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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Defi

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

ERC-20 — The Fungible Token Standard

ERC-20 is the Ethereum token standard defining a common interface for fungible tokens — enabling any ERC-20 token to be handled by wallets, exchanges, and DeFi protocols without custom integration — and remains the base standard for most tokenized assets despite lacking compliance features.

Feb 1, 2026

Ethereum (for Tokenization)

Ethereum is the dominant blockchain for institutional tokenized assets, hosting BlackRock's BUIDL, Ondo Finance's OUSG, and most major ERC-3643 security tokens — with $25B+ in RWA locked on-chain, Ethereum's smart contract platform provides the deepest DeFi liquidity for tokenized assets.

Feb 1, 2026

Ondo Finance — The DeFi-Native Treasury Tokenization Leader

Ondo Finance has accumulated $700M+ in TVL across OUSG (tokenized US Treasuries) and USDY (yield-bearing stablecoin alternative), creating the primary bridge between TradFi Treasury yields and DeFi liquidity infrastructure.

Feb 1, 2026

Oracle (Blockchain)

A blockchain oracle is a service that provides external, real-world data to smart contracts — essential for tokenized assets that must reference off-chain information like asset prices, interest rates, accreditation status, and regulatory flags.

Feb 1, 2026

Stablecoins

Stablecoins are blockchain tokens designed to maintain a stable value relative to a reference asset — typically the US dollar — serving as the cash settlement layer for tokenized asset markets, with $220B+ in total circulation as of early 2026.

Feb 1, 2026

Tokenized Insurance

Tokenized insurance and reinsurance represents one of the earliest fintech applications of blockchain, with Lemonade Crypto Climate Coalition and parametric insurance platforms using smart contracts to automate claims payment — eliminating the need for human adjusters.

Feb 1, 2026

Tokenized Private Credit Tracker

The $19B+ tokenized private credit market — from Figure's HELOCs to Maple Finance institutional loans to Goldfinch emerging market credit — mapped and tracked.

Feb 1, 2026

Tokenized Treasuries

Tokenized US Treasuries are blockchain representations of US government bonds or money market funds backed by Treasuries, totaling $9B+ AUM across 15+ products as of early 2026 — the fastest-growing category in tokenized real-world assets.

Feb 1, 2026
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