Experts at Citibank in their recent report noted the significant growth potential of the tokenized securities sector, predicting that its market capitalization could reach between $2.6 trillion and $8.2 trillion by 2030, depending on market conditions. The baseline scenario anticipates growth to $5.5 trillion.
This is reported by Business • Media
Key Growth Factors for the Tokenized Stock Sector
In the report, Citibank analysts explored three possible market development paths: pessimistic, baseline, and optimistic. The most modest forecast will materialize if 10% of the U.S. Treasury bond market and 3% of the stocks of U.S. public companies are tokenized. At the same time, analysts emphasize that these segments may transform faster than private markets, which are undergoing changes more slowly.
The growth of the sector’s capitalization, according to Citibank, will be determined by three main factors:
- Integration of blockchain technologies and the launch of derivative products by leading market participants, including operators of major exchanges.
- Development of stablecoins and deposit tokens, which analysts predict will service this market.
- Improvement of regulatory standards and the introduction of new legislative initiatives.
Plans of Key Players and Regulatory Changes
The report pays special attention to the plans of major exchanges such as NYSE and Nasdaq regarding the launch of trading in tokenized stocks. Additionally, the Depository Trust & Clearing Corporation (DTCC) has planned to conduct test transactions with tokenized securities as early as the summer of 2026.
Citibank also forecasts rapid growth in the stablecoin market – up to $1.9 trillion by 2030. Together with deposit tokens, which are digital representations of bank liabilities, this will create conditions for fast and seamless transactions. As a result, the issuance and redemption of stocks could occur with minimal delays.
Regarding the regulatory environment, Citibank noted the advancement of the CLARITY framework bill, which has already been approved by the Banking Committee and will soon be reviewed by the Senate. After agreement with other relevant committees, the document will be sent for the signature of U.S. President Donald Trump.
“You see how the full power of the American financial system and the world’s reserve currency leads to significant changes. When DTCC and NYSE implement tokenization in capital markets, it marks a turning point,” the report states.
According to the RWA.xyz portal, the current total capitalization of tokenized U.S. Treasury bonds and stocks stands at $16.5 billion.
