Bernstein: Improvement in the Regulatory Environment Will Drive the Arrival of the 'Equity Tokenization Wave'

By: theblockbeats.news|2025/07/07 21:26:51

BlockBeats News, July 7th. Despite facing opposition from OpenAI, Robinhood still launched its tokenized stock product in a high-profile event at last week's Cannes. The controversial OpenAI private equity token was classified as a derivative. Bernstein analysts pointed out that the company is betting on SEC policy support and the passage of the "CLARITY Act" to open up the tokenized asset market.

Bernstein analysts believe that despite the attention brought by the Robinhood-OpenAI dispute, an improvement in the regulatory environment will drive the arrival of the "equity tokenization wave." While privately held companies like OpenAI and SpaceX already have liquidity in the private market, there is still strong demand to tokenize illiquid private assets. "Robinhood has successfully attracted market attention to the concept of tokenization through this launch. The company will continue to optimize its products, aiming to establish a stock trading platform for both public and private companies globally and in the U.S. market (once regulatory approval is obtained).

1. On-chain Volume: $34.0M USD inflow to Hyperliquid today; $29.3M USD outflow from Arbitrum 2. Biggest Gainers and Losers: $FAI, $ARC 3. Top News: Today, the crypto market rebounded against the trend, with a macro hedge whale holding long positions in gold and silver and shorting crypto, resulting in a $500k USD loss for the day

Interpreting the Anthropic vs. War Department Conflict: What Does Trump Intend to Do?

In the coming decades, our freedom may be more fragile than we think

Nasdaq Moves In, Predicts Market Has Reached Mainstream Inflection Point

Predictive trading is no longer just an experiment in the crypto space or a niche market but is starting to be integrated into the product suite of traditional trading platforms.

After a 48-hour ban, Claude reached the top of the App Store

Just the day before, ChatGPT was sitting right there

If this is the beginning of the triple halving, what are top investors saying about what to expect?

Hormuz Strait Blockade, Capital War, Oil and Bitcoin

Wall Street Rings Inflation Alarm Bells Amid Iran Tensions, What Does It Mean for Cryptocurrency?

Interest rates have remained stubbornly high, posing a challenge to the cryptocurrency bull case.

Qwen Open Source Model Enters Mobile, Nasdaq Tests Water Prediction Market, What's the Overseas Crypto Community Talking About Today?

What Was the Hottest Topic Among Expats in the Last 24 Hours?

MegaETH Co-founder: 48 Hours After Escaping Dubai, I Reassess the Entire Crypto Scene

The global environment is not favorable to us, but in the long run, it may be favorable to us.

Morning Report | Strategy increased its holdings by 3,015 bitcoins last week; BitMine increased its holdings by 50,928 ETH last week; Vitalik elaborated on the Ethereum execution layer roadmap

March 2 Market Key Events Overview

Why is it said that there are structural opportunities in encrypted AI?

When centralized AI falls into the dilemma of regulation and trust, Crypto + AI will become a structural escape route for safeguarding data and sovereignty in a multipolar world.

Make Probability an Asset: A Forward-Looking Perspective on Predictive Market Agents

The predictive market agents are expected to present early prototypes in early 2026, likely becoming an emerging product form in the field of agents in the following year.

Consumer application issues

The truly outstanding applications will not ask people to "use cryptocurrency," but will provide practical and better solutions to the problems that people already face.