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$sLINK - ShareLink
243 subscribers
$sLINK - ShareLink
https://x.com/slinksol/status/2045839831826145662?s=46
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Securitize just hit something that’s flying under the radar.
They're not just the largest tokenized securities platform by AUM. They're the only platform that has simultaneously solved issuance, compliance, cross-chain distribution, and DeFi integration…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2046134056929071461?s=20
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Gold dominates tokenized commodities because the infrastructure already existed. Custody is simple, pricing is transparent, the asset doesn't spoil.
Everything else is harder. And that's why it hasn't been built yet.
Oil tokenization requires custody that…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2046163199234351602?s=20
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The highest yields in sovereign debt aren’t in US Treasuries.
They’re in markets most global capital can’t easily access.
Brazil.
Indonesia.
Nigeria.
These governments issue high yield debt,
but the distribution layer just isn’t there.
It’s not a demand…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2046227692572311919?s=20
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Every new Securitize product gets tracked.
What’s less visible is how the underlying investor base is compounding across all of them.
Across multiple products and chains, every investor goes through the same KYC layer.
That doesn’t just solve compliance.…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2046535332049383855?s=20
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The emerging market RWA distribution problem has two layers.
Access is the first. Getting global capital to assets traditional bond desks ignore. That conversation is starting.
Settlement is the second. Actually moving value in and out without losing yield…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2046588341718503922?s=20
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Crypto native companies are sitting on significant stablecoin treasury positions. Most of it earns nothing.
Tokenized money market funds change that calculation. BUIDL, BENJI, and similar products offer treasury teams a yield bearing alternative that settles…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2046619260227653777?s=20
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Clearstream processes trillions in securities settlement annually.
They are the post trade backbone for a significant portion of European institutional finance.
When a pension fund in Frankfurt holds a bond,
Clearstream is almost certainly somewhere in…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2046899526208733655?s=20
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MI4 combines BUIDL, ACRED, and other institutional products into a single onchain instrument. Treasury exposure, private credit, and alternatives through one allocation.
Previously that required separate legal onboarding, separate compliance, and separate…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2046947315672338924?s=20
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Fee compression is coming to tokenized funds. It's inevitable.
More institutional products launching onchain means management fees compete downward. BlackRock, Franklin Templeton, Ondo, all targeting the same institutional capital with similar underlying…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2046976240259576197?s=20
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Siemens just settled a €300M bond in two hours.
Traditional settlement takes three days. Multiple intermediaries. Manual reconciliation. Capital locked the entire time.
This wasn't a pilot. This wasn't a proof of concept. This was a real financing event…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2047259986120573095?s=20
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Securitize isn't a technology company that touches finance.
It's a registered investment advisor, registered transfer agent, and registered broker dealer.
That distinction determines which institutional mandates can legally use the platform. Pension funds…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2047320264782885248?s=20
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DeFi TVL was capital recycling itself.
Same assets. Deposited. Borrowed. Redeposited. Borrowed again.
The headline number looked large. The actual external capital was a fraction. When sentiment shifted it unwound in weeks, nothing was anchoring it from…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2047624040752275490?s=20
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BlackRock didn't partner with Securitize.
They ran one of the most rigorous vendor selection processes in institutional finance, legal review across multiple jurisdictions, compliance framework assessment, custody integration requirements, audit trail verification…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2047680262335549698?s=20
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RWA liquidity doesn't behave like crypto liquidity.
People keep modeling it the same way, same inflow curves, same exit velocity, same correlation assumptions. It's not the same asset class.
Crypto liquidity is reflexive. Price goes up, capital rushes in…
$sLINK - ShareLink
https://x.com/SLINKsol/status/2047717019886264444?s=20
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Securitize isn't publicly tradeable.
That's the gap every allocator runs into when trying to express a view on RWA infrastructure.
The issuer BlackRock chose, the one sitting underneath Apollo's ACRED, the transfer agent layer for tokenized equities, none…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2047995772227006662?s=20
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Securitize charges basis points on AUM to administer tokenized assets.
At $4B that's one revenue number.
At $100B, a level multiple forecasts suggest within a few years, the same compliance stack, same legal frameworks, same systems generate 25x the fee…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2048335095556173832?s=20
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The RWA market is $30B by one measure.
$300B+ by another.
Both numbers are technically correct.
Neither is wrong.
They're just measuring different things with no agreed standard between them.
Represented vs distributed. Wallets vs verified investors.…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2048384647667531881?s=20
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The CLARITY Act is being framed as a crypto bill.
It's actually a tokenized securities bill in disguise.
It splits digital assets into three categories, digital commodities, investment contract assets, and permitted payment stablecoins. That classification…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2048423248220537054?s=20
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Most tokens launching this cycle aren't fair.
VCs get private rounds at a fraction of public price.
Teams allocate themselves 15-25% with cliffs that look long until you realize the unlock starts before product traction does. KOLs get rounds nobody talks…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2048723924486144444?s=20
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Traditional dividend distribution takes days.
Record date. Ex-dividend date. Payment date. Custodians, transfer agents, clearing houses, brokerages, all touching the transaction before a shareholder sees anything.
Tokenized equities can do it in seconds.…
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$sLINK - ShareLink
https://x.com/SLINKsol/status/2048766275447296137?s=20
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Securitize runs the infrastructure underneath BlackRock, Apollo, Hamilton Lane and KKR's tokenized products.
$4B TVL. 16 products. 11 chains. Clearstream integration. Registered investment advisor, transfer agent, and broker-dealer simultaneously.
It's…