🕵️🕵️ Approaching With Caution
• The SEC maintains that tokenized securities must adhere to existing federal laws
• The tokenization of Real World Assets (RWA) is growing to reach a TVL of $12.7 billion (69% growth since the beginning of the year)
• Chairwoman Atkins suggests the possibility of "exemptions for innovation" while formal rules are being developed
• The GENIUS Act (expected in the second quarter of 2025) creates pathways for regulated tokenized securities
Trading Considerations
• Focus on projects that follow SEC guidelines (regulated stablecoins, compliant DeFi)
• Closely monitor advancements in tokenized ETFs for potential arbitrage opportunities
• Consider compliance infrastructure tokens (identity verification, regulatory technology)
• Expect volatility around compliance action announcements.