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
·
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
·
Securitize AUM $4B+ +841% revenue growth 2025
·
Tokenized Private Credit $19B+ Figure Technologies leads at $15B
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CFTC

CFTC — Commodity Tokens, DeFi Enforcement, and the $10 Trillion Derivatives Market

The CFTC regulates commodity tokens including Bitcoin and Ethereum, has conducted landmark DeFi enforcement actions including the Ooki DAO case, and would receive expanded jurisdiction over digital commodities under FIT21.

Feb 1, 2026

Commodity Exchange Act (CEA)

The Commodity Exchange Act grants the CFTC jurisdiction over commodity futures, swaps, and options — including derivatives on tokenized commodities and, under court rulings, spot Bitcoin and Ethereum markets for fraud purposes.

Feb 1, 2026

Digital Asset Market Structure Act

The Digital Asset Market Structure Act proposes a comprehensive regulatory framework for digital asset trading venues, establishing a joint SEC-CFTC approach to digital asset market oversight.

Feb 1, 2026

Digital Securities Sandbox

A digital securities sandbox is a regulatory framework allowing companies to test blockchain-based securities products under modified rules — providing legal certainty for innovation while regulators gather evidence to inform permanent rule changes.

Feb 1, 2026

FIT21 — Digital Asset Market Structure Act

The Financial Innovation and Technology for the 21st Century Act passed the House of Representatives in May 2024 with bipartisan support, establishing a framework that divides digital asset regulation between the SEC (centralized tokens) and CFTC (decentralized tokens).

Feb 1, 2026

Global Financial Innovation Network (GFIN)

The Global Financial Innovation Network connects 60+ financial regulators worldwide to share information on fintech innovation — enabling digital asset innovators to test cross-border tokenized asset products across multiple regulatory jurisdictions simultaneously.

Feb 1, 2026

SIFMA — Securities Industry and Financial Markets Association

SIFMA is the leading US capital markets trade association representing broker-dealers, banks, and asset managers — and its Digital Assets Committee and regulatory engagement directly shape SEC and Congressional approaches to tokenized securities.

Feb 1, 2026

Tokenized Carbon Credits

Tokenized carbon credits use blockchain to improve transparency, reduce double-counting fraud, and enable fractional trading of voluntary carbon market offsets — a $50B+ potential market plagued by verification problems that blockchain helps solve.

Feb 1, 2026

Tokenized Commodities

Tokenized commodities — from PAXG (gold) to energy credits — represent physical commodity ownership on-chain, enabling fractional ownership, 24/7 trading, and programmable derivatives without traditional storage and logistics challenges.

Feb 1, 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
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