Tokenized RWA Momentum: Morgan Stanley $10T Target, IMF Data, Securitize Upgrade
Morgan Stanley projects the tokenized real-world asset market could reach $10 trillion by 2030. The IMF reports over 50% of tokenized equity trading already happens outside US market hours. StoneX lifted its Securitize price target 50% to $18, calling it a 'market operator' not just a vendor.
What we know
Morgan Stanley estimates tokenized RWA could hit $10 trillion by 2030 with institutional adoption. The IMF reports 50%+ of tokenized equity trading happens outside regular US market hours, underscoring global demand for 24/7 markets. StoneX lifted Securitize ($SECZ) price target 50% to $18 with a Buy rating, saying the company has evolved from tokenization vendor into market operator — shares trading ~30% below target at $13.83. Strategy's STRC preferred stock is now the largest tokenized equity in DeFi via $STRCx, integrated into Pendle and Exponent Finance yield markets on both Ethereum and Solana.
How the story developed
Morgan Stanley projects the tokenized real-world asset market could reach $10 trillion by 2030. The IMF reports over 50% of tokenized equity trading already happens outside US market hours. StoneX lifted its Securitize price target 50% to $18, calling it a 'market operator' not just a vendor.
The RWA market cap has surged from $50B to $120B+ in 2026, with TradFi giants including Nasdaq, NYSE and Morgan Stanley launching tokenized products. Meanwhile, AMC's CEO is demanding Robinhood cease tokenizing AMC stock, exposing regulatory tensions.
Multiple voices argue crypto is at peak undervaluation relative to macro assets, with US regulatory clarity for TradFi onchain and the Nasdaq CEO's tokenization push at TOKEN2049 cited as structural catalysts.
Sources
“StoneX lifts Securitize price target 50% to $18, Buy — 'evolved into a market operator'”
View post →By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.