♡ Blockchain ♡

投資、Blockchain、暗号通貨、RWA、STOやメタバースに興味があります。特にSecuritize、tZERO、Republic、EUL、CRETAの情報を追っていきます♪

[Securitize @Securitize]

We’re proud to partner with @Uniswap on Permissioned Pools.

This new standard gives regulated assets access to AMM liquidity while preserving issuer-defined controls.

Tokenize the World.

[Securitize @Securitize]

Productive collateral is replacing idle cash.

Stablecoin reserves on derivatives exchanges are down 11% from their December peak. Tokenized Treasuries are up 88% since late 2025, with growing use as off-exchange collateral.

BUIDL is leading the shift.

[Bankless @Bankless]

NEW EPISODE - @Securitize Just Went Public. Are We Still Tokenizing the World?

Securitize has gone public, raised $400M, and tokenized its own stock.

@carlosdomingo joins @TrustlessState for a conversation on:

• Real shares vs synthetic tokenized stocks
• Native onchain equities and 24/7 markets
• Tokenization’s demand bottleneck
• Spot markets, perps, and deeper liquidity
• The path from $35B to $1T in tokenized assets

---
TIMESTAMPS

0:00 Going Public
4:50 Demand Bottleneck
10:19 Real vs Synthetic
17:31 Liquidity Wins
23:43 First Movers
29:24 Trading $SECZ
39:47 Spot and Perps
43:01 The $1T Goal

[♡ Blockchain ♡ @Andro4433]

@imawoikiru77 Just like Dogecoin has lost its juice, it’s way too late once everyone’s already talking about it, right? 😉🚀　#SECZ #Securitize #meme #MEMEcoin

[ナポレオン @imawoikiru77]

Once the Clarity Act passes, crypto will step into the spotlight, and the resulting surplus capital will flow straight into #Memecoin.
When RWA (Real-World Assets) gains traction, #Securitize will command the center of attention.

[Top Tick @TopTickResearch]

$SECZ - ARK Blockchain & Fintech Innovation ETF $ARKF (one of Cathie Wood’s funds) after buying over 450k SECZ shares last week, ARFK bought another 83K shares of @Securitize yesterday - The position is now well over 500k shares in the fund.

[♡ Blockchain ♡ @Andro4433]

❖ Micro Market Cap: Just ~$3.3K MC — pure 100x-1000x potential.
❖ Wall Street meets Meme Culture.
Don't wait for the crowd to wake up. Load your bags before this skyrockets! 🌕
📍 CA:
2zwB9CMiJRaFjKpprsk3rJ6i9LDN1wrBurZne5Nypump
#SECZ #memecoin1000x #Memecoin

[♡ Blockchain ♡ @Andro4433]

🚀 $SECZ on Solana — Wall Street’s Biggest RWA Narrative Hits https://t.co/j897wBXGvP! 💼🔥

Powered by the unstoppable hype of Securitize & BlackRock (The Undisputed King of RWA)! 💎

❖ ULTRA-EARLY STAGE: Only 35 Holders! You are literally First! 🤫👀
#SECZ #Memecoin

[Securitize @Securitize]

Securitize is now officially a public company, listed on the @NYSE under the ticker SECZ.

Our focus is unchanged: building the regulated infrastructure for the next generation of capital markets.

To everyone who helped us get here, thank you.

Tokenize the World.

[Solana @solana]

BREAKING: Securitize is bringing its own stock onchain on Solana.

The same $SECZ common stock listing on the NYSE. Issuer-sponsored, tokenized, available globally and to eligible US investors on day one. Live only on Solana.

[Four Pillars @FourPillarsFP]

: : Securitize, Inc. (SECZ) — Initiating Coverage
Written by @ponyo_fp

- We initiate coverage of @Securitize Corp. with an Outperform (Speculative) rating and a price target of $14.50, the probability-weighted intrinsic value of our scenario DCFs, approximately 96% above the $7.41 close of July 8, 2026. The target weights bear, base, and bull intrinsic values of $3.93, $13.04, and $28.16 at 25/50/25. The catalysts that force price discovery are the Q2 2026 print and the first equity-tokenization revenue. The shares have fallen approximately 40% since the July 2 debut on no company-specific news, a move we and press coverage attribute to post-SPAC investor rotation through a thin float. At $7.41 the market pays 0.51x our weighted value and 0.57x our base-case DCF value, with the equity-tokenization option priced at zero. Prices are as of the July 8 close; the stock has since held near that level, closing July 21 at $7.54.

- Tokenized real-world assets reached $31.93B as of June 2026, up 164% year-over-year, with US Treasury products at $14.80B (46.4% of the market) (https://t.co/ayXvVBB5X2, July 3, 2026). The market grew 46% in the first half of 2026 alone. Regulatory prerequisites that blocked institutional adoption (stablecoin legislation, broker-dealer custody, exchange rulemaking, and EU settlement licensing) were each addressed between July 2025 and May 2026.

- Revenue quality, not topline growth, is the center of our analysis. Securitize’s tokenization revenue was flat year-over-year ($11.3M in Q1 2025 versus $11.1M in Q1 2026, down 1%), with full-year 2025 implying a lumpy intra-year path, while platform AUM traveled from $2.9B to a $4.6B peak and back to $3.4B. FY2025’s 234% revenue growth was driven by acquired fund administration and by one-time, partly token-denominated integration fees, not by an AUM royalty. We model the business as four distinct revenue streams. The decomposition drives our estimates below management’s September 2025 targets.

- Q1 2026 results ($19.5M revenue, +39% year-over-year; adjusted EBITDA $0.8M) mark the trough of the recent crypto drawdown rather than the forward run-rate, but the recovery case must be argued from catalysts, not extrapolation. Tokenized AUM was $3.4B at March 31, 2026 and recovered above $4.0B by April (company disclosures). Our FY2026E base case of $92M sits below the $110M management estimate that the issuer itself walked back in the definitive proxy.

- We view the competitive moat as real and specific. Securitize is the only company licensed to operate regulated digital-securities infrastructure in both the US and the EU. The stack comprises an SEC transfer agent, a FINRA broker-dealer with an ATS, the first FINRA custody and atomic-settlement approval (May 4, 2026), fund administration, a CNMV Investment Firm authorization, and an EU DLT Pilot Regime Trading and Settlement System license granted November 26, 2025. Assembling the stack took nine years. The licenses are reinforced by a technical layer that regulation cannot commoditize. The proprietary DS Protocol compliance framework and the shared Securitize iD investor registry sit inside every token on the platform, so migrating an issuer means redeploying contracts on every chain and re-verifying every investor. In our view the open question is not replication but disintermediation and fee capture, which we address in Section IX.

- The intrinsic ladder defines the risk-reward. Downside to our bear-case value of $3.93 is 47%; upside to our base-case value of $13.04 is 76%; the bull case is worth $28.16. The bear assumes growth slows to the recurring engine’s pace (a 31% revenue CAGR) valued at a punitive 17% discount rate; the base requires execution of a 60% revenue CAGR built on contracted but largely unconverted channels; the bull requires the Computershare and NYSE equity-tokenization infrastructure (signed and rule-approved) to convert at scale from 2027. The July 8 close is consistent with a roughly 60% probability on the bear path and none on the bull. A cash floor of approximately $1.92 per share, 26% of the July 8 close, bounds but does not eliminate downside.

Full Report:
https://t.co/ddIYB62xgj

[Diego @diegoxyz]

Cathie Wood is Buying $SECZ

ARK is Cathie Wood's asset manager and one of the most followed active funds on the planet.

And it looks like they are taking advantage of the low $SECZ valuation:

> Jul 13: ARKF buys 340,300 shares
> Jul 14: another 113,270 shares
>Jul 20: another 83,233 shares

Result? $SECZ closed +13.9% yesterday at $7.54.

Today's official ARKF holdings file shows 553,468 shares.
That is 0.55% of the fund, ~$4.2M.

But this is not the whole story...

They also invested in @Securitize in October 2025, pre-listing, and rolled their stake into the SPAC.

This means these new buys are ARK adding to an existing position, not opening one.

Let's see if $SECZ can stabilize around $7.50 in the next few days

Tokenize everything!

[Ponyo @ponyo_fp]

Tonight i published my full report on @Securitize. As far as i know, it's the first comprehensive one anyone has written on the company. If you hold $SECZ or are thinking about it, i think you'll find it useful!

some of what's inside:
- what tokenization actually is, where the market stands today, and the current US/EU regulatory environment around it
- the competitive map (platform and product players, how they charge, and where Securitize sits among them)
- how the company makes money (a breakdown of its revenue streams and what drives each of them)
• Financials (quarterly performance since 2025, management guidance, and the margin outlook)
• 2026 catalyst calendar (Computershare, NYSE tokenized trading, EU TSS, and the timeline for each)

[NYSE 🏛 @NYSE]

The next chapter of @Securitize on Wall St 🏛️ (NYSE: SECZ)

[Securitize @Securitize]

The tokenization conversation has reached the execution stage.

Financial institutions want to trade, launch new products, and explore IPOs onchain.

Securitize President @Observatory13 on how institutional demand has changed over the past five years.

[♡ Blockchain ♡ @Andro4433]

❖ Micro Market Cap: Just ~$3.3K MC — pure 100x-1000x potential.
❖ Wall Street meets Meme Culture.
Don't wait for the crowd to wake up. Load your bags before this skyrockets! 🌕
📍 CA:
2zwB9CMiJRaFjKpprsk3rJ6i9LDN1wrBurZne5Nypump
#memecoin #SECZ #Securitize #Memetoken

[♡ Blockchain ♡ @Andro4433]

🚀 $SECZ on Solana — The Real RWA Meme Giant is Here! 💼🔥
Back|ed by the narrative of Securitize & BlackRock (the king of RWA), this gem just dropped on https://t.co/j897wBXGvP! 💎
❖ Ultra-Early Stage: Only 34 holders right now! 🤫

[♡ Blockchain ♡ @Andro4433]

@coinbase ❖ Micro Market Cap: Just ~$3.3K MC — pure 100x-1000x potential.
❖ Wall Street meets Meme Culture.
Don't wait for the crowd to wake up. Load your bags before this skyrockets! 🌕
📍 CA:
2zwB9CMiJRaFjKpprsk3rJ6i9LDN1wrBurZne5Nypump

[♡ Blockchain ♡ @Andro4433]

@coinbase 🚀 $SECZ on Solana — The Real RWA Meme Giant is Here! 💼🔥
Back|ed by the narrative of Securitize & BlackRock (the king of RWA), this gem just dropped on https://t.co/j897wBXGvP! 💎
❖ Ultra-Early Stage: Only 34 holders right now! 🤫

[♡ Blockchain ♡ @Andro4433]

@Securitize @NYSE https://t.co/JoKuPUkoTj

[etherscan.eth @etherscan]

https://t.co/gx83YrvDcC