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 QQQx Nasdaq-100 xStock A 76.4 92.9 77.3 $2,169,274 xStocks (Backed)
2 MSFTx Microsoft xStock B+ 73.7 85 55.5 $307,970 xStocks (Backed)
3 GOOGLx Alphabet xStock B+ 73.4 95.1 96 $366,089 xStocks (Backed)
4 AAPLx Apple xStock B+ 73.2 98.6 61 $361,786 xStocks (Backed)
5 TSLAx Tesla xStock B+ 73 135.8 126.8 $2,098,700 xStocks (Backed)
6 SPYx SP500 xStock B+ 72.2 143.2 176.1 $4,231,664 xStocks (Backed)
7 NVDAx NVIDIA xStock B+ 72.1 143.1 142 $2,129,936 xStocks (Backed)
8 AMZNx Amazon xStock B+ 71.4 111 111.4 $239,063 xStocks (Backed)
9 COINx Coinbase xStock B+ 70.8 150.2 129.8 $966,166 xStocks (Backed)
10 CRCLx Circle xStock B+ 69.9 183.2 140.1 $2,210,618 xStocks (Backed)
11 METAx Meta xStock B+ 68.2 165.4 86.3 $196,802 xStocks (Backed)
12 MSTRx MicroStrategy xStock B 60.5 268.1 221.4 $711,191 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.