Bitgo Holdings (NYSE:BTGO) Q4 2025 Earnings call March 26, 2026 05:00 PM ET Company ParticipantsBaylor Myers - VP of Corporate DevelopmentBrett Knoblauch - Managing DirectorBrian Bedell - DirectorBrian Dobson - Managing DirectorEd Reginelli - CFOGeorge Sutton - Partner and Co-Director of ResearchJoseph Vafi - Managing Director of Equity ResearchMike Belshe - Founder and CEOPete Christiansen - Director of Digital Assets and Fintech Services Equity ResearchConference Call ParticipantsChris Brendler - Senior R ...

Bitgo Holdings (NYSE:BTGO) Q4 2025 Earnings call March 26, 2026 05:00 PM ET Company ParticipantsBaylor Myers - VP of Corporate DevelopmentBrett Knoblauch - Managing DirectorBrian Bedell - DirectorBrian Dobson - Managing DirectorEd Reginelli - CFOGeorge Sutton - Partner and Co-Director of ResearchJoseph Vafi - Managing Director of Equity ResearchMike Belshe - Founder and CEOPete Christiansen - Director of Digital Assets and Fintech Services Equity ResearchConference Call ParticipantsChris Brendler - Senior R ...

backpack launching actual tokenized equities on solana today. not perpetuals like coinbase. real ownership with dividends and voting rights. tZERO raised $134m and died at $5m monthly volume. INX same story. first 72 hours tell you everything. above $20m daily and liquidity bootstraps. below $5m and it joins the graveyard. superstate as transfer agent is the only reason SEC hasnt killed it already. ...

🚨HUGE: TOKENIZED EQUITIES HIT $1.5 BILLION MARKET CAPThe amount of traditional equities tokenized on blockchain rails has grown by a staggering $600 million since the start of the year...... reaching a total market cap of some $1.5 billion.@xStocksFi alone has reached some $800 million in tokenized equities.Source: Wu Blockchain ...

RT Katie Wheeler (@KatieAWheeler)2 of the 3 largest tokenized stocks are @OndoFinance assets: $CRCLon and $GOOGLon.Yesterday, we saw a whale mint $5M of @BlackRock’s $IBITon on day one of its listing.Strong signal for where institutional demand in tokenized equities is heading.Thanks for the market map @tokenterminal! ...

The market capitalization of tokenized equities has reached $1.5 billion, increasing by nearly $600 million since the beginning of the year. Among them, xStocks (Solana) has exceeded $800 million in tokenized equities, while Ondo Global Markets (Ethereum, BSC + Solana) has reached $630 million. Notably, Circle’s tokenized equities are the largest assets by market cap on both xStocks and Ondo Global Markets. ...

Summary of Moody's Conference Call Company Overview - **Company**: Moody's Corporation (NYSE: MCO) - **Industry**: Financial Services, specifically focusing on credit ratings, analytics, and risk management Key Points and Arguments AI Integration and Strategy - Moody's has embedded AI across all facets of its business, focusing on internal efficiencies and new product development solutions [3][5] - The demand for understanding credit and risk is at an all-time high, with a significant emphasis on AI's role in enhancing analytics and ratings [5][30] - The company has a proprietary dataset that supports its credit models, which are unique due to their calibration on actual loss data [8][10] Market Position and Competitive Advantages - Moody's has established strong regulatory support for its models, as many institutions rely on its data for compliance with regulatory reviews [12][14] - The Orbis database is highlighted as the world's largest company database, providing unique firmographic information and proprietary data that enhances Moody's competitive edge [19][21] - The company is experiencing higher growth rates from large banks that are integrating Moody's data into their own AI platforms, contrasting with smaller banks that seek AI-enabled workflow solutions [33][34] Pricing Models and Revenue Growth - Moody's is piloting consumption-based pricing models, particularly for smaller customers, which may lead to hybrid pricing structures in the future [38][46] - The company anticipates a shift towards more value-based pricing as it enhances its offerings and customer engagement [42][46] Internal Efficiency and Workforce Changes - Moody's is redesigning its product development life cycle to be AI-first, aiming to improve efficiency and product velocity [60][62] - The company is transitioning from traditional roles to a model focused on "builders," enhancing productivity through AI tools [60][64] Ratings Business and Market Dynamics - AI is expected to automate many traditional tasks within the ratings business, allowing Moody's to focus on unique insights that provide competitive advantages [76][78] - The company is cautious about geopolitical risks and market volatility but believes that underlying funding drivers remain intact, supporting future growth [92][94] Private Credit Market - Moody's has adapted to the growth of private credit, emphasizing the need for rigorous third-party credit assessments to instill confidence in investors [121][123] - The company is seeing robust growth in its analytics business, which is well-positioned to serve the private credit market [125][126] Capital Allocation and M&A Strategy - Moody's prioritizes investing in its core ratings business and is selective about M&A opportunities, focusing on acquiring proprietary data assets [157][159] - The company has announced a $2 billion share buyback program, reflecting confidence in its valuation and future prospects [166] Conclusion - Moody's is strategically positioned to leverage AI and proprietary data to enhance its offerings and maintain a competitive edge in the financial services industry. The company is focused on internal efficiencies, adapting to market dynamics, and exploring new pricing models to drive future growth.

🚨LATEST: ONDO FINANCE DOMINATES SECTOR AS TOKENIZED STOCKS SURPASS $1BTokenized equities have crossed the $1 billion milestone on-chain, with @OndoFinance commanding 58% of the market and @xStocksFi holding 24%, forming a clear two-player dominance.A Foresight Ventures report attributes the consolidation to regulatory barriers, liquidity advantages, and deep architectural bets made early by both platforms.The milestone arrives as total tokenized RWAs excluding stablecoins hit $26 billion, and the tokenized ...

🇺🇸 LATEST: The xStocks framework will link Nasdaq tokenized equities with blockchain networks. https://t.co/ySFOczOOYZ ...

Nasdaq said it’s planning a new design for tokenized equities, with publicly traded companies having more control over their shares in tokenized form, including proxy-related and corporate actions as well as governance rights. https://t.co/PmsFvFv3qi ...