▼Issuer Consent Limits Tokenized Equities

Score history

Daily conviction score, 0 to 100. Higher means the thesis is more strongly corroborated.

Now 36 · -2 since Nov 11 · ranged 36 to 38

Showing the last few days. Unlock full score history.

Why the conviction moved

• Nov 10
  Strengthened +2

  Most companies opted out of the OKX–ICE tokenized venue while crypto-aligned Robinhood opted in for its own shares, concentrating listings in crypto-friendly issuers as the thesis expects.

• Nov 8
  Strengthened +5

  Apple and Meta have rejected the OKX-ICE tokenized stock plan, and 90% of the selected companies have opted out. Strategy, Coinbase, Circle and Robinhood are among the six with no disclosed objection. Volume is set to concentrate in crypto-aligned issuers while the largest stocks stay off-chain, as the thesis predicts.

Source trail

• Supporting · November 10, 2026

  Securitize Buys River One and Robinhood Backs Tokenizing Its Own Shares on the OKX–ICE Platform as Most Companies Opt Out

  Most companies opted out of the OKX–ICE tokenized venue while crypto-aligned Robinhood opted in for its own shares, concentrating listings in crypto-friendly issuers as the thesis expects.

  CoinDesk (Securitize)

• Supporting · November 8, 2026

  Apple and Meta reject OKX and ICE's tokenized stock plan as 90% of selected companies opt out

  Apple and Meta have rejected the OKX-ICE tokenized stock plan, and 90% of the selected companies have opted out. Strategy, Coinbase, Circle and Robinhood are among the six with no disclosed objection. Volume is set to concentrate in crypto-aligned issuers while the largest stocks stay off-chain, as the thesis predicts.

  CoinDesk