Demand for tokenised US equities is accelerating, making the asset class an important source of liquidity for global trading platforms.

Activity around tokenized stocks surged by 450% during the most recent earnings season, suggesting structural shifts in market behaviour, according to recent Bitget research.

Spot and futures markets posted month-on-month increases of 452% and 4,468% respectively, indicating that both speculative and long-term investors are gravitating towards these instruments.

What Is Driving the Surge

The strongest momentum came from the futures market, where traders focused heavily on mega-cap technology names. Monthly futures volumes in Meta, Microsoft, Apple, Tesla and MicroStrategy expanded at exceptional rates as traders used tokenized contracts to speculate on earnings volatility and AI-related catalysts. Meta alone recorded 40,774% growth.

Spot markets showed a different pattern, indicating more defensive positioning. Investors paired exposure to leading technology companies with substantial allocations into tokenized ETFs. Volumes in QQQon and SPYon – tokenized versions of major technology and S&P 500 ETFs – climbed more than thirtyfold.

Demand for the tokenized long-duration Treasury ETF TLTon surged by 69,573%, highlighting its role as both a hedge against earnings-season uncertainty and a macro bet on potential US Federal Reserve rate cuts.

Why This Matters for Platforms

For trading platforms, the surge is more than a spike in one asset class. Tokenized stocks are forming a stable liquidity channel that attracts both high-frequency and long-horizon investors, supporting higher client activity and new commercial opportunities.

Their 24/7 structure offers a competitive advantage over traditional equity venues, particularly in Asia and Europe, where investor demand extends beyond US trading hours.

Institutional market infrastructure is adapting. Nasdaq has signalled that tokenized equities are a strategic priority, and Switzerland is moving in the same direction. These developments indicate that traditional exchanges are preparing to support continuous, multi-jurisdictional trading in tokenized assets.

As regulatory pathways expand, barriers to scaling tokenized offerings continue to fall.

The result is a market in which tokenization is moving from experimentation to a meaningful force shaping liquidity flows across the trading ecosystem.

This article was written by Tanya Chepkova at www.financemagnates.com.

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