Proud to share my research on Securitize, Inc. $CEPT ➔ $SECZ post de-spac: Powering The Future Of Tokenized Financial Markets - Why This Tokenization Pure-Play is My Most Exciting Stock To Own for 2026 - https://t.co/uGXJyKGx6L
A new report from @Citi projects the tokenization market to reach $2.7 trillion to $8.2 trillion by 2030.
91% of that projected market is driven by tokenized stocks and bonds.
Even the bear case is bullish.
@stevenplace $ICE (the NYSE) actually partnered with $CEPT @Securitize for tokenized stocks recently. That's a name worth researching imo, if you believe in regulated tokenized assets.
My take: this is extremely bullish for the @Securitize $CEPT model. Issuer-sponsored native tokens are the direction Securitize / Computershare (and $BLSH / Equiniti) are building toward — real onchain equities with transfer-agent-grade infrastructure, full compliance, shareholder rights, and atomic settlement. No synthetics, no fragmented liquidity. If DC converges here, it could accelerate the RWA flywheel imo. 🚀
I’ve spent time in DC over the past three weeks and there is a growing consensus that Issuer-sponsored Native Tokens are the only responsible way forward and the synthetic tokens we’re hearing about would cause confusion and fragmented liquidity. This is great news for those who want to see the global securities market move to blockchain technology.
$CEPT - Tokenization is the next trillion dollar industry. 100x growth by 2030.👇
@Securitize is the world's leading tokenization platform and the pure play stock on this theme, imo.
Some of the biggest names in finance are converging on the same idea: tokenization is the next trillion dollar industry.
A number of major forecasts are implying 100x growth from today’s $34 billion market.
The future is bright for tokenization.
@CoinDesk $ICE recently partnered with $CEPT @Securitize for tokenized securities markets - I wrote about it here, if interested - Why the @NYSE–Securitize Partnership Changes Everything for $CEPT➡️ $SECZ 👇👉https://t.co/NG1ZthFQ1T
@Elgueroculero $CEPT - This is a joke (and don't buy stocks on memes), but I love this movie scene and is what is going through my head for not buying more at $11. NFA
@cmpndr@Securitize@carlosdomingo Thanks for subscribing!
Almost all of my $CEPT content is free as well — I just give it to paid subscribers a bit earlier. All my articles are first published on Substack (for both paid and free subscribers) before I post them on X.
@cmpndr@Securitize@carlosdomingo I mean I own a bunch of stuff (but most of it is more boring stuff that's high quality longer term slow burner types...) nothing like $CEPT. If I do have something new I will first post it on my Substack - link is in my profile page.
@cmpndr Should be final soon... several revisions done with SEC. @Securitize CEO @carlosdomingo said we were close in a recent podcast... $CEPT ➡️ $SECZ by around the end of June, maybe?🤞
$ICE recently partnered with $CEPT @Securitize for tokenized securities markets - I wrote about it here, if interested - Why the @NYSE–Securitize Partnership Changes Everything for $CEPT ➡️ $SECZ 👇👉https://t.co/NG1ZthFQ1T
🔥 BIG: ICE has applied to the SEC to tokenize stocks, says CEO Jeffrey Sprecher.
“As we move to 24/7, 365 trading... the capital is gonna move on the internet.”
@RwaLlama $ICE valuation has come way off... they seem more forward thinking than they get credit for imo. Partnered with @Securitize and @okx. Invested in OKX and @Polymarket etc... just food for thought that this may not be the stodgy old @NYSE people think it is...
In the last few months $CEPT @Securitize has further taken the lead in the future of tokenized equities with partnerships with multiple category leaders including @NYSE@Computershare@jump_@JupiterExchange. More in the tweet below👇
$CEPT @Securitize recently partnered with Jump Trading and Jupiter, adding both institutional liquidity infrastructure and crypto-native distribution rails.
☑️ These are not marginal ecosystem players—@jump_ is a top-tier global liquidity provider, and @JupiterExchange is a dominant trading and distribution layer in @solana, signaling meaningful institutional + ecosystem validation.
☑️ The partnership directly addresses a core constraint in tokenization: the lack of deep, efficient secondary markets.
☑️ Securitize continues expanding beyond issuance into a more complete onchain capital markets stack.
🎯 For $CEPT / future $SECZ investors, the key shift is that Securitize’s moat is increasingly looking like integrated financial infrastructure rather than just token issuance. That’s a meaningfully larger and more defensible long-term model.