Some of the world’s most widely held stocks are now on @solana. Securitize Stocks open a new distribution channel for U.S. equities to reach investors who already transact onchain. Our COO @SecuritizeBilly on the launch and the utility still to come.

Today, we’re bringing the ARK Venture Fund (ARKVX) onchain with @ARKInvest and making it available on @ethereum. For the first time, eligible investors can access the tokenized version of ARK’s flagship disruptive innovation fund with a minimum investment of $500.

The scale of tokenized stocks is simply a different ball game when the issuer is involved and SECZ is showing that every day.

Great post from @Observatory13 on the innovation exemption. Give it a read!

Tokenization changes how securities are held and transferred. It should not change what ownership means. Our COO @SecuritizeBilly spoke with @beincrypto about why the official record, and the rights it represents, must stay connected to every token transfer.

This was bound to happen if I were the CEO of a publicly traded company (oh wait!) I would also not want people creating offshore derivatives of our stock that trade all over the place. This is why we tokenized our own stock natively and in the US, in a fully compliant way. Apparently AMC "tokenized stock" was trading at 60X the actual AMC stock price. @CEOAdam has a point, and we need to fix this. Tokenization was meant to improve markets, not make them worse.

Huge! Very happy to see the Commission work to address TA rule modernization.

HINC is now live within @Loopscale's onchain credit markets on @solana. Eligible users can put their HINC holdings to work as collateral to borrow USDG, accessing liquidity while continuing to hold their HINC position.

Securitize 2Q26 Earnings — My quick take The numbers Revenue: $14.4M, down 5% YoY. Tokenization fell 12% to $7.8M despite average AUM up 16%, implies take-rate compression. Asset servicing grew 3% to 6.6M. Headline net loss: $21.7M — but ~$12M of it is noise. Pre-IPO fair-value marks on the option liability, SAFEs, and derivatives, which disappear going forward since those instruments converted at the July 1 close. The real loss: $9.7M from operations (vs. breakeven a year ago) and adjusted EBITDA of -$5.5M (vs. +$1.8M). The deterioration is cost-driven: opex up 56% against declining revenue. Cash burn: ~$7M/quarter, trivial against the balance sheet. Operating metrics Record average tokenized AUM of $4.3B, up 16%, with ~$1B added in the quarter, recovering the prior two quarters' declines. Transaction volume of $5.3B, up 147%. Soft spot: Fund Services AUA down ~20% to 24.3B. Valuation at $5.79 ~$945M market cap on 163.3M basic shares. ~$350M cash, no debt post-merger → ~$595M EV, roughly 4x annualized revenue for the category leader in a market growing 50% YTD. Strategic progress The equities-tokenization stack assembled fast: NYSE listing with their own stock tokenized day one, Computershare/Continental transfer-agent deals, FINRA custody and underwriting approval, Cantor partnership for onchain IPOs, Jump/Jupiter liquidity, and Redfearn as President. The bigger picture take here Despite the bear market, tokenized RWAs have grown ~50% YTD, and the entire market is still only ~$40B. That's extraordinarily small. And this is before the CLARITY Act and, more importantly for both @Securitize and @Bullish, before any innovation exemption, the regulatory unlock that would let tokenized securities actually trade, settle, and be used as collateral at scale rather than sitting in compliant wrappers. These are still the early days of tokenization. What Securitize and a handful of other players are doing right now is groundwork: transfer-agent rails, broker-dealer approvals, custody, underwriting capability, exchange partnerships. None of it monetizes much today, which is exactly what this quarter's P&L shows. But that's the point: the infrastructure has to exist before the assets migrate. It will take time, and quarters like this one will test patience but I don't foresee many more of them. Once the regulatory and market pieces align, the companies that spent the bear market building the regulated stack are the ones positioned to capture the real growth phase and Securitize, as the category leader with $350M of dry powder, is at the front of that line.

Second fund with @BlackRock launched!

BlackRock’s BUIDL is now available on @tempo. The launch gives eligible users a way to hold stablecoin balances and access yield through tokenized fund shares. For companies, customers can move idle balances into yield-bearing instruments without leaving onchain workflows.

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.

Introducing Permissioned Pools on Uniswap v4 A new hook standard that brings permissioned assets to the AMM with compliance checks enforced at the protocol level Built in collaboration with @SuperstateInc, @Securitize, Dowgo, and other leading teams bringing value onchain

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

Billy Miller, COO at Securitize says tokenization has barely started: it's at 1% of the 1% of its addressable market. "We're 30 to 40 billion on any given day. The entire investable market is 300 to 400 trillion. We have a long way to go."

A look back on a historic week at the @NYSE. We're grateful to our team and partners who made it possible.

Rob asked @SecuritizeBilly why @Securitize went public through a SPAC: "The past few years have been mega-IPO territory. Companies stay private as long as humanly possible. Wealth creation happens on the venture and private side." "When they finally debut, valuations are massive, retail upside is limited. Even big flashy crypto IPOs have barely gotten back to their initial offering price." "Securitize is eight years old, regulated, already operating like a public company. Going public is the logical next step, control our own destiny." "$400M raise, tokenized our own equity. That's the playbook for other issuers: take a company public, tokenize the equity, move the tokenization movement forward."

Incredible moment!

The Securitize team rings the @NYSE Closing Bell. That's how you Tokenize the World.