Regulation· ★★★· bullish·

Bitwise CIO compares tokenization boom to early Nvidia AI rally

  • Hougan compared tokenization to Nvidia's rise from $16 in 2022 to $219 now
  • SEC created a pathway for trading US tokenized stocks on public blockchains
  • S&P Global agreed to acquire smart contract developer OpenZeppelin
  • The SEC exemption is temporary — up to 5 years, with limits on share count and volume
Why it matters: A signal of institutional recognition for tokenization: the S&P deal and SEC rules could accelerate capital inflows into on-chain assets.
Source: The Coin Republic