For years, investors have had to choose: either you are in the world of traditional capital markets or you are diving into the cryptocurrency ocean. Today this division no longer makes sense. Thanks to tokenized shares available, among others, through the xStocks platform on the Kraken exchange, you can combine exposure to AI companies with cryptocurrency positions, operating from one wallet, on one platform, 24 hours a day.
Why a hybrid wallet at all?
Before we get into specifics, it’s worth asking an honest question: why mix crypto with AI stocks at all? The answer is in the data.
Bitcoin has returned approximately 362% over the last 5 years, while Nvidia has returned over 900% – making it a better choice in the 2023-2025 AI supercycle window. Meanwhile, Bitcoin’s 12-month Sharpe Ratio is 2.42, compared to 1.05 for Nvidia, which means that Bitcoin provided more return per unit of risk.
xStocks – when Wall Street hits blockchain
Since launch in June 2025, xStocks has exceeded USD 25 billion in total transaction volume, setting a benchmark for liquidity, transparency and scalable infrastructure in the tokenized equities segment.
The platform launched with 60 tokenized instruments and today offers 100 companies and ETFs, with ambitions reaching over 500 items by the end of 2026.
How does it work technically? Each xStock is backed 1:1 by actual company shares and issued as an SPL token on the blockchain. You can invest from as little as USD 1, without having to buy the entire share, and trading takes place 24 hours a day, 5 days a week,
Importantly, and this is a detail that is often missed: owning xStocks does not mean direct ownership of shares or shareholder rights, but the token balance grows in proportion to the dividends paid.
Who is not eligible for this offer?
Which AI stocks are available through xStocks?
This is a question every investor interested in artificial intelligence asks themselves. And here xStocks does not disappoint.
Available instruments include tokenized versions of shares of Nvidia (NVDAx), Apple (AAPLx), Tesla (TSLAx), Alphabet/Google (GOOGLx) and other leading companies – as well as exposure to the S&P 500 and Nasdaq 100 indices.
This is not a random set of tissues. These are the companies that dominate the AI race:
Nvidia (NVDAx) – the absolute hegemon of AI infrastructure. The transition to the Blackwell architecture proved to be a game changer, and Nvidia still controls key infrastructure of the AI era. If AI is the new industrial era, Nvidia delivers the machines.
Microsoft (MSFTx) – the company’s market valuation is around USD 2.76 trillion, and Copilot’s integration in the entire enterprise ecosystem makes it a stable pillar of the portfolio. Less adrenaline than Nvidia, but more predictable growth.
Alphabet/Google (GOOGLx) – after years of being perceived as a laggard, Alphabet has rebuilt its position as an AI leader thanks to strong product launches and dynamic development in the area of video AI and spatial content generation.
Spending on AI infrastructure is expected to reach an estimated $571 billion in 2026 – and Nvidia, Broadcom and Vertiv are sitting at the center of this historic buildout.
New: exposure to private AI companies – SpaceX, OpenAI, Anthropic
Traditionally, access to late-stage growth companies has been reserved for institutional investors and high-net-worth individuals, often requiring large capital commitments and long lock-in periods. VCX tokenization removes these barriers in one move.
Perpetual futures on tokenized shares – leverage in the new world
If you think that xStocks is just “buy and hold” – you are wrong. Kraken has launched the world’s first regulated perpetual futures contracts for tokenized stocks, offering eligible non-US clients in over 110 countries up to 20x leverage on exposure, including: on the S&P 500, Nasdaq 100, gold and individual companies 24 hours a day, seven days a week.
Sound familiar? Because it’s exactly the same model that cryptotraders have known for years, only now it applies to Nvidia and Google. This tool enables short positions, event-driven strategies and carry trades on traditional capital market instruments – with crypto-native settlement mechanics.
How to build a hybrid wallet? A practical approach
Theory is one thing. Time for specifics. There is no one right formula for a hybrid portfolio, but we can distinguish three approaches depending on the investor’s profile.
Profile 1: Conservative (low risk, long horizon)
The basis here is stability. Crypto makes up a smaller portion – it acts as an asymmetric growth asset.
- 50% – xStocks on blue-chip AI: Microsoft (MSFTx), Alphabet (GOOGLx), Amazon
- 20% – Technology ETFs (e.g. QQQx, SPYx)
- 20% – Bitcoin (BTC) as digital gold
- 10% – Ethereum (ETH) or stablecoins as a liquidity buffer
Profile 2: Sustainable (moderate risk)
Here we balance between growth and risk control:
- 30% – xStocks of AI companies: Nvidia (NVDAx), Microsoft (MSFTx), Alphabet (GOOGLx)
- 10% – VCXx (exposure to OpenAI, SpaceX, Databricks)
- 25% – Bitcoin
- 15% – Ethereum
- 10% – Solana (SOL) – the infrastructure on which the entire xStocks ecosystem runs
- 10% – stablecoins (opportunity readiness)
Profile 3: Aggressive (high risk, shorter horizon)
For those who accept volatility in exchange for potentially higher rates of return:
- 25% – Nvidia (NVDAx) with optional leverage via perpetual futures
- 15% – VCXx
- 30% – Bitcoin and Ethereum
- 15% – infrastructure altcoins (SOL, AVAX)
- 15% – aggressive tactical positions based on market events (quarterly results, chip launches)
Risks you can’t ignore
An honest article does not avoid difficult topics. The hybrid wallet has specific disadvantages.
xStocks and property rights. Owning tokenized shares is not the same as owning shares in a brokerage account. You have no voting rights and tokens are issued by a third party (Backed Assets). This is a counterparty risk that needs to be understood.
Geographic availability. Regulations change quickly. What is available in Poland today may require additional verification tomorrow or be limited by national or European regulations (MiCA and its subsequent iterations).
Fluidity in extreme conditions. Most AI tokens have a daily volume of less than USD 50 million – in conditions of market stress, the spread can widen significantly.
Why does this make sense now?
Not because it’s fashionable. Because the infrastructure has finally matured.
At the same time, we have something that traditional markets have never offered: the ability to buy a fractional share of Nvidia stock at 2:00 a.m., withdraw it to your own on-chain wallet, and use it as collateral in the DeFi protocol – all in one coherent ecosystem.
New tools require a new strategy
The crypto + AI stocks hybrid portfolio is not a temporary trend. This is a response to a fundamental change in the structure of financial markets. Tokenization of shares by platforms such as xStocks on Kraken removes geographical barriers, lowers the entry threshold and integrates two previously separate worlds into one coherent whole.
However, this does not mean that you can invest mindlessly. Correlations are growing, counterparty risk exists, and regulations are a variable that no one controls 100%.
But if you understand the rules of the game and build your portfolio consciously – combining exposure to companies building AI infrastructure with cryptoassets that have their own growth logic – you have a tool in your hands that previous generations of investors simply did not have.
And this is an advantage worth using.
The article is for information purposes only and does not constitute investment advice. Investing in cryptocurrencies and tokenized financial instruments involves a high risk of loss of capital.
