Solana (CRYPTO: SOL) briefly processed more trades than the NYSE in September, according to Citrini Research, as tokenized stocks and real-world assets push deeper into traditional finance.

Why Citrini Says Crypto Finally Found Its Purpose

Citrini Research wrote in a Thursday note that crypto spent 15 years building programmable financial infrastructure without a clear use case, until AI agents and tokenized assets gave it one. 

The firm argues that as AI agents increasingly manage money and make decisions on behalf of users, financial assets need to become machine-readable and transferable the same way consumer data already has.

The inflection point traces back to March, when the Iran conflict escalated over a weekend and Hyperliquid as measured by Hyperliquid Strategies (NASDAQ:PURR) became one of the only liquid venues where traders could price crude oil in real time. 

Since then, Citrini says tokenized real-world asset adoption has moved into a much higher gear.

How Robinhood, Coinbase and US Regulation Are Shaping Tokenized Stock Trading

Citrini pointed to two forces accelerating the move on-chain:

  • Composable tokenized equities: Robinhood (NASDAQ:HOOD) Chain’s stock tokens let tokenized shares move freely between apps and blockchain rails, rather than staying locked inside a single issuer’s platform, and that model has since spread to more chains
  • Regulatory momentum: two days after the CLARITY Act failed in the Senate, the SEC issued an innovation exemption opening a path for tokenized stock trading, while Coinbase’s (NASDAQ:COIN) proposed US stock perpetual futures product sits with “approval pending” status at the CFTC

Which US Stocks Is Securitize Bringing to Solana?

Securitize announced Thursday, according to WSJ, that it’s bringing 12 major US stocks onto Solana through a new product called Securitize Stocks. The initial lineup includes:

  • Apple (NASDAQ:AAPL)
  • Nvidia (NASDAQ:NVDA)
  • Tesla (NASDAQ:TSLA)
  • Microsoft (NASDAQ:MSFT)

Trading starts on Securitize’s existing Solana platform, with Jump Trading providing liquidity and settlement happening in USDC (CRYPTO: USDC). 

Securitize plans to expand the stocks to NYSE’s planned 24/7 digital trading platform and the upcoming OKX-ICE Tokenized Securities Venue, a joint venture between NYSE parent Intercontinental Exchange and OKX.

Each token stays backed one-for-one by an actual share and preserves shareholder benefits like dividends and voting rights, according to Securitize CEO Carlos Domingo.

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