2026-01-13 23:23:39

Stock tokenization is quietly reshaping the investment landscape—the past three months alone have witnessed remarkable momentum in this space. Two protocols are standing out from the pack: Backed Finance with their StockX offering and Ondo Finance's stock-focused initiative, both capturing significant traction.

Here's where it gets interesting: combined TVL across these platforms has reached approximately $2.8 billion. Sounds substantial, right? But zoom out. The broader tokenization market is currently valued at $324.7 billion. That means we're looking at less than 1% penetration.

Still very much in the early innings. The runway for growth in stock tokenization is massive.

ONDO-1%

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UnruggableChad

· 22h ago

Only 1% penetration rate? This is the real blue ocean, an early opportunity to buy the dip.

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RetiredMiner

· 22h ago

0.01% penetration rate, still dare to boast about being early? I think someone is eager to sell stories.

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PebbleHander

· 22h ago

1% penetration? Come on, this is the real blue ocean Not to mention, Backed and Ondo are indeed making moves, but the market hasn't reacted yet Wait, where did the 324.7b tokenization market come from? That's a bit exaggerated Early projects, I favor those brave enough to be the first to take the plunge Honestly, ordinary people still don't understand these, but it definitely feels like it's about to take off Stock tokenization has been seriously underestimated, I bet it will explode With a TVL of only 2.8 billion, it's already like this, the potential is huge The monopoly situation of Backed and Ondo isn't very healthy, more competitors are needed People who entered early are probably very happy right now, just worried about sudden policy changes

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ProxyCollector

· 22h ago

At this stage, with this scale, there is indeed room for imagination.

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SleepyValidator

· 22h ago

1% penetration rate? That's really early. If I had known earlier, I would have gotten on board sooner.

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