Lorenzo Valente(@LorenzoARK):Tokenized equities just crossed 1% of stablecoin supply. I expect this ratio to grow massively from here. Even if stablecoin supply compounds at 40%+ annually, I think tokenized equities could surpass stablecoins in onchain supply within the next three years. A lot of the stack will benefit from tokenization, and there will be many winners. But one thing seems increasingly clear: stablecoins will be one of the biggest beneficiaries of tokenized assets.

Lorenzo Valente

@LorenzoARK

Crypto at @ARKinvest I Director of Research I Disclosure:

Joined May 2024

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Lorenzo Valente@LorenzoARK

2026.09.29 13:42

Tokenized equities just crossed 1% of stablecoin supply. I expect this ratio to grow massively from here. Even if stablecoin supply compounds at 40%+ annually, I think tokenized equities could surpass stablecoins in onchain supply within the next three years. A lot of the stack will benefit from tokenization, and there will be many winners. But one thing seems increasingly clear: stablecoins will be one of the biggest beneficiaries of tokenized assets.