The best values to make the tokenization supercycle profitable

Recent developments in the tokenization boom have been propelled by the official approval from the US Securities and Exchange Commission (SEC). This has sparked investor interest in companies most exposed to the tokenization trend, which is seen as a major potential segment in blockchain technology. The SEC's surprise exemption enabling the trading of tokenized stocks for five years, following the Senate's rejection of a crypto regulation bill, has further fueled speculation.

This favorable stance by the SEC has led to a significant rally in the prices of crypto stocks, with some increasing by up to 30% within 24 hours. Not only the crypto market but also traditional markets have shown enthusiasm for companies well-positioned to benefit from the tokenization of assets. Analysts from Bernstein, a leading investment research firm, have identified several companies as the best proxies of tokenization, including Robinhood Markets, Coinbase, Circle, and Securitize.

Investors have taken notice of Robinhood Markets' ability to capitalize on the tokenization boom, with its shares jumping 12% in the last week following the SEC's green light. Similarly, Coinbase's stock has risen 13% in the past week, with 25 out of 39 firms covering the stock recommending a buy. Circle's crypto stablecoin, USDC, has also seen a significant rally, with its shares up 8% in the last week following the SEC's positive announcement.

However, Figure, a U.S. company offering blockchain-based products and solutions, has seen a more subdued reaction, with a 3% increase in the past week. Despite this, analysts remain optimistic about Figure's potential in the long run.