Is the “crypto treasury” strategy a double-edged sword for investors? Not long ago, companies marketed crypto-treasury stocks as a straightforward investment. They purchased shares to gain exposure to Bitcoin (BTC) or other digital assets while benefiting from the liquidity and regulatory oversight of public markets. In rising markets, this approach was effective. Shares of companies with substantial crypto holdings frequently outperformed the underlying assets, attracting investors who wanted crypto exposure without directly owning tokens. However, during market declines, this relationship breaks down sharply. Crypto-treasury stocks tend to experience more abrupt…
Tag: Stocks
Crypto Stocks Soar As Market Makes Comeback
Major public US crypto companies rallied double-digits on Monday after a crypto market rally that saw major tokens hit multi-week highs. Crypto infrastructure platform Bakkt (BKKT) led Monday’s gains with a nearly 31.5% rise, and climbed nearly 5% after the bell to $15.52. Bitcoin (BTC) treasury company Kindly MD (NAKA) was among the top five largest gainers, closing the day up over 24%. Crypto mining companies also saw their shares move higher, with the Donald Jr. and Eric Trump-led American Bitcoin (ABTC) climbing 13.5% to over $2 for the first…
Tokenized Stocks Surge to $1.2B as Onchain Equities Gain Momentum
Demand for tokenized equities has accelerated since their mainstream debut earlier this year, pointing to this emerging asset class as a potential early signal of broader blockchain adoption beyond Bitcoin and stablecoins. The combined market capitalization of tokenized stocks has climbed to a record $1.2 billion, according to data from Token Terminal, driven by strong growth in September and December. “Tokenized stocks today are like stablecoins in 2020,” Token Terminal said, underscoring how early the market remains. Stablecoins were still in their infancy in 2020, but they have since grown…
Tokenized stocks reach $1.2 billion market cap in record milestone for on chain equities
Key Takeaways Tokenized stocks reach a $1.2 billion market cap, setting a new record for on chain equity products. Tokenized stocks represent traditional equities like Tesla, Apple, Amazon, Google, and Microsoft on blockchain platforms. Share this article The market capitalization of tokenized stocks has climbed to a record $1.2 billion, marking an all time high for blockchain-based representations of traditional equities. Tokenized stocks mirror shares of publicly traded companies such as Tesla, Apple, Amazon, Google, and Microsoft, converting them into digital tokens that can be traded on chain. The structure…
Ondo’s Plan to Launch Tokenized US Stocks on Solana in 2026
Key takeaways Ondo plans an early 2026 rollout of tokenized US stocks and ETFs on Solana. The tokens are custody-backed. Underlying securities sit with US-registered broker-dealers, while onchain holders receive economic exposure rather than shareholder rights. Minting and redemption are designed to keep tokens anchored to real assets on a 24/5 basis, while transfers and trading can operate 24/7. Compliance is intended to travel with the asset, using Solana Token Extensions such as Transfer Hooks to enforce eligibility and transfer restrictions. Ondo’s core pitch is that investors should be able…
Bitcoin shows less volatility than Nvidia and Tesla stocks
Key Takeaways Bitcoin’s volatility is now lower than Tesla and Nvidia, at 46% annualized. The drop reflects Bitcoin’s growing maturity and reduced speculative swings. Share this article Bitcoin’s price volatility has fallen to 46%, placing it below Nvidia and Tesla in terms of annualized price swings, according to recent market data. Nvidia and Tesla currently exhibit volatility levels of 79% and 72% respectively. The shift highlights Bitcoin’s increasing price stability relative to high-profile tech equities, marking a notable milestone for the asset class often known for extreme fluctuations. In past…
Kraken-Backed xStocks Launches Tokenized Stocks On TON
Kraken-backed tokenized securities platform xStocks is launching on TON Wallet, a self-custodial wallet on the Telegram messenger. Following an initial rollout on Wallet in Telegram, xStocks is now live on TON Wallet, marking the offering’s official launch on Telegram-linked blockchain, The Open Network (TON), Kraken announced Thursday. “Launching xStocks on TON brings tokenized equities onto truly open infrastructure,” Kraken co-CEO Arjun Sethi said in the announcement, adding that the launch marks the first time for Telegram users to access tokenized US equities onchain. The initial rollout will include 10 tokenized…
S&P 500’s top 7 stocks account for 26% of earnings, reflecting historic concentration
Key Takeaways The top seven S&P 500 stocks account for 26% of the index’s total earnings. These companies dominate multiple sectors, producing the majority of profits in technology, communication services, and consumer discretionary. Share this article The S&P 500 has reached a historic level of earnings concentration, with just seven companies, Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla, now producing 26% of the index’s total net income. This group, known as the “Magnificent Seven,” dominates profitability across multiple sectors. In Information Technology, where roughly 70 firms are listed, these…
Backed teams up with Chainlink to launch xBridge, first cross-chain infrastructure for tokenized stocks
Key Takeaways Backed and Chainlink launched xBridge, enabling cross-chain transfers of tokenized stocks between Ethereum and Solana. xBridge preserves corporate actions like dividends and stock splits, enhancing accessibility and interoperability for tokenized equities. Share this article Backed, a leading provider of compliant tokenized equities and ETFs, best known for its xStocks product line, has teamed up with Chainlink to roll out xBridge, the first bridge that lets tokenized stocks move between blockchains without losing fidelity to corporate actions such as dividends, stock splits, and other events. xBridge, powered by Chainlink…
Bitcoin Decouples From Stocks in Second Half of 2025
The US Federal Reserve announced its third interest rate cut of the year on Wednesday, lifting US equities while Bitcoin (BTC) slipped before bouncing back. That dynamic has defined the second half of 2025. Even as capital flows into Bitcoin are increasingly tied to traditional equity investors, the cryptocurrency has continued to diverge from the stock market. Over the past six months, Bitcoin has fallen almost 18%. Meanwhile, the three major US stock indexes posted strong and consistent gains, with the Nasdaq Composite up 21%, the S&P 500 rising 14.35%…