RT The Wolf Of All Streets (@scottmelker)SECURITIZE RECEIVES REGULATORY APPROVAL TO LAUNCH SETTLEMENT AND DIGITAL TRADING SYSTEM IN EUPLANS TO LAUNCH TOKENIZED SECURITIES PLATFORM ON AVALANCHE $AVAX ...

RT CoinDesk (@CoinDesk)🚨 JUST IN: Securitize Gets EU Green Light, Plans Tokenized Securities Platform on Avalanche@sndr_krisztian reports:https://t.co/fdjTrvPMVB ...

Regulatory Approval - Securitize 获得欧盟批准，为行业发展奠定基础 [1] Platform Development - Securitize 计划在 Avalanche 上推出代币化证券平台 [1] Technology Focus - 该平台专注于代币化证券 [1]

Partnerships & Technology Adoption - Dusk Foundation adopts Chainlink standards [1] - This adoption aims to enable cross-chain tokenized securities [1] - The tokenized securities are backed by NPEX equities [1]

Partnership & Integration - Dusk Foundation is adopting Chainlink for interoperability and data standards to support compliant, cross-chain tokenized securities [1] - Chainlink CCIP will serve as the interoperability solution for tokenized NPEX assets and enable cross-chain transfer of DUSK across Ethereum and Solana [1] - Chainlink DataLink will be the exclusive data oracle for bringing NPEX exchange data on-chain and cross-chain [2] Data & Market - NPEX, a regulated Dutch stock exchange, has raised over €200 million in financing and has 17500+ active investors [1] - Dusk and NPEX will become official data publishers of regulated market data [2] - Chainlink Data Streams will deliver low-latency price updates for institutional-grade DeFi applications on Dusk [2] Impact - The integration aims to bring regulated securities, verified financial data, and cross-chain connectivity into a unified infrastructure [3] - This integration unlocks a new era of institutional capital markets on-chain, powered by the Chainlink platform [3]

Institutional Crypto Adoption & Strategy - Coinbase's institutional business is poised to surpass its consumer business due to larger capital pools [1] - Bitcoin serves as a gateway for institutional investors, leading to the adoption of ETH and other crypto products [2] - Institutions are progressively engaging with crypto, starting with spot trading, then futures and financing, and finally options [2] - The passing of the Genius Act has acted as a catalyst, prompting traditional financial institutions to explore crypto's disruptive potential [2] Tokenization & Digital Asset Treasuries (DATs) - Tokenization is seen as a bridge between the crypto-native and traditional finance worlds, with asset managers seeking new distribution paths through it [3][4] - Digital Asset Treasuries (DATs) are emerging as a new avenue for capital to enter the crypto space, with approximately 260 DATs representing $15 billion of new capital [2][41] - Coinbase is providing custody, trade execution, and financing services to DATs, with Coinbase Asset Management (CBAM) offering outsourced asset management [44][45] Regulatory Landscape & Future Outlook - Regulatory clarity in the US, particularly the Genius Act, is a significant catalyst for institutional crypto adoption, reversing the previous advantage held by other countries [62][63] - The US is leapfrogging the rest of the world in crypto innovation due to regulatory developments [62] - Despite progress, the crypto industry must avoid repeating past mistakes with bad actors to maintain regulatory favor and continue growth [70][71] - There is a potential tipping point where over 50% of traditional financial institutions' revenue will come from crypto-related products [24]

Market Share & Growth - Raydium captured 76.5% of tokenized stock trading on Solana [1] - Raydium's volume experienced a 190x growth from Q2 to Q3 [1] Volume & Valuation - Raydium processes $19 billion monthly volume [1] - Ray token has a market capitalization of $447 million [1] - Ray token is down 50% from its highs [1] Investment Opportunity & Risk - The report suggests potential trading opportunities based on two scenarios: either the tokenized securities boom is fake, or Ray token economics don't capture the value [1]

Market Prediction - Galaxy 的 DeFi 负责人预测，到 2030 年，Solana 将交易大部分代币化证券 [1]

Core Insights - Ondo Finance has completed the acquisition of Oasis Pro, enhancing its position in the Real World Assets (RWA) sector and aiming for a breakout in the market [1][3] - The tokenized securities market is projected to exceed $18 trillion by 2033, indicating significant growth potential for Ondo [2] - This acquisition allows Ondo to operate within US financial regulations, bridging traditional finance and blockchain, which is essential for attracting institutional investors [3] Company Developments - Ondo's Total Value Locked (TVL) reached an all-time high of $1.74 billion, with Q3 revenue and fees amounting to approximately $13.7 million [4] - Ondo Global Markets has surpassed $300 million in tokenized assets, driven by strong demand for tokenized treasuries, stocks, and stablecoins [5] Market Dynamics - The current trading price of ONDO is $0.94, reflecting a 2.84% increase in the past 24 hours, with a support zone identified around $0.86 and a target of $1.12 if bullish momentum continues [6] - The ONDO Short Term Bubble Risk (STBR) indicator suggests that the asset has completed a full market cycle and is currently stabilized, although there are warnings of potential overheating if trading volume increases [8][9]

Regulatory Approval & Compliance - Plume receives SEC approval to become a registered transfer agent in the US [1] - This registration enables Plume to compliantly manage tokenized securities' shareholder records on-chain [1] - Plume is positioned as one of the few RWA projects with regulatory advantages and traditional finance connectivity [1] Business Implications & RWA Market - Plume can directly register and manage shareholder records of tokenized securities on-chain [1] - Plume can connect to the DTCC clearing system [1] - Plume can manage digital securities, including shareholder record maintenance, share issuance, transfer processing, and dividend distribution [1] - This accelerates Plume's mission to bring the trillion-dollar U S securities market on-chain [1]