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benzinga Corporate Catalyst Impact 65/100 ● positive

Nvidia, Apple Drive Demand for Coinbase-Issued Tokenized Stocks— Brian Armstrong Notes 'Good Traction So Far'

Sep 22, 2026, 5:53 AM UTC · Primary ticker $COIN

Coinbase CEO Brian Armstrong reports significant early traction for its tokenized U.S. stocks, with a 9,697% increase in holders in one month, primarily driven by tokenized versions of NVIDIA, Apple, and Tesla. This initiative, launched for non-U.S. users, allows these digital tokens to be used as collateral for on-chain loans and benefits from a recent SEC temporary regulatory pathway for tokenized stocks.

Coinbase is reporting strong early adoption of its tokenized stock offering, particularly for NVIDIA, Apple, and Tesla. This matters because it validates Coinbase's strategy to bridge traditional finance with blockchain technology, potentially opening new revenue streams and expanding its user base beyond traditional crypto trading. The SEC's recent temporary regulatory pathway provides a crucial tailwind, reducing regulatory uncertainty for this nascent market. For traders, this represents a long-term opportunity for COIN as it diversifies its offerings and taps into the growing tokenization trend, while also highlighting the potential for increased liquidity and utility for underlying assets like NVDA and AAPL through blockchain rails. The ability to use these tokens as collateral on platforms like Aave could also boost DeFi activity.

$COIN positive Successful early adoption of tokenized stock offering
$NVDA neutral Underlying asset for popular tokenized stock
$AAPL neutral Underlying asset for popular tokenized stock
$TSLA neutral Underlying asset for popular tokenized stock
$AAVE positive Potential for increased collateral usage on its platform
Source: benzinga
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Not financial advice. AI-generated analysis for informational purposes only.