Key Points

• Securitize agrees to acquire the lending platform River One
• The quarterly average tokenized assets reached a record $5 billion, a year-on-year increase of 39%.
• The company aims at a $6 trillion market and authorizes $50 million for share repurchases.

After agreeing to acquire River One, Securitize ( NYSE : SECZ ) is further delving into the traditional finance sector. River One is an institutional lending platform aimed at connecting stablecoin capital with a global asset-backed financing market worth trillions of dollars.

According to the company's announcement on November 9th, this acquisition will expand the business scope of Securitize from the issuance and services of tokenized assets to lending businesses that use real-world financial assets as collateral.

At the time of this transaction announcement, Securitize revealed that its quarterly average tokenized assets reached a record $5 billion, a year-on-year increase of 39%, indicating that the adoption of blockchain-based investment infrastructure by institutions is on the rise.

Securitize Expands to a $6 Trillion Asset-Backed Lending Market

River One focuses on warehousing financing, which is a structure that allows lenders to use a combination of income-generating assets as collateral for loans, including commercial loans and accounts receivable.

Its platform combines artificial intelligence-based underwriting, collateral monitoring, and financing operations with blockchain infrastructure.

This acquisition will enable Securitize to connect its existing tokenization business with the credit market, potentially allowing institutions to issue financial assets on the chain and use these assets as collateral to obtain financing.

This strategy is built on cooperation with large investment management institutions, including BlackRock's tokenized BUIDL funds.

River One was incubated by Framework Ventures and received investment support from Framework Ventures and Maple Finance.

The figure of $6 trillion mentioned in the text refers to the estimated size of the global private asset-backed financing market, and not to Securitize's current lending portfolio or the valuation of this acquisition.

KKR It is estimated that the broader market could expand to $9.2 trillion by 2029.

The company stated that the financial terms of the transaction have not been disclosed and it is expected to be completed in the fourth quarter of 2026, but it still needs to meet the usual closing conditions.

Tokenized assets reach $5 billion, quarterly revenue increases

Securitize also reported that revenue in the third quarter was $18.6 million, a year-on-year increase of 13%.

The average quarterly tokenized assets on its platform reached $5 billion, while the total tokenized assets at the end of the quarter were $4.8 billion, representing a year-on-year increase of 9%.

Trading volume increased by 20% to reach $4.3 billion, indicating that activities on its regulated investment infrastructure remain active.

This growth was accompanied by the launch of several products, including tokenized U.S. stocks on Solana, as well as a tokenized venture capital fund on ARK Invest.

However, profitability remains a challenge.

Securitize reported a net loss of $66.3 million, compared to a profit of about $4.1 million in the same period last year.

The company stated that approximately $60 million of the losses came from mostly non-cash expenditures and accounting expenses, which were mainly related to its listing and business mergers.

After adjustment, EBITDA is -2 million US dollars, compared to +3.6 million US dollars in the same period last year.

SECZ Stocks Face New Growth Opportunities as Repurchase Initiatives Begin

As of the end of September, the company held approximately $300 million in cash and had no debts, providing flexibility for acquisitions and expansion.

At the same time, the expansion in the trading volume of tokenized stocks indicates that demand for blockchain-based financial products is surpassing that of traditional cryptocurrency markets.

Maya Bennett

Maya Bennett is a financial journalist with experience reporting on cryptocurrencies, stocks, and broader market trends. Her areas of focus include Bitcoin, major digital assets, the stock market, monetary policy, as well as economic developments that influence investor sentiment. She is adept at transforming rapidly changing market news into clear and concise reports.