The SEC Opened the Door to Tokenized Stocks. Now Comes the Hard Part: Liquidity.
Bev Tan
·
Sep 23, 2026
The SEC has introduced a five-year Innovation Exemption for tokenized US stocks trading via permissioned AMMs. This hybrid framework highlights market making, depth, and cross-venue hedging as the critical drivers of tokenized equity adoption.
Industry Analysis
Bitcoin and the Hormuz Binary: Ceasefire Mechanics and the Price of Escalation
Derek Lim
·
Apr 8, 2026
Industry Analysis
Private Credit Contagion and the DeFi Credit Thesis
Derek Lim
·
Apr 1, 2026
Industry Analysis
The Permanence Question: U.S. Crypto Regulation and the 2026 Midterms
Derek Lim
·
Mar 25, 2026
Industry Analysis
The CLARITY Act and the Bifurcation of Digital Asset Markets
Derek Lim
·
Mar 18, 2026
Industry Analysis
The Case for Bitcoin at $68,000
Derek Lim
·
Mar 11, 2026
Industry Analysis
The Caladan Weekly | War, Oil, and Liquidity: What the Iran Escalation Means for Crypto and Markets
Derek Lim
·
Mar 4, 2026
Industry Analysis
The Caladan Weekly | Bitcoin Is Trading Like Software Stocks. Here's Why That Matters.
Derek Lim
·
Feb 25, 2026
Industry Analysis
The Caladan Weekly | The $2B Question: Why Crypto Buybacks Aren't Working, and What Would
Derek Lim
·
Feb 11, 2026
Industry Analysis
The Caladan Weekly | What Trump’s Fed Pick Means for Bitcoin
Derek Lim
·
Feb 4, 2026
Industry Analysis
The Caladan Weekly | Gold and Silver Captured the Debasement Trade, But Bitcoin Didn't. Here’s Why (And What Happens Next)
Derek Lim
·
Jan 27, 2026
Industry Analysis
From Pools to Vaults: The $21B RWA Wave Reshaping Onchain Lending
Derek Lim
·
Jan 20, 2026
Industry Analysis
Weekly
2026 Institutional Outlook Predictions Based on Who Was Right in 2025
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