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SECZ

AI-powered news analysis from 85+ sources

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7

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meme5h agomeme

Ondo. Securitize. Hamilton Lane. Brevan Howard. KAIO. Tokenization runs on Sei. Sei is the blockchain for trading. Retweeted by @SeiNetwork from @SeiNetwork

35/100·CLong

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meme10/24meme

@ChrisOtt It’s no longer hype, it’s a reality. 🤝 Reply to @ChrisOtt: Looking at distributed RWA value per platform, Securitize is currently leading with $4.3 billion. Ondo is second with $4.0 billion. Overall distributed asset value is at "just" $39 billion at the moment, up from $26 billion exactly a year ago.

62/100·B+Long

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meme10/23meme

Apple, Nvidia, Tesla and nine more of the most widely held U.S. stocks are live on Securitize Stocks, each backed 1:1 by an underlying share, never lent out. Eligible investors in the U.S., the EU and other permitted jurisdictions can trade them on @solana. Tokenize the World. Retweeted by @solana from @Securitize

72/100·B+Long+6

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meme10/23meme

@scottmelker That distinction matters. Infrastructure for existing market participants and open access for investors are two different products, and both will probably coexist for a while. Reply to @scottmelker: DTCC's customers are the brokers and banks that trade there, not investors Securitize CEO Carlos Domingo says DTCC's tokenization serves its own ecosystem, and open, permissionless blockchains are how you win "I think it's interesting from the perspective of they're putting the word out there, tokenization. They're forcing all these traditional companies to think about wallets and things like that." "This solves efficiency problems and post-trade problems within the DTCC ecosystem, which is very different than, let's put this outside in an open, permissionless blockchain." "In the history of technology, open, permissionless environments where anybody can innovate and anybody can provide new applications has always prevailed. Because that's where innovation happens." "I want to put my tokenized stocks on Solana or Ethereum or Avalanche or whatever, and let people build stuff around it. They don't have to come to me to do it. And that's how you win."

25/100·CNeutral+2

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meme10/23meme

Three Korean securities firms have signed with @Optimism since July: DB, KB, and now Meritz. Each came in through a different door: → DB: a regional STO platform with Jeju → KB: tokenized MMFs alongside Securitize → Meritz: issuing, settling and distributing tokenized Korean securities Korean brokerages are no longer asking whether to go onchain. They're asking which part of the value chain to own. Meritz and Optimism first met at a private dinner we hosted on July 21. Three months later to the day, an MOU. Glad to have been in the room 🇰🇷 Retweeted by @Optimism from @youbin_kang

72/100·B+Long+1

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meme10/20meme

Pete Christiansen explains why @Citi downgraded Securitize to neutral: “We do believe that tokenization is going to proliferate among equities, bonds, what have you, but how much are they gonna get paid for it is a big question.”

25/100·CNeutral

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news10/20news

IS TOKENIZATION ABOUT TO ENTER ITS COLLATERAL ERA?

@Citi Research put out a report on @Aave yesterday stating that collateral mobility "may ultimately prove to be one of tokenization's most important use cases"

For those who listen to @_TalkingTokens - this may sound familiar as our guests have said:
- @carlosdomingo of @Securitize called the collateral use case "potentially a huge one"
- @jillfriedman of @symbioticfi told me tokenized assets have to be as usable "as collateral in lending markets"
- @GregoryLBell of @hashgraph said "the value proposition in many ways is collateral mobility"
- @YuvalRooz of @CantonNetwork said "collateral management will probably be the first thing that scales"

...Time will tell!

62/100·B+Long+2

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meme10/20meme

quote: RT @RWAFoundation_: Some of the largest builders behind @solana's RWA growth: @Securitize $1.10B @BlackRock $871.5M @CtrlAltCo $704.8M @ci… | https://x.com/i/article/2112504395053056000

62/100·B+Long

n

news10/19news

@Citi’s Pete Christiansen makes the bull case for crypto equities ahead of Q3 earnings: upgrades for Galaxy and Gemini, a Securitize downgrade, and @circle as his top pick at $243. @gbartsmith of Avalanche Treasury Co. shares why he sees Wall Street’s tokenization wave landing on @avax. Watch CoinDesk’s Public Keys at the @NYSE with @JennSanasie. Chapters/Timecodes: 00:00 Welcome to Public Keys 00:21 Citi Turns Bullish on Crypto Equities 00:45 Citi's Pete Christiansen on the Infrastructure Trade 02:23 Why Citi Downgraded Securitize 03:47 What to Watch: NYSE, Nasdaq and DTCC Tokenized Trading 05:00 Collateral Mobility, Tokenization's Real Use Case 05:57 Strategy and the MSCI Index-Exclusion Threat 07:50 Citi's Bull, Bear and Base Case for MSTR 08:59 Bitcoin and Ether ETF Outflows Meet the Macro Backdrop 10:27 Why Circle Is Citi's Top Pick, $243 Target 13:36 Avalanche Treasury's Bart Smith Joins 13:43 The Bull, Bear and Base Case for Avalanche 15:18 How Avalanche Differentiates: Custom L1s 16:16 Why AVAT Over Spot AVAX or an ETF 19:32 The Tokenization-ETF Parallel 20:54 Tokenization Is Crypto Minus the Baggage 22:16 Why Bitcoin Is Now Digital Gold(Historical earnings: For 2026Q1 (period ended 2026-03-31), Strategy reported basic and diluted EPS of -38.25 and net loss of USD 12.543 billion. In the prior-year 2025Q1 (period ended 2025-03-31), basic and diluted EPS were -16.49 and net loss was USD 4.217 billion. For full-year 2025 (period ended 2025-12-31), basic and diluted EPS were -15.23 and net loss was USD 3.848 billion, versus full-year 2024 basic and diluted EPS of -6.06 and net loss of USD 1.167 billion. Consensus expectations: For 2026Q3 (event date 2026-10-29), consensus EPS estimate is 14.0768 and revenue estimate is USD 0.129 billion. For 2026Q4 (event date 2027-02-03), consensus EPS estimate is 12.8121 and revenue estimate is USD 0.127 billion.)

72/100·B+Long+13