Section

Analysis

Opinionated reads on the numbers, the hype cycles and what they actually mean.

AnalysisOct 28, 2026

Tokenized markets are 1.5x more volatile. The fine print is worse

The October GFSR put tokenized stocks at 1.5x the underlying's volatility. Pantera's turnover data shows the liquidity hole sits in the biggest products.

5 min read

AnalysisOct 26, 2026

Tokenized stocks, not treasuries, are the RWA gateway

Tokenized stock holders hit 5.3M in October 2026, 82.9% of all RWA holders. Equities, not treasuries, are pulling ordinary users onchain.

6 min read

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