According to Woofun AI, the stock price of asset tokenizer Securitize Corp. (SECZ.US) fluctuated sharply in after-market trading on Monday, reaching 12.20%, and the closing price jumped from $6.97 to $7.82.
This market reaction was directly attributed to the company's third-quarter financial data and its strategic move to announce the acquisition of credit infrastructure company River One. Despite facing huge book losses, revenue growth and business expansion expectations have contributed to a rapid recovery in investor confidence.
Based on an in-depth analysis of its financial performance, Securitize achieved a 13% year-on-year increase in revenue in the third quarter, totaling US$18.6 million. This growth trend is in sharp contrast to the second quarter, where revenue fell 5% year over year to just $14.4 million.
However, the lack of profitability was still significant, with a net loss of $66.3 million for the period and $0.41 per diluted share. Notably, Securitize emphasized that approximately 90% of this $66.3 million loss was not due to operating cash losses, but from non-cash expenses and accounting changes associated with business mergers and public listing.
According to data compiled by Woofun AI, the company's core business metrics showed strong performance. The average size of tokenized assets rose 39% year over year to reach $5 billion, a record high within the company's internal history. To boost shareholders' confidence, the board also approved a $50 million share repurchase program.
From a structural point of view, the rebound in revenue and the expansion of asset size indicate that its underlying business logic is gradually working, while non-cash losses reflect more short-term pain at the capital operation level.
The more critical variable is the expansion of its strategic footprint. Securitize announced it has reached a final agreement to acquire River One nurtured by Framework Ventures and supported by Maple Finance. Established in 2025, River One focuses on connecting stablecoin funds to traditional lending markets. Its core business is warehouse financing supported by loans, accounts receivable, and other asset portfolios that generate income. In practice, River One uses stablecoin funds to support financing projects, while borrowers use ordinary dollars to borrow and repay loans. This design allows traditional institutions to enjoy the improved financing efficiency brought by blockchain technology when they can hardly sense the existence of cryptocurrencies, while maintaining traditional credit approval standards and legal guarantees.
The deal is expected to close in the fourth quarter. Securitize Chairman and CEO Carlos Domingo pointed out that River One has an excellent team and deep expertise in asset-backed financing and blockchain technology, which will enable Securitize to participate in the asset origination and lending markets. By combining Securitize's tokenized infrastructure with River One's warehouse financing technology, the two companies are expected to help various institutions bring financial assets onto the chain and use these assets to obtain financing through an integrated platform.
The move aims to enter the $6 trillion global private asset-backed financing market, open up huge new markets for Securitize, provide higher-value services, explore more revenue streams, and further enhance the profitability of the entire platform.
The acquisition marks a key step in Securitize's transformation from a simple asset tokenization service provider to a comprehensive financial infrastructure provider. By integrating River One's technology, Securitize not only gained new financing channels, but was also able to provide asset-backed loan services based on the existing tokenized asset business.
This model effectively bridges the gap between traditional finance and the crypto economy, enabling stablecoin funds to flow more smoothly into high-quality assets in the real economy. As the deal progresses, Securitize is expected to significantly expand its revenue stream and increase profitability while maintaining compliance. This is another big step in the Web3 financial infrastructure sector after its tokenized assets surpassed $5 billion, and indicates that the deep integration of tokenized assets with traditional credit markets is accelerating.