⚖️ SEC proposes rules for blockchain and tokenized securities
The SEC proposed the biggest update to transfer agent rules in 40 years, recognizing blockchain as the official record for tokenized securities. The proposal is technologically neutral, opens a 60-day comment period, and could be finalized in 2027.
📊 Impact in the short and medium term
Short: the news is already priced in (XRP at $1.38, no rally). It’s narrative validation, not an immediate catalyst.
Medium: the change is structural. More clarity for issuers, competition among transfer agents, and greater institutional adoption. Risk: Rule 17ad-31 could increase compliance costs.
🔍 Projects to review
· $XRP : Ripple expands tokenization infrastructure (ZILO, Liquido), pilot with Mastercard, Ondo and JPMorgan.
· Ethereum, Solana, BNB Chain: Grayscale identifies them as beneficiaries; BNB Chain reached a record $19B in tokenized assets in July.
· $XLM : Stellar, with a compliance-focused approach and an association with DTCC, is well positioned.
· $ONDO : participates in pilots with Ripple, Mastercard and JPMorgan; it’s a key name in RWA.
The proposal is a structural change in the medium term. Projects like XRP, ETH, SOL, BNB, XLM and ONDO deserve monitoring, but it’s an opportunity to position, not a short-term trade.
Which project do you find most interesting? 👇
#xrp #solana #BNBChain #stellar #ONDO
The SEC proposed the biggest update to transfer agent rules in 40 years, recognizing blockchain as the official record for tokenized securities. The proposal is technologically neutral, opens a 60-day comment period, and could be finalized in 2027.
📊 Impact in the short and medium term
Short: the news is already priced in (XRP at $1.38, no rally). It’s narrative validation, not an immediate catalyst.
Medium: the change is structural. More clarity for issuers, competition among transfer agents, and greater institutional adoption. Risk: Rule 17ad-31 could increase compliance costs.
🔍 Projects to review
· $XRP : Ripple expands tokenization infrastructure (ZILO, Liquido), pilot with Mastercard, Ondo and JPMorgan.
· Ethereum, Solana, BNB Chain: Grayscale identifies them as beneficiaries; BNB Chain reached a record $19B in tokenized assets in July.
· $XLM : Stellar, with a compliance-focused approach and an association with DTCC, is well positioned.
· $ONDO : participates in pilots with Ripple, Mastercard and JPMorgan; it’s a key name in RWA.
The proposal is a structural change in the medium term. Projects like XRP, ETH, SOL, BNB, XLM and ONDO deserve monitoring, but it’s an opportunity to position, not a short-term trade.
Which project do you find most interesting? 👇
#xrp #solana #BNBChain #stellar #ONDO
