Securitize losing ground here isn't shocking, Circle's infrastructure play was always the cleaner setup for institutional rails. The volume story on USDC integrations was telling this months ago.
Circle's definitely got the stickier positioning but I wouldn't count out tokenized equities long term, that yield angle could get interesting once the right pools show up.
Securitize losing ground here isn't shocking, Circle's infrastructure play was always the cleaner setup for institutional rails. The volume story on USDC integrations was telling this months ago.
Circle's definitely got the stickier positioning but I wouldn't count out tokenized equities long term, that yield angle could get interesting once the right pools show up.
tokenized equities still gotta prove the ux tho, half the pools rn feel like boss fights with no checkpoints