Imagine a world where prominent US stocks, like Tesla (TSLA) or Nvidia (NVDA), are traded without interruption, 24/7, and transactions finalize almost instantly.

This vision is gaining traction. The cryptocurrency space, alongside major players on Wall Street, are pushing to bring tokenized stocks into the mainstream. These are digital representations of traditional stocks, recorded on a blockchain ledger.

Nasdaq (NDAQ) recently sought regulatory approval to enable the trading of its listed stocks in tokenized form. A green light from the Securities and Exchange Commission (SEC) would be a significant step in integrating traditional finance with blockchain technology. The SEC opened the proposal for public comment in September, with a decision anticipated approximately 45 to 90 days after its publishing.

Robinhood (HOOD) CEO Vlad Tenev remarked at a Singapore crypto conference that “tokenization is unstoppable, ultimately encompassing the entire financial system.” This past summer, Robinhood introduced over 200 US stock and ETF (exchange-traded fund) tokens to its European user base.

Major financial institutions, from Goldman Sachs to BlackRock, the asset management firm, are already offering tokenized money market funds. Furthermore, BlackRock is reportedly considering the launch of tokenized ETFs.

Robinhood launched over 200 US stock and ETF tokens in Europe this summer.
· REUTERS / Reuters

“Tokenization is applicable to all assets – stocks, bonds, funds. It would revolutionize investing,” stated BlackRock (BLK) CEO Larry Fink in the company’s annual shareholder letter. “Markets would operate continuously, and transactions would settle within seconds, drastically reducing current processing times.”

Proponents believe that tokenized stocks democratize trading, facilitate asset exchange through single blockchain transactions, and broaden their usability in lending and collateralization.

Kevin Rusher, founder of RAAC, a firm specializing in real-world asset borrowing and lending, noted that “these financial instruments are unfamiliar to the average retail investor,” adding that tokenization effectively “lowers the barrier to entry.”

The market for tokenized real-world assets, encompassing stablecoins, bonds, real estate, and commodities, is projected to soar from approximately $600 billion in 2025 to almost $19 trillion by 2033, according to estimates from Boston Consulting Group and Ripple.

However, the introduction of tokenized equity products in some international markets has faced challenges.

In Europe, tokens mirroring popular stocks like Apple (AAPL) and Amazon (AMZN) have struggled with limited trading activity, resulting in price discrepancies compared to the underlying stocks.

Concerns have also arisen regarding the integrity of third-party issuers.

When Robinhood revealed plans to offer tokenized shares of privately held companies like OpenAI (OPAI.PVT) and SpaceX to its European clientele, OpenAI clarified that “those are not OpenAI equity” and that it wasn’t involved in the offering.

Growth in market cap of real world assets. (Boston Consulting Group and Ripple)

Growth in market cap of real-world assets. (Boston Consulting Group and Ripple)

The World Federation of Exchanges, which includes Nasdaq, cautioned regulators in August to enhance oversight of tokenized stock products, arguing that they “are marketed as stock tokens when they are not.”

In its September filing, Nasdaq emphasized that the tokenized securities it intends to list will possess identical value and shareholder privileges as their traditional counterparts.

For widespread adoption of stocks as digital assets within the US, experts emphasize the necessity of a more detailed regulatory structure.

“Currently, regulations pertaining to token-related investment products and services are addressed on an ad-hoc manner at both the state and federal levels,” Jerry Comizio, Associate Director of the Business Law Program at American University’s Washington College of Law, explained to Yahoo Finance.

He added, “There isn’t a centralized, comprehensive overview, as observed in other industries, like banking. That is going to be the central challenge.”

The SEC has affirmed its regulatory authority over tokenized stocks, stating in a July announcement that “tokenized securities are still securities.”

Within the US, the tokenization trend has been spurred by recent legislation that has fueled a surge in stablecoins, which are digital tokens whose value is pegged to the US dollar. The prices of Ether (ETH-USD) and solana have increased alongside growing interest in the tokenization of real-world assets.

Many crypto industry proponents envision major corporations, such as Tesla or Amazon (AMZN), issuing shares directly “on-chain” in the future.

Kevin de Patoul, CEO of Brussels-based blockchain liquidity provider Keyrock, commented to Yahoo Finance, “Eventually, all financial markets will be built on the same underlying technology as crypto markets today.”

Ines Ferre is a senior business reporter for Yahoo Finance. Follow her on X at @ines_ferre.

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