Assay

Is that tokenized asset actually sound?

Assay rates tokenized real-world assets on five transparent pillars — live peg integrity, backing & reserves, issuer & legal standing, liquidity, and redemption rights. Every point is explained. Unverified claims score conservatively.

Sector watch

2026-05-13 — Fake pre-IPO tokens voided by Anthropic and OpenAI

Solana tokens marketed as Anthropic/OpenAI pre-IPO exposure fell ~40% in a session after both companies declared the underlying share transfers void; Anthropic named four platforms. SEC reports pre-IPO crypto fraud up ~40% YoY. A token on a blockchain is not automatically a claim on anything. Verify the issuer, the legal claim, and the reserves.

2026-07-02 — Tokenized stocks failing as DeFi collateral

Industry coverage documented tokenized stocks failing as collateral even when the underlying stock price did not move — peg and redemption behavior, not the stock, was the risk. Peg quality is a live risk dimension independent of the underlying asset.

Ratings

#AssetGradeScorePeg p95 7d (bps)Weekend p95LiquidityIssuer
1 SPYx SP500 xStock B+ 72.5 139.6 134 $2,050,206 xStocks (Backed)
2 QQQx Nasdaq-100 xStock B+ 72.1 153.1 135.5 $2,630,821 xStocks (Backed)
3 TSLAx Tesla xStock B+ 68.1 228.3 76.6 $1,879,450 xStocks (Backed)
4 AAPLx Apple xStock B+ 67.8 127.8 119.9 $54,364 xStocks (Backed)
5 GOOGLx Alphabet xStock B+ 67.3 182 116.4 $276,994 xStocks (Backed)
6 AMZNx Amazon xStock B+ 66.2 202.2 93.1 $231,963 xStocks (Backed)
7 METAx Meta xStock B+ 65.2 194.1 110.2 $110,954 xStocks (Backed)
8 COINx Coinbase xStock B 61.7 248.9 213.4 $660,870 xStocks (Backed)
9 CRCLx Circle xStock B 60.7 358 226.7 $2,879,823 xStocks (Backed)
10 MSFTx Microsoft xStock B 60.3 505.6 121.3 $320,586 xStocks (Backed)
11 NVDAx NVIDIA xStock B 56 xStocks (Backed)
12 MSTRx MicroStrategy xStock B 55.7 344.6 312.1 $647,589 xStocks (Backed)

Peg columns are measured on-chain vs the underlying's last trade every 5 minutes. Full methodology →

Assay publishes methodology-based opinions on the structural soundness of tokenized assets, computed from public data. Nothing here is investment advice, an offer, or a recommendation to buy or sell any asset. Unverified facts are treated conservatively — issuers can submit documentation to complete their record.