Possible scenario
Controlled Korean Rollout
45% Chance
KakaoPay Securities, Ondo, and Dinari proceed with a limited, compliance-focused rollout of tokenized Korean equities. The most likely path is a measured launch involving major KOSPI names, capped access, and close coordination with Korean regulators and the SEC tokenized-stock pilot.
Secondary impacts
- Finance +0.6%
- Technology +0.5%
Portfolio impact
S&P 500+0.3%
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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