The Kobeissi Letter(@KobeissiLetter):BREAKING: The total circulating supply of onchain tokenized equities surged by +$932 million last week, the biggest weekly jump on record. This puts total supply above $4.7 billion, also a fresh record high. Amid the US Midterm elections and the resulting volatility, tokenized equities saw historic volume. In times of volatility, investors are increasingly favoring tokenized securities which trade 24/7. The largest onchain trading platform on Solana, Jupiter, reported +60% MoM growth in the number of tokenized equity traders, with volume up +34%. Furthermore, 62% of that volume now reportedly takes place outside of market hours. Volatility is accelerating the adoption of tokenization.

2026.11.10 16:30

BREAKING: The total circulating supply of onchain tokenized equities surged by +$932 million last week, the biggest weekly jump on record. This puts total supply above $4.7 billion, also a fresh record high. Amid the US Midterm elections and the resulting volatility, tokenized equities saw historic volume. In times of volatility, investors are increasingly favoring tokenized securities which trade 24/7. The largest onchain trading platform on Solana, Jupiter, reported +60% MoM growth in the number of tokenized equity traders, with volume up +34%. Furthermore, 62% of that volume now reportedly takes place outside of market hours. Volatility is accelerating the adoption of tokenization.