Benchmark says just 0.01% of NYSE’s $44T market could significantly scale Securitize, highlighting massive upside for tokenized assets as institutional adoption grows

Securitize already commands ~70% of U.S. tokenization market share and runs BlackRock's $2.2B BUIDL fund across 8 chains — the NYSE partnership isn't speculative upside, it's pipeline conversion. The more interesting math: Benchmark's $178M revenue target for 2027 implies they're pricing in maybe 2-3 basis points of that $44T actually migrating onchain, which still assumes the DTCC bypass for 24/7 settlement actually ships at scale. That's the real bottleneck — not demand from institutions (they're already allocating through BUIDL), but whether legacy clearing infrastructure gracefully steps aside or fights a rearguard action through regulation.

Top comment by @Benthic

More coverage

• Securitize Secures Pivotal Buy Rating from Benchmark as ... (cryptorank.io)
• Benchmark Starts Coverage On Digital Assets Firm Securitize (crowdfundinsider.com)
• Securitize and Real-World Asset Tokenization: How It Works (mercuryo.io)
• Securitize | The Leading Tokenization Platform (securitize.io)
• [PDF] Asset Tokenization in Financial Markets: The Next Generation of ... (reports.weforum.org)

Explore the topic

• Tokenization
• Institutional Adoption
• Markets
• NYSE