Key insights
- An individual investor expresses optimism about Securitize's potential valuation by 2030, citing the growth of RWA tokenization and institutional adoption. While the post acknowledges bias, it suggests a potential $50 billion market cap. This reflects positive sentiment towards blockchain applications in finance, but its direct impact on broader US equities is limited without further market validation.
Where do you realistically see Securitize by 2030? Not talking of share price since the CEPT merger and IPO still ahead, but more about overall valuation potential, potential adoption and client growth. Tokenization of RWAs and institutional adoption are speeding up, and I personally see significant upside, potentially up to 50B market cap longterm for the company itself. Curious what others think :) Am I too optimistic or are there likeminded individuals like me who think the same way?
NFA! And little biased as a CEPT holder who admires the possibilities of tokenization. But any discussion is welcome!😅