Securitize股价在Solana上推出代币化美股后上涨逾10%

Securitize股价周四大涨逾10%，推出基于Solana的代币化美股产品

周四，Securitize公司宣布推出“Securitize Stocks”，这是一款建立在Solana区块链上的代币化股票发行产品，其股价随之飙升约10%。该产品旨在为符合条件的投资者提供受监管的美国主要股票 exposure（敞口），这些股票以代币形式存在，并由底层股份按一比一比例全额支持。

根据Securitize的公告，首批推出的代币化股票包括苹果（Apple）、英伟达（Nvidia）、微软（Microsoft）、特斯拉（Tesla）以及另外八家在美国上市的公司。这些代币的结构设计旨在保留与底层股份相关的投资者权益，包括股息和投票权。

核心要点

• 产品发布：Securitize Stocks在Solana网络上推出了主要美国股票的代币化代表，由底层股份按一比一支持。
• 法律地位：这些代币被描述为《统一商法典》第8条下的证券权利，旨在维护股东利益。
• 交易时间：初始交易将在延长市场时段进行，未来计划在不确定的时间线上转向24/7全天候交易。
• 结算与流动性：结算使用Solana网络上的USD Coin (USDC)，Jump Trading通过做市服务提供流动性支持。
• 未来扩展：Securitize plans to expand availability through tokenized securities platforms and explore uses such as collateral in DeFi lending.

Design of tokenized stocks that retain shareholder rights

Securitize's new product brand is "Securitize Stocks", positioned as a regulated bridge between traditional equity and tokenized settlement. The company stated that these tokens represent securities rights under Article 8 of the Uniform Commercial Code and the goal is to retain key shareholder characteristics.

In practice, Securitize points out that this structural design is designed to keep applicable investor benefits intact-specifically dividends and voting rights -rather than treating tokens as purely economic representatives that may lose governance or revenue-related benefits.

The "rights" framework is crucial for traders and investors, because much of the debate over tokenized equity focuses on what is being transferred: simply tokenized exposure, or legally recognized rights linked to the underlying securities. In this case, Securitize explicitly linked these tokens to the legal framework and its purported one-to-one support for underlying share ownership.

Mechanism for Operating Market Structures on the Solana Network

Thursday's announcement also detailed the mechanism for the release. Securitize stated that tokenized shares will initially be traded during extended market hours using its registered broker-dealer platform. The company did not provide specific dates to extend to continuous transactions, but said it had plans to provide 24/7 on an uncertain timelineTransaction transition.

Settlement plans use USD Coin (USDC) on Solana. To provide liquidity, Securitize said Jump Trading will support transactions through market-making services . Although many tokenized asset product promotion chains are on track, liquidity support is often a key factor in determining whether a token can be traded efficiently or whether it is difficult to enter or exit on scale.

Securitize also said it intends to make these assets available through the tokenized securities platform being developed by the New York Stock Exchange (NYSE) and OKX ICE. However, the announcement did not specify a release timetable for these two platforms.

Potential DeFi and Institutional Trading Paths

In addition to launching tokens, Securitize also describes other downstream uses. In its announcement, the company said Ripple Prime plans to support the launch and explore including its tokenized shares in its institutional trading services. It also pointed out that Aave could be a potential venue for using these stocks as collateral .

It is worth noting that the company is sending signals in two different directions: (1) integration into institutional trading infrastructure, where assets can be accessed through regulated channels; and (2) use in decentralized finance, where tokenized equity exposure may be plugged into collateral and lending workflows.

At the same time, the announcement did not confirm the timetable or specific integration steps for Ripple Prime or Aave. As of press time, Ripple Prime did not respond to requests for further details.

Following the rapid follow-up of other tokenization measures

Thursday's share price rise marked the second significant intraday rally in Securitize in a week. Earlier on Tuesday morning, the company announced a partnership with South Korean technology company LG CNS to jointly explore providing tokenized funds, stocks and stablecoins to financial institutions, and its share price rose nearly 8%.

The LG CNS agreement reportedly also includes infrastructure work to help connect South Korean financial institutions to global capital markets. Securitize's expansion also follows a memorandum of understanding from the Dubai Virtual Assets Regulatory Authority (VARA) in September to support Dubai's regulated tokenization initiative.

According to Yahoo Finance data cited by Cointelegraph, Securitize's share price has risen about 54% in the past month. Thursday's move appeared to be in line with investor interest in tokenizing real-world assets, and new product launches and partnerships could quickly change perceptions about its growth prospects.

Broader market momentum is also supported by RWA.xyz data. The report showed that as of Thursday, the value of distributed assets excluding stablecoins was $38.88 billion, compared with $25.36 billion a year ago. Although this number is not specific to stocks, it provides context for why tokenized securities are still the focus of market participants.

As the launch of Securitize Stocks progresses, the market is likely to pay close attention to how trading volume develops over the extended trading hours, whether liquidity remains stable as more participants gain access, and whether the established path towards continuous trading is achieved as planned. Equally important is whether announced institutional integration and any DeFi collateral use can be transformed from "potential locations" to specific, time-bound deployments.