In this episode, Brett Winton and Lorenzo sit down with Carlos Domingo, CEO and co-founder of Securitize, to explore how blockchain infrastructure is transforming capital markets. As a pioneer in the tokenization space, Carlos unpacks what it means to issue native securities—like stocks, bonds, and credit funds—on chain and why the modernization of legacy financial systems is long overdue. Carlos details Securitize’s role as a registered transfer agent and broker-dealer, their regulatory journey with the Securities and Exchange Commission (SEC), and why native tokenization (not synthetic derivatives) is essential for future growth. They discuss the promise of 24/7 trading, peer-to-peer transfers, composability with decentralized finance (DeFi) protocols, and the global democratization of financial access—especially in markets underserved by traditional systems. The episode also dives into the tension between blockchain-native systems and financial incumbents, the logic behind Securitize’s decision to go public via a special purpose acquisition company (SPAC), and the asset classes best suited for tokenization—from treasuries to public equities and beyond.

(00:00:00) Why capital markets need a blockchain-based ledger upgrade

(00:05:46) How tokenization improves global accessibility and financial user experience

(00:07:35) Real-world examples: Tokenized treasury and credit funds

(00:10:29) Understanding how ownership works: DTCC, transfer agents, and blockchain

(00:17:08) Global appetite for tokenized stocks, following stablecoin adoption

(00:18:24) Tokenizing private equity and venture capital for broader access

(00:25:34) How Securitize tokenizes assets the right way—with issuer involvement

(00:28:55) Regulatory clarity accelerates tokenization adoption

(00:30:08) Open blockchain infrastructure unlocks composability and innovation

(00:35:50) Where Securitize fits in the capital markets stack

(00:37:13) Projecting tokenized assets: From $4.6B to $200B assets under management (AUM)

(00:39:46) Why Securitize stays blockchain-agnostic despite protocol growth

In this episode of The Brainstorm, we delve into the groundbreaking advancements in gene editing, focusing on its potential to transform healthcare. We explore the shift from treating rare diseases to tackling common killers like cardiovascular disease, and discover how CRISPR technology is paving the way for a new era in medical treatment.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

• CRISPR-based gene editing is moving from treating rare diseases to addressing common conditions like cardiovascular disease.
• The transition from ex vivo to in vivo gene editing could simplify treatment processes significantly.
• Lipid nanoparticle delivery is a key advancement enabling in vivo gene editing.
• The potential market for in vivo gene editing treatments is vast, with significant implications for healthcare costs and patient outcomes.

To learn more about WOLF: https://wolf.financial

To learn more about Public: https://public.com/

Relevant Links:

https://www.ark-invest.com/newsletters/issue-491

In this episode of The Brainstorm, we dive into the high-stakes battle between Netflix and Paramount over the acquisition of Warner Brothers, exploring the implications for the streaming industry. We also discuss Elon Musk's ambitious plans for space-based data centers and the potential impact on global technology infrastructure.

If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Wolf.financial, and sponsored by Public. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.

Key Points From This Episode:

• The episode explores the intense competition between Netflix and Paramount for the acquisition of Warner Brothers, highlighting the strategic moves and potential outcomes.
• Discussion centers around Elon Musk's plans for launching space-based data centers, aiming to revolutionize global data infrastructure.
• The conversation delves into how these acquisitions and technological advancements could reshape the streaming landscape and consumer experiences.
• The episode concludes with insights into the broader impact of these developments on the future of entertainment and technology sectors.

To learn more about WOLF: https://wolf.financial

To learn more about Public: https://public.com/