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
·
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
·
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
·

SAB 121

SEC and Tokenization in 2026: The Complete Regulatory Landscape for Digital Securities in America

From the Howey Test to SAB 121's reversal, from Reg D token offerings to ATS registration — the SEC's evolving stance on tokenized securities defines where $16 trillion in institutional capital will flow.

Feb 8, 2026

Chamber of Digital Commerce

The Chamber of Digital Commerce is the world's largest blockchain trade association, advocating for pro-innovation digital asset policy in Congress and with federal regulators — serving as the leading industry voice for crypto-native companies in Washington since 2014.

Feb 1, 2026

SAB 121 — Staff Accounting Bulletin on Crypto Custody

SEC Staff Accounting Bulletin 121 (March 2022) required entities holding crypto in custody to recognize both an asset and an equivalent liability on their balance sheet, effectively doubling the capital cost of bank crypto custody — a burden reversed by SEC leadership in January 2025.

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

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
Layer 2 Intelligence

Access premium analysis for this section.

Subscribe →