Possible scenario
Consent Rule Prevails
45% Chance
The SEC is most likely to slow or narrow the OKX-ICE proposal after a coordinated objection by Microsoft, Goldman Sachs, McDonald's and other issuers. Regulators preserve the five-year pilot but require issuer consent or a formal opt-out mechanism for single-name tokenized shares.
Initial impacts
- Bitcoin Down
Secondary impacts
- Finance -0.3%
- Technology -0.2%
Tickers
- ICE-1.5%
- +0.4%
Portfolio impact
S&P 500-0.1%
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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