Coinbase, Robinhood, Circle could be early winners of SEC’s tokenized-stock push, analysts say

Coinbase, Robinhood, Circle could be early winners of SEC’s tokenized-stock push, analysts say

Özet: Kripto piyasasında önemli gelişmeler yaşanıyor.

The SEC’s tokenized-stock experiment may be narrow for now, but analysts are already pointing to Coinbase (COIN), Robinhood (HOOD) and Circle (CRCL) as potential beneficiaries if more U.S.

The Securities and Exchange Commission’s five-year innovation exemption creates a path for tokenized U.S.

stocks to trade through automated market makers on public blockchains.

To qualify, the tokens must preserve shareholder rights such as dividends and voting, while venues face limits on trading volume and the number of stocks they can offer.

Goldman Sachs said Coinbase could benefit across several parts of its business.

Its existing tokenized-equity offering already has many of the characteristics required by the SEC, including shareholder rights and dividends comparable with the underlying stock, the analysts said.

Coinbase CEO Brian Armstrong also said earlier this week that voting rights are “coming soon,” a key piece in giving token holders the same rights as investors in the underlying shares.

Coinbase also has an institutional custody business and Coinbase Tokenize, which provides infrastructure for other firms putting assets onchain, the Goldman report added.

Analysts at Citizens similarly highlighted Coinbase’s reach across custody, tokenized assets, stablecoins and its Ethereum-based blockchain Base.

Analiz: Piyasa hareketliliği devam ediyor.