TL;DR
- Securitize says moving just 2% of U.S. equities and ETFs onchain could create a $2 trillion market, roughly matching crypto’s current scale today.
- Native tokenization differs from synthetic products because issuer-sponsored tokens can preserve full shareholder rights, including voting and dividends, according to Securitize.
- The company tokenized its own NYSE-listed shares on Solana and Avalanche and now manages about $38 billion across tokenized asset categories, supporting its broader infrastructure thesis.
Securitize is framing native tokenization of public equities as a potential $2 trillion opportunity, arguing that moving just 2% of U.S. stocks and ETFs onto blockchain rails could create a market roughly equal to the entire crypto sector. The company presented that estimate during its August 13 earnings call. The striking comparison is that a seemingly tiny slice of American equities could match the scale of crypto today. With U.S. equities and ETFs valued above $100 trillion, Securitize sees public-market tokenization as one of the largest remaining openings in financial infrastructure.
The global equities market is worth more than $100 trillion. Moving just 2% of it onchain would represent roughly $2 trillion in assets.@carlosdomingo sat down with @fintechfrank to discuss the opportunity and our approach to native tokenization. pic.twitter.com/K17WFBfVDD
— Securitize (@Securitize) August 31, 2026
Native Tokenization Targets Ownership, Not Just Price Exposure
Today’s tokenized equity market is tiny by comparison, at roughly $2 billion globally. Securitize says much of that total consists of synthetic products or offshore instruments, meaning holders may not receive full legal ownership rights. Its preferred model is “native tokenization,” where the issuer sponsors the token and investors retain rights such as voting and dividends. That distinction matters because the company is not merely proposing blockchain-based price exposure. It is arguing for legally recognized shares that exist directly onchain, potentially bringing traditional shareholder protections into programmable market infrastructure.
Securitize has already used itself as a test case. On July 2, 2026, the same day it listed on the New York Stock Exchange under ticker SECZ, the company tokenized its own shares on Solana and Avalanche. Those tokenized shares were valued between about $266 million and $295 million at the time. That issuance demonstrated how a public company can connect conventional equity ownership with blockchain settlement without relying on a synthetic wrapper. Securitize described it as the largest tokenized equity issuance on record at that moment, giving its broader thesis a live example.
The company is also building around partnerships and scale beyond equities. Securitize works with the NYSE, transfer agent Computershare and BlackRock, while managing about $38 billion across tokenized asset categories including private credit, real estate and funds. It also crossed $5 billion in assets under management early in the third quarter of 2026. The broader bet is that tokenization can move from isolated experiments into mainstream capital-market infrastructure. If even 2% of U.S. equities migrates onchain, Securitize believes the resulting market could transform the scale of blockchain-based finance. The opportunity is therefore less about replacing exchanges than about changing how regulated ownership is represented and transferred.
