Citi Sees Tokenized Securities Market Reaching $5.5 Trillion By 2030

TLDR

• Citi estimates tokenized securities could reach $5.5T by 2030.
• Citi’s forecast range stands between $2.7T and $8.2T.
• Citi expects 10% of U.S. Treasury bills to be tokenized by 2030.
• Citi projects 3% of U.S. public stocks could move on-chain by 2030.
• Stablecoin growth could create about $1T in U.S. Treasury demand.

Citi expects the tokenized securities market to reach $5.5 trillion by 2030, according to its “Tokenization 2030 Wall Street On-Chain” report. The bank said growth may come from U.S. Treasury bills, public stocks, stablecoins, and new market systems. Its base case is far above the current market size of about $17 billion today.

Citi Sets a Wide Forecast for Tokenized Securities

Citi said the tokenized real-world asset market could grow from $17 billion today to $5.5 trillion by 2030. The report gave a forecast range of $2.7 trillion to $8.2 trillion, based on the speed of adoption.

The bank expects mainstream public markets to lead this growth. It points to U.S. Treasury bills and public stocks, rather than private assets, because public markets are larger and trade more often. Citi assumes 10% of the U.S. The Treasury bill market will be tokenized by 2030. 

It also expects 3% of the U.S. public stock market to move into on-chain form by that year. The report said a 10% move by everyday U.S. investors to digital trading platforms could create $2.6 trillion in demand for digital stocks. This would link retail trading with blockchain-based market systems.

Market Operators Move Toward On-Chain Trading

Traditional market companies are now building tokenized securities into regular trading systems. This marks a shift from trials to more direct market use, based on the report. In early May, Depository Trust & Clearing Corporation said it would start limited production trades of tokenized securities in July. 

A wider platform launch is planned for October. Nasdaq is also working on a framework for companies to issue blockchain-based shares. A possible launch could come as early as 2027, according to the report details provided. 

Intercontinental Exchange, the owner of the New York Stock Exchange, also has plans for tokenized stocks. Nasdaq has received regulatory approval for certain stocks to be issued and traded in on-chain form.

Stablecoins Add Demand for U.S. Treasury Bonds

Citi said stablecoin growth could create about $1 trillion in new demand for U.S. Treasuries. Stablecoin issuers often back their digital cash with government bonds, so growth may raise bond purchases. The report expects standard stablecoins to grow to a $1.9 trillion market by 2030. 

Digital bank deposits may also work with stablecoins, allowing cash and assets to move together. This setup could allow securities and cash to settle at the same time. It would reduce delays linked to older settlement systems, where trades can take days. U.S. rules are also moving forward. 

On May 14, the Senate Banking Committee advanced the Clarity Act with a 15-9 bipartisan vote after a four-month stall. Citi’s roadmap places tokenized securities inside core financial markets, not only crypto markets. Chainlink and other market data providers may draw attention as tokenized assets need pricing, identity, and settlement data.

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