Possible scenario
Orderly February Launch
45% Chance
The Financial Services Commission proceeds with a controlled launch in February 2027, using regulated brokerage accounts, Korea Exchange-linked trading infrastructure, and Korea Securities Depository custody standards. This is the most likely path because South Korea has spent years moving from Musicow and Terra-era enforcement toward supervised tokenized securities rules.
Secondary impacts
- Finance +1.0%
- Technology +0.6%
- Business Services +0.3%
Portfolio impact
S&P 500+0.4%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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