Securitize Corp (Derivatives) (SECZ)

July is coming to an end, making it the perfect time to summarize everything that happened across the @redstone_defi ecosystem and community this month.

1. TradFi Meets Web3:
The $SECZ listing on the NYSE was easily the biggest event RedStone was involved in this month. I wrote a detailed article about it, so if you want to dive deeper, check the link in the comments. Securitize made history with its NYSE listing, and RedStone is proud to serve as its primary oracle partner. Together, we co-designed the TSSO (Trusted Single Source Oracle) standard, delivering reliable price feeds for $SECZ, BUIDL, ACRED, and other institutional NAVs across Web3.

2. Key Integrations & Standards:
- SEP-40 Live on Stellar:
RedStone officially implemented Stellar’s SEP-40 oracle standard, bringing standardized, high-frequency oracle feeds for RWA assets directly to the Stellar ecosystem.
- Morpho Midnight Integration:
Morpho unveiled Midnight, its new non-custodial, fixed-rate, fixed-maturity lending protocol. RedStone sits

: : Securitize, Inc. (SECZ) — Initiating Coverage
Written by @ponyo_fp

- We initiate coverage of @Securitize Corp. with an Outperform (Speculative) rating and a price target of $14.50, the probability-weighted intrinsic value of our scenario DCFs, approximately 96% above the $7.41 close of July 8, 2026. The target weights bear, base, and bull intrinsic values of $3.93, $13.04, and $28.16 at 25/50/25. The catalysts that force price discovery are the Q2 2026 print and the first equity-tokenization revenue. The shares have fallen approximately 40% since the July 2 debut on no company-specific news, a move we and press coverage attribute to post-SPAC investor rotation through a thin float. At $7.41 the market pays 0.51x our weighted value and 0.57x our base-case DCF value, with the equity-tokenization option priced at zero. Prices are as of the July 8 close; the stock has since held near that level, closing July 21 at $7.54.

- Tokenized real-world assets reached $31.93B as of June 2026, up 164% year-over-year,