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Crypto陈
先泼点冷水，我不把“SEC创新豁免”当成股票代币化的通行证。据PANews转述记者报道，IBM、Oracle、Intel和IonQ新增反对OKX与ICE Markets据此将其股票代币化，反对发行方已达26家。我对这条赛道的短期预期偏空。
理由有两个：26家反对，说明发行方阻力不能忽略；如果异议需要逐一协调，那么产品落地节奏可能被拖慢。另一个是，代币能交易，不等于持有人权利就清楚；如果权利边界模糊，我推测普通用户的参与意愿也会打折。
看多的人也可能对。如果SEC明确可行边界，发行方异议得到处理，持有人权利安排清晰，我会改口。就这26家反对，大家对股票代币化站多还是站空？说说你判断的理由。
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