Tuesday, February 24, 2026 · U.S. Tokenization Intelligence
AMERICA TOKENIZATION
The Vanderbilt Terminal for U.S. Asset Tokenization
INDEPENDENT INTELLIGENCE FOR THE AMERICAN TOKENIZATION ECONOMY
US Tokenized RWA Market $36B+ +380% since 2022
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BUIDL Fund AUM $2.5B BlackRock · Largest tokenized fund
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SEC-Registered Platforms 12+ ATS + Transfer Agent licenses
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Tokenized US Treasuries $9B+ +256% YoY
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US VC into Tokenization $34B 2025 total · doubled YoY
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Broadridge DLR Daily Volume $384B +490% YoY · Dec 2025
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Securitize AUM $4B+ +841% revenue growth 2025
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Tokenized Private Credit $19B+ Figure Technologies leads at $15B
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US Tokenized RWA Market $36B+ +380% since 2022
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BUIDL Fund AUM $2.5B BlackRock · Largest tokenized fund
·
SEC-Registered Platforms 12+ ATS + Transfer Agent licenses
·
Tokenized US Treasuries $9B+ +256% YoY
·
US VC into Tokenization $34B 2025 total · doubled YoY
·
Broadridge DLR Daily Volume $384B +490% YoY · Dec 2025
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Securitize AUM $4B+ +841% revenue growth 2025
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Tokenized Private Credit $19B+ Figure Technologies leads at $15B
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Intelligence

Sector intelligence covering the key platforms, regulations, and market developments shaping the US tokenization landscape in 2026.

Tokenized Carbon Credits: Using Blockchain to Fix the Voluntary Carbon Market's Integrity Problem

The $2 billion voluntary carbon market has a credibility crisis: double-counting, phantom credits, and verification failures have undermined confidence. Tokenized carbon credits on Toucan Protocol, KlimaDAO, and Moss.Earth offer blockchain-verified environmental assets.

Jan 29, 2026

New York's BitLicense: America's Most Demanding Crypto Regulatory Framework

New York's BitLicense (2015) remains the most stringent crypto business license in the United States. It covers virtual currency businesses operating in New York, requires extensive compliance infrastructure, and has been obtained by fewer than 50 companies in a decade.

Jan 28, 2026

Goldman Sachs GS DAP: Building a Private Blockchain for Institutional Digital Asset Markets

Goldman Sachs' Digital Asset Platform (GS DAP) has tokenized $700M+ in digital bonds for the European Investment Bank and others. Goldman's approach uses a permissioned blockchain to modernize capital markets infrastructure while maintaining regulatory control.

Jan 27, 2026

Broadridge DLR: How $384 Billion Per Day of Repo Settlements Are Moving to Blockchain

Broadridge's Distributed Ledger Repo (DLR) platform settles $384 billion in daily repo transactions for institutions including JPMorgan, Goldman Sachs, and Citi. It is the largest institutional blockchain application by transaction volume in the United States.

Jan 26, 2026

CFTC vs SEC: The Jurisdictional Battle Over Crypto and Tokenized Assets

The CFTC claims Bitcoin and Ether are commodities. The SEC claims most tokens are securities. FIT21 attempts to clarify jurisdiction with a 'decentralization test.' This analysis maps the legal landscape and what it means for tokenization practitioners.

Jan 25, 2026

Qualified Custodian Requirements for Tokenized Assets: What Investment Advisers Need to Know

SEC-registered investment advisers must maintain client assets with a 'Qualified Custodian' under Rule 206(4)-2. The 2023 Custody Rule amendments proposed to extend this requirement to crypto assets. This analysis maps the qualified custodian landscape for tokenized assets.

Jan 24, 2026

State-by-State Digital Asset Regulation: The 50-State Compliance Map for Tokenized Securities

Beyond federal law, tokenized security issuers face a patchwork of state money transmission laws, Blue Sky securities regulations, and state-specific blockchain statutes. This map identifies the key state-level compliance considerations for US tokenization.

Jan 23, 2026

Private Equity Tokenization: How KKR, Apollo, and Hamilton Lane Are Opening to New Investors

KKR's Health Care Strategic Growth Fund II and Apollo's Apollo Diversified Credit Securitize products represent the first institutional PE and credit fund tokenizations in US history. Hamilton Lane has tokenized portions of three flagship funds.

Jan 22, 2026

Provenance Blockchain and Figure Technologies: The Infrastructure Behind $10B+ in Tokenized Loans

Figure Technologies has originated $10B+ in tokenized HELOCs on Provenance Blockchain. The Figure-Provenance ecosystem is the largest real-world deployment of tokenized lending in US financial history, with JPMorgan and others using the infrastructure.

Jan 21, 2026

JPMorgan Kinexys: Inside the World's Most Active Bank Blockchain

JPMorgan's Kinexys (formerly Onyx) settles $2B+ per day in digital asset transactions. The JPM Coin system is the first bank-issued digital currency used for wholesale payments. Kinexys represents the most advanced blockchain deployment by any US bank.

Jan 20, 2026

SAB 121 Reversal: What the SEC's Accounting Rule Change Means for Bank Digital Asset Custody

The SEC's reversal of Staff Accounting Bulletin 121 in January 2025 removed the punitive balance sheet treatment that had kept major banks out of digital asset custody. BNY Mellon, State Street, and JPMorgan can now compete directly with Coinbase Prime and Anchorage.

Jan 19, 2026

Wyoming's Blockchain Laws: The State That Became America's Crypto Laboratory

Wyoming has enacted 21+ blockchain-related laws since 2019, including the SPDI bank charter (used by Custodia Bank), the DAO LLC structure (used by Compound and others), and the first US statutory framework recognizing digital assets as a distinct asset class.

Jan 18, 2026

Regulation D vs Regulation A+: Choosing the Right Exemption for US Token Offerings

Most US security token offerings use Regulation D 506(b) or 506(c). Regulation A+ offers a path to retail investors for up to $75 million, but the SEC review process takes 6-9 months. This guide maps the regulatory pathways available to US token issuers in 2026.

Jan 17, 2026

Franklin Templeton's FOBXX: The First SEC-Registered Fund on a Public Blockchain

Franklin Templeton's BENJI fund (FOBXX) holds $380M+ in US Treasuries on the Stellar and Polygon blockchains. It was the first SEC-registered money market fund to record share ownership on a public blockchain — a regulatory breakthrough that opened the door for BlackRock's BUIDL.

Jan 16, 2026

Securitize: How One Platform Became the Infrastructure for BlackRock, KKR, and Apollo's Tokenization Strategies

Securitize processes $4B+ in tokenized assets for the world's largest asset managers. Its SEC-registered broker-dealer, ATS, and transfer agent combination creates an integrated compliance stack that competitors cannot easily replicate.

Jan 15, 2026
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