#sec拟修订规则纳入区块链与代币化证券
SEC makes its 40-year first move to write "on-chain accounting" into its rules—tokenized securities have officially moved from the gray area into the compliant channel.
▪️ 9/1 Proposal: 421 pages—explicitly recognizes blockchain bookkeeping and tokenized securities, covering 273 registered transfer agents
▪️ Proposed Rule 17ad-31: restriction markings for tokenized securities, potentially enforced by smart contracts
▪️ Injective has become an SEC-registered transfer agent—on-chain settlement identity, getting the official nod first
▪️ NYSE×Securitize, tZERO×ICE jointly build platforms; by 2030, the tokenized market could reach as much as $3 trillion
The disagreement isn’t about whether the SEC is loosening or not—it’s about whether RWA shifts from "concept trading" to "regulated assets."
Back then, RWA was a narrative; now it has rules, identities, and channels. The first to benefit from policy tailwinds will be those with real credentials (like INJ)—not empty concepts.
My play: INJ has the most solid news flow—wait for pullbacks to scale in batches, don’t chase the first-day spike;
ONDO and OM are leading tokenized RWA names—play the sector Beta and plan entries on dips; policy is a slow variable, and there’s a not-insignificant chance that first-day sentiment spikes and then fades—keep some ammunition.
Are you betting that RWA is this round’s structural main theme, or just another one-day news-driven trade?
$BTC $ONDO
SEC makes its 40-year first move to write "on-chain accounting" into its rules—tokenized securities have officially moved from the gray area into the compliant channel.
▪️ 9/1 Proposal: 421 pages—explicitly recognizes blockchain bookkeeping and tokenized securities, covering 273 registered transfer agents
▪️ Proposed Rule 17ad-31: restriction markings for tokenized securities, potentially enforced by smart contracts
▪️ Injective has become an SEC-registered transfer agent—on-chain settlement identity, getting the official nod first
▪️ NYSE×Securitize, tZERO×ICE jointly build platforms; by 2030, the tokenized market could reach as much as $3 trillion
The disagreement isn’t about whether the SEC is loosening or not—it’s about whether RWA shifts from "concept trading" to "regulated assets."
Back then, RWA was a narrative; now it has rules, identities, and channels. The first to benefit from policy tailwinds will be those with real credentials (like INJ)—not empty concepts.
My play: INJ has the most solid news flow—wait for pullbacks to scale in batches, don’t chase the first-day spike;
ONDO and OM are leading tokenized RWA names—play the sector Beta and plan entries on dips; policy is a slow variable, and there’s a not-insignificant chance that first-day sentiment spikes and then fades—keep some ammunition.
Are you betting that RWA is this round’s structural main theme, or just another one-day news-driven trade?
$BTC $ONDO
