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On‑Chain Tokenized Stock Activity Spikes to $29.5 Billion in Late August

The surge shows fast user adoption driven by new Layer‑2 trading rails and Uniswap v4 pools but much of the on‑chain movement reflects operational transfers and concentrated issuer exposure.

Overview

  • On‑chain transfer volume of tokenized equities jumped roughly 415% to about $29.5 billion over a 30‑day window in late August 2026, with active addresses rising to roughly 1.3 million and holders to about 2.36 million.
  • Uniswap accounted for a major share of the growth, reporting a $325.2 million weekly increase in tokenized‑stock DEX volume split between v4 ($170 million) and v3 ($155.2 million), and controlling roughly 99% of stock‑token DEX liquidity on Robinhood Chain.
  • Robinhood Chain, which launched July 1 on Arbitrum Orbit, set new daily DEX records in late August and recorded multi‑billion cumulative tokenized‑stock turnover while memecoin activity helped amplify overall chain volume.
  • Coinbase added four tokenized U.S. stocks to Base in late August under its B20 structure, with each token representing a beneficial interest held through segregated custody and initially restricted to eligible non‑U.S. users.
  • Key caveats remain: distributed on‑chain value rose only modestly and is concentrated with Ondo, Kraken xStocks and Binance bStocks, and RWA.xyz transfer metrics count custody moves, minting/redemptions and bridges so much reported volume may not reflect pure secondary‑market trading.