The market value of China-related tokenized stocks on BNB Chain has increased nearly 29-fold to $9.3 million this year, a sharp rise from approximately $316,000 at the start of 2026 that points to growing investor appetite for tokenized real-world assets (RWAs).
"The surge is largely attributed to new platforms bringing traditional equity exposure to the DeFi ecosystem," said a report from Cointelegraph analyzing the trend, with Dune Analytics data confirming the on-chain market value. The growth coincides with the launch of platforms like xStocks, which went live in May 2026 and introduced over 50 tokenized U.S. stocks and ETFs, including Apple and Tesla, to the BNB Chain.
The technical profile of BNB Chain, which uses a Proof-of-Staked-Authority consensus mechanism to ensure low transaction costs, makes it a suitable environment for such activity. Further validating the ecosystem, China-based chipmaker Nano Labs announced its intention to acquire up to $1 billion worth of BNB tokens as a treasury asset. At the time of the report, BNB was trading around $846.49 with a market cap of $118 billion.
This development on BNB Chain suggests the RWA narrative is gaining significant traction after previous attempts by protocols like Mirror on Terra saw limited success. While the absolute market value remains small compared to the multi-trillion dollar global equity market, the growth rate indicates a potential shift in how investors access traditional assets. However, risks remain, including smart contract vulnerabilities and an uncertain regulatory outlook for tokenized securities.
The primary driver for this expansion is the xStocks platform, which has plans to list over 100 additional assets. This move would significantly broaden the range of traditional equities available to on-chain investors. The growth of tokenized stocks on BNB Chain is part of a larger industry trend focused on bringing real-world assets onto the blockchain, a sector that many financial institutions are heavily investing in.
The commitment from Nano Labs to add BNB to its corporate treasury is a key signal to watch. It establishes a precedent for other corporations that may look to diversify their holdings beyond Bitcoin, evaluating layer-1 tokens based on the utility and growth of their ecosystems. This could shift demand dynamics for BNB toward more institutional-style accumulation.
While the tokenized stock sector on BNB Chain is still in its early stages, its rapid expansion and the increasing corporate interest suggest it is a key area of development in the DeFi space. The ability of platforms to navigate regulatory hurdles and maintain security will be critical to sustaining this momentum.
This article is for informational purposes only and does not constitute investment advice.
