Hupzy (Spot On Chain)|Jul 08, 2026 20:26
Tokenized equities hit a record $๐ฏ.๐ฐ๐ in June trading volume โ up ๐ฎ๐ณ๐ต% month-over-month and ๐ญ,๐ฐ๐ฌ๐ฌ% year-over-year.
Solana commands 90%+ of tokenized equity volume, with Jupiter as the largest on-chain platform posting +56% MoM growth. 60% of volume occurred during off-hours and weekends, validating 24/7 trading demand vs TradFi market hours. SpaceX's record IPO is accelerating the pre-IPO tokenization pipeline.
๐๐๐ฝ๐๐ ๐๐ฎ๐ธ๐ฒ: Structural inflection with real network effects. Solana's dominance creates a direct volume correlation for SOL โ this is a fundamentally bullish on-chain narrative beyond memecoins and DeFi. Jupiter is the bellwether for on-chain equity adoption. As more equity and pre-IPO flows move on-chain, SOL benefits from being the settlement layer. Watch for whether July volume sustains the June pace.
For SOL, the tokenized equities narrative adds a structural demand driver distinct from its DePIN and memecoin cycles โ a new leg of on-chain utility underpinning price.
source: KobeissiLetter
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