DeFi· ★★★· neutral·

Analysts debate Ethereum L1's role in tokenization boom

  • —Ethereum L1 has near-zero share of spot DEX volume in tokenized securities
  • —Tokenized securities market stands at $3.2 billion, projected to hit $2 trillion by 2028
  • —Robinhood, Arbitrum and Base are doing the heavy lifting in tokenization
  • —Ethereum Institutional says supply of regulated assets matters more than volume
Why it matters: The debate will shape whether Ethereum retains share in the fast-growing tokenized asset segment or cedes ground to L2s and rivals.
Source: AMBCrypto