Coinbase, Robinhood, Circle lead SEC tokenization winners — SkimNews
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- Goldman Sachs and Citizens analysts identified Coinbase, Robinhood, and Circle as early winners of the SEC's tokenized-stock push.
- The SEC's move opens new opportunities in custody, tokenization infrastructure, and stablecoin settlement, while giving brokers room to expand onchain products.
Why it matters: Analysts at Goldman Sachs and Citizens pinpoint custody, tokenization infrastructure, and stablecoin settlement as the three opportunity areas unlocked by the SEC's move. Coinbase, Robinhood, and Circle are positioned to capture them first, while traditional brokers gain regulatory room to expand onchain products.
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