Robinhood VP Flags Rising Overseas Demand for U.S. Equities via Tokenization

At Consensus 2026 in Miami, Robinhood senior VP Johann Kerbrat highlighted surging overseas demand for U.S. equities—especially AI-linked names—fueled by tokenization, 24/7 trading, and instant settlement. The firm has rolled out derivative-based tokenized stocks in Europe and plans to expand to private equity and restricted assets, potentially shifting investors from country-specific to global portfolios. Reports note improving U.S. regulatory engagement and features like lending and collateralization boosting adoption. This signals increased international flows, enhancing liquidity and demand for S&P 500 constituents.