Fireside Chat

on YouTube ↗24m

" summary

Securitize announces an S-4 approved and a SPAC merger with Cantor Equity Partners II to list on the NYSE around July 2 under ticker SEC, bringing roughly half a billion cash for acquisitions and expansion. Operations run as an EVM shop with ~30% of assets on Ethereum; permissioned securities use on‑chain whitelist KYC wallets. Built vault tech that lets permissioned tokens serve as collateral with integrations to Aave Horizon, Euler and Uniswap X RFQ, and tokenized BlackRock BUIDL pays daily dividends.

AI-written summary · about

" chapters (34)

1. 0:00Introduction
2. 0:40Why Securitize Decided to Go Public
3. 1:28Why a SPAC With Cantor
4. 1:51What the S-4 Filing Involves
5. 2:17The Path to Listing on the NYSE
6. 2:35The New Ticker: SEC
7. 2:59What Going Public Enables for Securitize
8. 3:43Why Ethereum Leads for Tokenization
9. 5:12Why Gas Fees Are Not a Problem Here
10. 5:28Why BlackRock Chose Ethereum First
11. 5:48Permissioned Assets on Permissionless Rails
12. 6:51Two Types of Privacy
13. 8:01Making RWAs Composable With DeFi
14. 8:46Integrations With Aave, Euler, and Horizon
15. 9:05Trading RWAs via Uniswap X
16. 10:02What It Takes to Reach $5 Trillion by 2030
17. 10:35Why Tokenized Equities and ETFs Matter
18. 11:27Partnerships With NYSE and Computershare
19. 11:44The Right Way to Do Tokenized Equities
20. 12:31Why Most Are Just Derivatives
21. 13:44Why the Token Must Be the Real Share
22. 14:36What Still Needs Solving: Utility
23. 15:22The BlackRock BUIDL Example
24. 15:44Why Tokenized BUIDL Pays Daily Dividends
25. 17:06Where the Demand Comes From Today
26. 18:15Are Institutions Waiting on Regulation
27. 18:55Why There Is Already Clarity
28. 19:45The Dial-Up Internet Analogy
29. 20:37When Blockchains Become Invisible
30. 21:14Financial Markets in Five Years
31. 21:51A New Parallel Market on Blockchain Rails
32. 22:30Securitize as the Conduit for TradFi
33. 22:52Where Ethereum Sits in That Future
34. 23:56Closing

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