Cash

Solana

Orca

USDC

<ul>
 <li>Citi expects the tokenized asset market to surge from the current $17 billion to $5.5 trillion by 2030.</li>
 <li>As tokenized stocks, USDC payments, Orca pools, and ETF inflows grow around the Solana network, more activity is coming to the network via RWAs.</li>
</ul>
Citi sees tokenized securities rising from about $17 billion to $5.5 trillion by 2030 as real-world assets move deeper onchain. The bank’s base case sits between a low estimate of $2.7 trillion and a bull case of $8.2 trillion, depending on how fast institutions move assets onchain.
The forecast points to a market led by public securities, mainly U.S. Treasury bills and stocks. Citi expects <a href="https://ethnews.com/guides/what-are-stablecoins/" rel="noopener noreferrer nofollow">stablecoin</a> growth alone to create up to $1 trillion in demand for onchain Treasury bills, while tokenized stocks could attract about $2.6 trillion if more retail investors shift to digital trading platforms.
Solana now sits near the center of that shift. The network already hosts active tokenized equity products, stablecoin payment rails, and new regulated trading infrastructure. That makes Solana one of the clearest blockchain winners if Citi’s tokenization forecast plays out over the next four years.
Tokenized finance needs fast settlement, low fees, and live secondary markets. <a href="https://ethnews.com/guides/what-is-solana-architecture-design-philosophy-and-its-role-in-the-blockchain-ecosystem/" rel="noopener noreferrer nofollow">Solana</a> has built its recent momentum around those three areas. Its ecosystem now covers tokenized equities, stablecoin transfers, onchain trading, and real-world asset marketplaces in one network.
Recent ecosystem data shows Solana <a href="https://x.com/solana/status/2061085290278645990?s=20" rel="noopener noreferrer nofollow">captured</a> 97% of cumulative tokenized equities spot trading volume. The network also reached more than 200,000 onchain tokenized stockholders, showing that tokenized equities have moved beyond early testing and into active user demand.
<h2 id="b-solana-builds-the-rails-for-tokenized-markets-b">Solana Builds the Rails for Tokenized Markets</h2>
Orca’s new permissioned pools add another layer to Solana’s tokenization push. The Solana-based exchange<a href="https://x.com/orca_so/status/2061134831933907243?s=20" rel="noopener noreferrer nofollow"> launched</a> infrastructure that allows approved investors to trade regulated tokenized assets onchain. Streamex became the first issuer to use the system with GLDY, a gold-linked tokenized security.
This model matters for tokenized stocks, bonds, commodities, and funds. Issuers need compliance tools, investor checks, and trading access before they can bring regulated products onchain. Orca’s setup gives those issuers a market structure that can enforce rules while keeping assets tradable around the clock.
Stablecoins also strengthen Solana’s position. Cash App recently rolled out stablecoin support, including <a href="https://ethnews.com/guides/what-is-usd-coin-usdc-understanding-usdcs-role-in-regulated-stablecoin-infrastructure/" rel="noopener noreferrer nofollow">USDC </a>on Solana, while SoFi <a href="https://ethnews.com/sofi-picks-solana-for-its-stablecoin-why-this-is-a-landmark-win-for-solana/" rel="noopener noreferrer nofollow">launched</a> SoFiUSD on Solana and Ethereum. These launches connect everyday payment apps and bank-backed digital dollars to the same rails that tokenized assets may use for settlement.
<blockquote class="twitter-tweet">
 A bank your parents have heard of. A payments app your roommate uses. A checkout that takes stablecoins. All shipped on Solana this week.
 Here's everything that happened:
 <img src="https://s.w.org/images/core/emoji/17.0.2/72x72/1f4f0.png" alt="📰"> Headline News
 – Solana captured 97% of cumulative tokenized equities spot trading volume
 -… <a href="https://t.co/s0U0huNQVG" rel="noopener noreferrer nofollow">pic.twitter.com/s0U0huNQVG</a>
 — Solana (@solana) <a href="https://x.com/solana/status/2061085290278645990?ref_src=twsrc%5Etfw" rel="noopener noreferrer nofollow">May 31, 2026</a>
</blockquote>
Citi expects digital cash to play a key role in tokenization. Securities and payments need to move together for instant settlement. Solana’s growing stablecoin activity gives the network a stronger role in that process, especially as payment firms and fintech platforms add support for Solana-based transfers.
Tokenized equities also bring new use cases for DeFi builders. Products such as xStocks already <a href="https://blog.quicknode.com/xstocks-solana-tokenized-stocks-2025/" rel="noopener noreferrer nofollow">bring</a> U.S. equities onchain as Solana tokens backed by real shares. That opens room for trading, lending, collateral, and portfolio tools built around recognizable assets such as major U.S. stocks.
However, the SOL price still shows short-term pressure. SOL recently traded just below $80, down 2% on the day, while staying below key moving averages. Technical readings still point to a narrow range, with traders watching support near $79 and resistance closer to $85.50.

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Meanwhile, Solana-focused ETFs attracted more than $115 million in May, while futures open interest dropped by about 30%. That shift suggests more demand came through spot products, even as speculative leverage cooled.
The post <a href="https://ethnews.com/citi-says-tokenized-equities-to-hit-5-5t-why-solana-is-the-biggest-winner/" rel="noopener noreferrer nofollow">Citi Says Tokenized Equities to Hit $5.5T. Why Solana is the Biggest Winner</a> appeared first on <a href="https://ethnews.com" rel="noopener noreferrer nofollow">ETHNews</a>.

Citi Says Tokenized Equities to Hit $5.5T. Why Solana is the Biggest Winner

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