What Happens When 2% of the $100 Trillion Stock Market Moves Onchain?
On today's episode of Talking Tokenization, Jacquelyn sits down with Carlos Domingo, co-founder and CEO of Securitize, to explore what's next for tokenized assets as institutional adoption grows and Wall Street moves more financial products onchain.
Carlos breaks down why tokenization is still in its early innings despite Securitize reaching $5 billion in tokenized AUM, and why just 2% of the more than $100 trillion equities and ETF market moving onchain could have an enormous impact on crypto. They discuss tokenized stocks, BlackRock's BUIDL fund, real-world assets as collateral, the convergence of DeFi and institutional finance, and how Securitize is working with firms including BlackRock, Apollo, Hamilton Lane, Neuberger Berman and Cantor Fitzgerald.
They also explore why simply putting assets onchain isn't enough, how tokenization could change IPO access and shareholder ownership, and what needs to happen before tokenized finance reaches mainstream investors.
Timestamps: 00:10 Introduction 03:32 Securitize's IPO milestone 04:13 The journey to becoming a public company 06:48 Securitize's Q2 results and $5B tokenized AUM 08:12 What Carlos learned from its first earnings 09:55 Building the tokenized asset market 11:15 How much of the stock market could move onchain? 14:24 Retail vs. institutional tokenization 15:11 Bringing fixed income onchain 17:21 Why investors are chasing yield 17:57 Why tokenized assets stayed resilient during the crypto downturn 18:57 Building the full tokenization stack 20:49 What's still missing from onchain finance? 21:32 What institutions are asking about tokenization now 22:51 How BlackRock and other asset managers are expanding onchain 24:07 Tokenized assets as collateral 26:47 Can RWAs make DeFi safer? 27:37 Where institutional finance meets DeFi 29:44 Why Securitize brought on Brett Redfearn 32:28 Bringing IPO access onchain with Cantor Fitzgerald 35:51 Could IPOs become programmable? 36:17 What will take tokenization mainstream? 38:12 What's coming in 2027? 38:57 Three models for tokenized stocks 41:21 The risks of synthetic tokenized equities 42:31 What Carlos is watching next 43:44 Carlos's advice for investors and builders
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Follow us Jacquelyn on X: /jacqmelinek Talking Tokens on X: /_talkingtokens Talking Tokens on Instagram: /_talkingtokens
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This episode is sponsored by Securitize, the proven leader in tokenized funds, equities, and private markets. Discover more at securitize.io
Note: This podcast is for informational purposes only. Views shared are opinions, not financial advice. The host or guests may have financial interests in discussed content.
What Happens When 2% of the $100 Trillion Stock Market Moves Onchain?
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