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Thought Leadership

Securitize's Perspective on Current Market Conditions and The Road Ahead

Nov 17, 2022

Securitize is not a cryptocurrency business – we enable the securitization of traditional financial products and real world assets recorded on the blockchain. But we live in a very interconnected world and use public blockchains, support USDC, and offer securitized cryptocurrency funds through our subsidiary Securitize Capital in partnership with industry leaders. So, we thought you might appreciate a brief update regarding the recent market disruptions and our perspective on the best path forward in the weeks and months ahead.

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How Dividend Reinvestment Enables Community Banks to Efficiently Raise Capital

Nov 3, 2022

The evolution of banking services is trending towards digital-first interaction with personalization as the differentiating factor. Not all community banks are all fully digital yet, but they’re headed in that direction. And some are moving faster than others. To go farther together, community banks will need technological guidance, personalized support, and ample capital.

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How Web3 Crowdfunding Is Bringing Efficiency and Ease to Fundraising

Oct 21, 2022

When Steve Jobs first introduced the iPhone, he made a bet that the world was going to change with fully integrated, internet-connected devices. And he was right. Now, our online world -- from how we communicate to how we transact – is changing again, with the movement from centralized to decentralized processing, increasingly known as Web3. And nowhere is the potential impact of this advancement more evident than in Web3 Crowdfunding, a fully-digital take on raising capital through tokenization.

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Web3 And Digital Asset Securities

Jul 12, 2022

Last week, Security Token Market (STM), the leading global oracle for all digital asset security financial data and research, achieved a major industry milestone when it launched the first-ever Web3 crowdfunded capital raise on Securitize. While the financial news often focuses on the boom and bust cycles of digital assets like bitcoin and ether, digital asset securities like STM represent a significant step forward in the evolution of financial services. This is because they operate under the same regulatory exemptions that traditional financial services follow, but do so more efficiently and at less cost to investors. Using digital asset securities, businesses can efficiently raise capital and investors can gain exposure to new investment opportunities faster, more efficiently, and with greater control than using traditional methods.

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Introducing Web3 Crowdfunding

May 9, 2022

Crowdfunding (raising capital using securities exemptions) has become a popular option for companies looking to fund and drive growth from their own customers and fans in tandem with institutional investors and venture capitalists. This is partly because exempt offerings enable a broader audience to participate in these alternative investments. From July 2020 through June 2021, nearly twice as much money was raised in exempt offerings as through public offerings, and the industry has grown 33.7% in 2021 alone1 - a trend that’s expected to increase by ~$240 billion from 2021 to 2026, at a CAGR of 16.81%.2 This double-digit growth is just part of what’s driving companies to crowdfund.

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Crowdfunding Season

Apr 4, 2022

You’re driving down the highway to the big game. The cars ahead of you slow to a crawl as the road narrows to one lane. Even though the stadium you’re going to is just around the bend, it’s taking forever to get there. What if there was a way to change the rules of the road so when there’s overflow traffic, more people could get to the game and cheer on their team?

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Navigating Digital Asset Risk

Apr 4, 2022

Accredited and institutional investors seeking digital asset exposure have felt blind for too long. Investors hear about the incredible potential of digital assets, but their inability to evaluate fundamentals leaves them unable to estimate risk. Are investors really flying blind, or has the digital asset investing ecosystem simply been poorly lit? Let’s turn on the lights and find out.

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Crowdfunding Is Now A Serious Way For Privately Held Businesses To Raise Serious Capital

Mar 22, 2022

One of the biggest challenges founders and CEOs of startups face is funding: courting angels and VCs, pitch decks, travel, and meetings, getting ghosted, negotiating and swallowing unreasonable terms, eroding control–all at the expense of actually running and growing the business. When you hear the word “crowdfunding” your mind may immediately go to Kickstarter or Go Fund Me, yet in 2021 crowdfunding emerged as a serious option for serious businesses to potentially raise serious capital.

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Using Digital Dollars as a Cash Hedge

Feb 24, 2022

Like a wanderer in the desert who would pay anything for a cold glass of water, digital asset markets are starved for U.S. dollars and will pay to use them. The strong demand for full-reserve digital dollars like USD Coin (USDC) is putting a premium on supply. This supply-demand imbalance creates opportunities for borrowing and lending, which can generate significant yield for accredited and institutional investors. While alternative investments have long been a hedge for institutions, one alternative might not yet be in view – stablecoin yield.1

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Everything Is Digital. Why Isn’t Your Transfer Agent?

Feb 15, 2022

Choosing the right stock transfer agent may be one of the most overlooked yet mission-critical aspects of your business. Founders often consider many factors like price, capacity, and track record when evaluating transfer agents. However, the decision can ultimately be minimized because of the last milestone problem. What’s that?

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Downside Protection

Jan 28, 2022

The Omicron wave of Covid-19 coupled with high inflation, supply-chain issues, and the increase in public market volatility has left the United States economy upside down and backwards. Restaurants and many other service industry businesses are still struggling to maintain enough healthy workers to keep their doors open. The continued inability to travel like we used to is leaving consumers with excess cash to spend locally, exacerbating the supply chain shortage and fueling inflation. Even blue-chip bank stocks, such as Goldman Sachs and JPMorgan, which exceeded earnings expectations, are feeling the inflationary pressures reflected in their lowered valuations at the start of 2022.

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The Tokenization of Institutional Funds

Jan 28, 2022

In 2021, prominent banks like JPMorgan Chase, BNP Paribas, and BNY Mellon introduced blockchain conversations to institutional audiences. In 2022, tokenization will feature prominently in financial discussions across the country.

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2022: The Year of Tokenization

Jan 20, 2022

“We see 2022 as possibly the year of the blockchain bridge…or the year of financial tokenization,” JPMorgan analysts recently predicted. That is to say, 2022 may be the year when blockchains take a noticeable role in bridging our traditional ‘paper-based’ system to a more efficient, truly digital future.

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A Better Way to Issue and Manage Your Stock

Dec 17, 2021

The business rule-of-thumb, “underpromise, overdeliver,” was completely inverted this month when former BuzzFeed (NASDAQ: BZFD) employees who owned stock could not cash out.

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The Digitization Of Finance Unlocks New Investment Opportunities

Dec 16, 2021

It’s no secret that institutional investors realize average rates of return far better than individual investors. One of the biggest reasons why is that they enjoy opportunities most investors do not.

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#HyFi for Security Tokens — pooled assets and ownership tracking

Dec 22, 2020

This post is part of a series that analyzes how Digital Securities can benefit from DeFi protocols bridging Decentralized and Centralized Finance in a Hybrid approach (#HyFi), and the different aspects that need to be taken into consideration to leverage this ecosystem while remaining compliant. You can read Securitize’s introduction to HyFi here, learn about the impact of KYC and transfer controls here, and understand the impact of assets being deposited into smart contracts here.

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#HyFi for Security Tokens — Smart Contracts as token holders

Dec 22, 2020

This post is part of a series that analyzes how Digital Securities can benefit from DeFi protocols bridging Decentralized and Centralized Finance in a Hybrid approach (#HyFi), and the different aspects that need to be taken into consideration to leverage this ecosystem while remaining within compliance requirements. You can read Securitize’s introduction to HyFi, and learn about the impact of KYC and transfer controls.

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#HyFi for Security Tokens — KYC and asset transfer controls

Oct 20, 2020

This post is part of a series that analyzes how Digital Securities can benefit from DeFi protocols bridging Decentralized and Centralized Finance in a Hybrid approach (#HyFi), and the different aspects that need to be taken into consideration to leverage this ecosystem while remaining within compliance requirements. You can read Securitize’s introduction to HyFi here.

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Introducing Project Aquaman: Driving liquidity in the digital securities market

Oct 15, 2020

One of the main promises of digital asset securities, or security tokens, is the ability to drive liquidity for private securities. Private capital markets are much larger and growing faster than public markets, but they are mostly illiquid. According to the World Federation of Exchanges, private capital markets raised $2.9T in 2019, more than double public capital markets at only $1.4T, and in 2020 that trend is continuing in spite of the burgeoning IPO market and the rise of SPACs. While public markets are extremely liquid, with $33T annualized volume trading, private markets are extremely illiquid with only $0.1T annualized volume trading, an astounding 330x less.

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DeFi and Security Tokens - Balancing compliance with new financial innovations

Oct 12, 2020

At Securitize we have been tracking the growth of Decentralized Finance (DeFi) protocols and projects over the last few months with the intent of learning how we might improve upon these compelling innovations through the use of Digital Securities (security tokens).

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Why a Digital Transfer Agent Is Better Than the One You’re Using Right Now

Jul 24, 2020

Transfer agents hold a curious place in the relationship between organizations and their investors.

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Securitize iD: The Ultimate Verification Process

May 6, 2020

*Click here to sign up for Securitize iD today!

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Instant Access: Easy, Secure and Compliant Peer-to-Peer Transactions of Digital Securities

Apr 22, 2020

When Securitize first designed its decentralized compliance protocol, the DS Protocol, one of our main goals was to provide issuers with powerful tools for compliant secondary market transactions. To date, Securitize has led the industry in developing compliant transfer options for issuers to offer their investors, and we are proud to add to that list today with a new feature called, Securitize Instant Access.

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Trading Digital Securities: non-custodial and custodial marketplaces

Mar 18, 2020

One of the main advantages that tokenization brings to securities is the potential for liquidity.

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Register your wallets on the Securitize platform with Metamask and Coinbase Wallet

Nov 8, 2019

Securitize delivers trusted global solutions for creating compliant digital securities and as such provides companies, funds, and institutions with a more cost-effective, efficient, and compliant way to issue and track regulated securities while improving investor relations. At Securitize, we are constantly working to better the relationship between investors and issuers by leveraging the inherent advantages of digital securities.

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Understanding Transfer Restrictions for Digital Securities

Jul 8, 2019

Thanks to the Digital Securities technology, investors can now hold their securities ownership records in the form of tokens (also known as “Security Tokens”), and these tokens can be kept in any wallet. This brings with it the advantages of fractional ownership, the ability to move those assets between different marketplaces that allow 24/7 trading, and direct access to trades between individuals by the simple mechanism of transferring those tokens.

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How to use Coinbase Wallet for Securitize’s Digital Securities

Jun 16, 2019

The Securitize Platform provides a simple and convenient way for investors to access Digital Securities Offerings and follow the full lifecycle of their investment. Investors can on-board and provide their information, decide how much they want to invest and which currency to use, and register their wallets to receive the tokens that reflect their Digital Securities investment.

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Securitize Platform 3.0 Release — Enter the Control Panel

May 13, 2019

Securitize’s development team has been hard at work over recent months in order to create a new release for the platform. Version 3.0 will provide a giant leap for supporting organizations wanting to issue Digital Securities, enabling the management of their lifecycle through secondary trading and more.

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Investing & Paying Taxes on Digital Security Offerings

Mar 3, 2019

Disclaimer: This post is provided for informational purposes only. It is not intended to provide, and should not be relied on for, tax, legal, accounting, nor investment advice. You should consult your own advisors before engaging in a Digital Security Offering or related transaction.

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New digital security milestone achieved: first secondary trade on a regulated custodial exchange

Jan 11, 2019

It is no secret that digital securities (or security tokens) have the potential to truly transform capital markets. Utilizing blockchain technology, these compliance-friendly tokens can drive instant liquidity and unlock investment opportunities in private assets for investors around the world.

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The Demise Of The ICO And The Rise Of The Digital Security

Dec 7, 2018

When the Ethereum blockchain came online in March of 2016 (the first stable version) it ushered in a new era in funding for startups. Easily created “coins” or “tokens” on Ethereum’s public blockchain allowed virtually anyone with an idea to raise funding from global sources with little or no interference from regulators.

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Five Things Investors Need to Know About Digital Securities

Oct 14, 2018

In 2017, Bitcoin prices went up by nearly 1,700 percent in a single calendar year. It was a monster year for anyone who invested in cryptocurrency before 2017 and a satisfying validation of their early belief in cryptocurrency and blockchain technology. For those who missed it or arrived late to the party, they’re probably still playing the “could-have-should-have” game with the current value of their portfolio.

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Whether Utility or Security Tokens, What We’re Really Talking About are Digitized Securities

May 1, 2018

The relatively young space that is built on an exciting, new technology platform called blockchain, or decentralized ledger technology (DLT), has enjoyed the attention of invigorated developers and investors. These players are working to define the future of the industry, and one key underlying concept, the token, is a point of focus.

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Check the background of Securitize Markets on Finra BrokerCheck.

Securities are offered through Securitize Markets, LLC, (“Securitize Markets”) a registered broker-dealer and member FINRA/SIPC. Neither Securitize Markets, nor any of its affiliates provide any investment advice or make any investment recommendations to any persons, ever, and no communication through herein or in any other medium should be construed as such. Securities offered on the Securitize Markets ATS have not been registered under the Securities Act of 1933 and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. Assets listed herein, such as digital assets or tokens using blockchain, are speculative, involve a high degree of risk, are generally illiquid, may have no value, have limited regulatory certainty, are subject to potential market manipulation risks and may expose investors to loss of principal. Investments in private placements, start-up investments in particular, are also speculative and involve a high degree of risk. Investors must be able to afford the loss of their entire investment. Eligibility to buy and sell securities on the Securitize Markets ATS is determined by Securitize Markets in its sole discretion. Offers to sell, or the solicitations of offers to buy any security can only be made through official offering documents that contain important information about risks, fees and expenses associated with the applicable securities available for trading on the Securitize Markets ATS. Investors should conduct their own due diligence, not rely on the financial assumptions or estimates displayed herein, and are encouraged to consult with a financial advisor, attorney, accountant, tax advisors, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Past performance is not indicative of future results. Neither the Securities and Exchange Commission nor any federal or state securities commission or regulatory authority has recommended or approved any investment or the accuracy or completeness of any of the information or materials provided herein or through any references/links herein. Any financial projections or returns shown herein are provided by the issuer of the relevant security and Securitize Markets has not verified the accuracy. Further, there can be no assurance that any valuations provided by issuers are accurate or in agreement with market or industry valuations. Securitize Markets and its affiliates make no representations or warranties as to the accuracy of such information. Securitize Markets may collect certain information about you that helps us comply with various securities regulations and rules and the USA PATRIOT Act, a Federal law that requires all securities firms to obtain, verify, and record information that identifies each applicant. The information also helps us more fully understand your investment profile and identify what types of investments or strategies may be suitable for you. The term “Investors” used on this website, typically refers to accredited investors where applicable. Please note: if we cannot verify the information you provide, we may be required to restrict or deny your account. Trading during Extended Hours Trading Sessions carries unique risks, such as greater price volatility, lower liquidity, wider bid/ask spreads, and less market visibility, and may not be appropriate for all investors. There is no guarantee that a diversified portfolio will enhance overall returns, outperform a non-diversified portfolio, or prevent against loss. By accessing this site and any pages thereof, you agree to be bound by our Terms of Service and Privacy Policy.