The $2B Illusion: Tokenized Stocks and the Liquidity Mirage
Events
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Raytoshi
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The number landed without fanfare. $2 billion in tokenized single-stock tokens. Nearly 5% of the entire RWA market. Headlines called it a milestone. I call it a stress test. The RWA narrative has officially moved from proof-of-concept to pilot phase. But here is the uncomfortable question nobody is asking: is this the beginning of a capital markets revolution, or the creation of a new, regulated form of financial abstraction that only mimics liquidity? The data says growth. The structure says fragility. Let me unpack the numbers that matter, and the ones that don't.
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