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Securitize ($SECZ) reported roughly $5 billion in on-chain assets under management as of July 2026, while quarter-end tokenized AUM stood at $4.3 billion on June 30, up 9% year over year, and transaction volume jumped 147% to $5.3 billion. The disconnect is on the income statement: Q2 revenue fell 5% to $14.4 million with a $21.7 million net loss, signaling fee compression per dollar of tokenized assets rather than weak adoption. For tokenization-exposed equities and the broader RWA trade, the watch item is whether rising volumes convert into revenue in coming quarters; continued AUM growth alongside falling revenue would argue that RWA scale is being priced faster than the monetization path.
As a Crypto signal, watch whether it changes price action, volatility, or flows around SECZ.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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