Securitize 首席执行官卡洛斯·多明戈 (Carlos Domingo) 在接受 CoinDesk 采访时表示，Securitize 计划收购互补业务，而不是竞争对手，以建立更广泛的机构代币化服务一站式商店。
该公司的目标是部署其在首次公开募股之前筹集的 4 亿美元资金，并与 Cantor 支持的 SPAC 合并。
Domingo 表示，作为最大的代币化基础设施提供商之一，Securitize 将代币化股票和 ETF 视为主要的增长机会，并认为即使是 140 万亿美元的全球股票市场中的一小部分转移到链上也可以创造一个数万亿美元的市场。
Securitize (SECZ) 首席执行官卡洛斯·多明戈 (Carlos Domingo) 在接受 CoinDesk 采访时表示，Securitize (SECZ) 计划在公开上市后利用其新近增强的资产负债表进行收购，以扩大其代币化业务。
“我们要考虑的事情之一就是收购，因为我们显然不需要 4 亿美元来运营公司，”多明戈说。 “我们将拥有非常强劲的资产负债表。”
该公司在完成 SPAC 与 Cantor Equity Partners II 的合并后于周四在纽约证券交易所开始交易，筹集了超过 4 亿美元，并保留了 SPAC 信托约 70% 的股份，为其下一阶段的增长提供了新的资本。
Securitize 已成为代币化市场最大的基础设施提供商之一，帮助资产管理公司在区块链轨道上发行传统证券。该公司成立于2017年，提供代币化证券的发行、转让代理和基金管理服务，客户包括贝莱德、阿波罗、KKR、Hamilton Lane和VanEck。
据 RWA.xyz 称，该公司已发行约 44 亿美元的代币化资产，包括贝莱德 22 亿美元的代币化美国国债货币市场基金 BUIDL 和近 3 亿美元的代币化 Securitize 股票，使其成为最大的代币化资产发行人。
多明戈表示，该公司对收购竞争对手不感兴趣。 “他们不会给我带来任何我没有技术的东西。”
相反，多明戈表示，Securitize 正在寻找补充其机构代币化产品的业务，旨在为客户建立更广泛的“一站式商店”。
“我们将研究与代币化相关的事物，无论是我们现有的代币化领域的客户，”他说。
公共市场的代币化
随着银行、资产管理公司和交易所采用基于区块链的金融基础设施，更广泛的代币化市场迅速增长。 RWA.xyz 数据显示，代币化的现实世界资产现已超过 320 亿美元。花旗预计，到 2030 年，代币化证券市场可能增长到 5.5 万亿美元，而波士顿咨询集团和 Ripple 预计，到 2033 年，该行业的规模可能达到 18.9 万亿美元。
现在，这种势头的大部分正在从代币化的国库基金转向公开市场。
今年早些时候，纽约证券交易所母公司洲际交易所（ICE）与 Securitize 合作开发代币化股票的基础设施。该公司还与转让代理 Computershare 和 Continental 合作，使上市公司能够直接在区块链轨道上发行股票。
在其他地方，纳斯达克已公开探索代币化举措，而监管超过 114 万亿美元资产的美国证券结算支柱 DTCC 最近公布了推出代币化证券平台的计划，目标是 10 月份推出。
多明戈表示，公开上市股票是代币化尚未开发的最大机会之一。
他指出代币化股票是最大的机会之一，并指出，即使是约 140 万亿美元的全球股票市场中的一小部分转移到链上，也可以极大地扩大代币化行业。
他表示：“我们认为代币化股票和 ETF 会产生重大影响。” “即使 2% 转移到链上，[市场规模] 也已经达到 3 万亿美元。”
他认为，该行业的下一阶段将更少依赖于建设新的区块链基础设施，而更多地依赖于说服发行人从一开始就将资产放在链上，而不是依赖第三方包装器或综合表示。
“发行人是拥有创建资产的法定权力的人，”多明戈说。 “这就是代币化应该开始的地方。”
代币化独家
Securitize plans to pursue acquisitions of complementary businesses, rather than rivals, to build a broader one-stop shop for institutional tokenization services, CEO Carlos Domingo told CoinDesk in an interview.
The firm aims to deploy its $400 million war chest it raised leading up to its public debut merging with a Cantor-backed SPAC.
As one of the largest tokenization infrastructure providers, Securitize sees tokenized equities and ETFs as a major growth opportunity, Domingo said, arguing that even a small share of the $140 trillion global equity market moving onchain could create a multitrillion-dollar market.
Securitize (SECZ) plans to use its newly-strengthened balance sheet to pursue acquisitions to expand its tokenization business following its public listing, CEO Carlos Domingo told CoinDesk in an interview.
"One of the things we're going to be looking at is acquisitions because we obviously don't need $400 million to run the company," Domingo said. "We're going to have a very strong balance sheet."
The company, which began trading on the New York Stock Exchange on Thursday after completing its SPAC merger with Cantor Equity Partners II, raised more than $400 million and retained roughly 70% of the SPAC trust, giving it fresh capital to fund its next phase of growth.
Securitize has emerged as one of the largest infrastructure providers for the tokenization market, helping asset managers issue traditional securities on blockchain rails. Founded in 2017, the company provides issuance, transfer agency and fund administration services for tokenized securities, with clients including BlackRock, Apollo, KKR, Hamilton Lane and VanEck.
The firm has issued roughly $4.4 billion in tokenized assets, including BlackRock's $2.2 billion tokenized U.S. Treasury money market fund BUIDL and nearly $300 million of tokenized Securitize shares, making it the largest tokenized asset issuer, according to RWA.xyz.
The firm is not interested in buying rivals, Domingo said. "They’re not going to bring anything to me that I don’t have in terms of tech."
Instead, Domingo said Securitize is looking at businesses that complement its institutional tokenization offering, aiming to build a broader "one-stop shop" for customers.
"We’re going to look at what things are adjacent to tokenization that either our existing customers from the tokenization space," he said.
Tokenization of public markets
The broader tokenization market has grown rapidly as banks, asset managers and exchanges embrace blockchain-based financial infrastructure. Tokenized real-world assets now exceed $32 billion, RWA.xyz data shows. Citi has projected tokenized securities could grow into a $5.5 trillion market by 2030, while Boston Consulting Group and Ripple estimate the sector could reach $18.9 trillion by 2033.
Much of that momentum is now shifting beyond tokenized Treasury funds toward public markets.
Earlier this year, NYSE parent Intercontinental Exchange (ICE) partnered with Securitize to develop infrastructure for tokenized equities. The company also teamed up with transfer agents Computershare and Continental to enable public companies to issue shares directly on blockchain rails.
Elsewhere, Nasdaq has publicly explored tokenization initiatives, while DTCC, the backbone of U.S. securities settlement overseeing more than $114 trillion in assets, recently unveiled plans to introduce a tokenized securities platform targeting an October launch.
Domingo said publicly listed stocks represent one of the largest untapped opportunities for tokenization.
He pointed to tokenized equities as one of the largest opportunities, noting that even a small share of the roughly $140 trillion global equity market moving onchain could dramatically expand the tokenization sector.
"Tokenized equities and ETFs is something we think moves the needle significantly," he said. "Even 2% moving onchain is already $3 trillion [market size]."
He argued the industry's next phase will depend less on building new blockchain infrastructure and more on persuading issuers to put assets onchain from the outset rather than relying on third-party wrappers or synthetic representations.
"The issuer is the one that has the legal authority to create the asset," Domingo said. "That's where tokenization should start."
TokenizationExclusive
