:
Open Standard @openstandard
https://t.co/amsVRTkd7X
4:00 PM · Sep 24, 2026 · 134K Views
16 Replies · 33 Reposts · 484 Likes
Btw, if you are interested, they are hiring:
Open Standard @openstandard
We’re hiring! Come build better money with us: .
joinopenstandard.com
Open Standard Jobs
8:49 PM · Sep 30, 2026 · 52.7K Views
34 Replies · 92 Reposts · 1.02K Likes
“The Tokenization of Things” - Published 8 Years Ago
Here is the SEC Chairman explaining the recent Innovation Exemption for tokenized stocks.
The future of securities is onchain, with shareholder rights intact.
We applaud Chairman for moving U.S. markets in that direction through the Innovation Exemption.
Tokenize the World.
2:54 PM · Oct 1, 2026 · 7.2K Views
17 Replies · 15 Reposts · 148 Likes
Here is Stani, founder of Aave, on why Avalanche will be a major hub for RWAs.
I agree with this vision, and this is why I personally have a stake in PHAR , the largest DEX by volume on the chain.
Aave’s explains why Avalanche was the first expansion for V4.
A public network connected to custom L1s for institutions, built for a future where more financial value moves onchain, and a really strong community.
3:16 PM · Sep 30, 2026 · 56.1K Views
34 Replies · 69 Reposts · 463 Likes
And that’s everything.
Please reply to the poll above and have a great week.
See you next Monday.
Ciao!
