Hot Inflation Has Bitcoin One Step From Losing Support

Carlos Domingo argued that the biggest opportunity in crypto is not Bitcoin trading, but tokenizing real-world assets for 24/7 markets and using stablecoins as programmable funding rails. He said Securitize’s River One acquisition gives it a way to source stablecoins, underwrite loans against real-world assets, capture lending spreads, and tokenize those loans again, targeting what he described as a $6 trillion asset-backed finance market.

He also said Securitize’s second reported earnings release, and first full public quarter, was its best year-to-date quarter, with revenue up 29% and adjusted EBITDA down to about $2 million, roughly 10% of revenue. Domingo said the stock reaction showed the market rewarded execution, and he framed public-market credibility as an advantage as the tokenization business scales.

The discussion then turned to OKX, the innovation exemption, and Securitize’s role in issuing compliant tokenized stocks that can trade across venues such as Uniswap v4, Solana, X Layer, and future chains. Domingo said the tokens must preserve shareholder rights like dividends and corporate actions, while synthetic offshore products are different securities and not compliant. He also said stablecoins and tokenized deposits serve different purposes, and that stablecoins will remain more fungible and portable across users and institutions.