The Securities and Exchange Commission (SEC) just quietly dropped one of the most important announcements of the year, and almost nobody is paying attention.
While Twitter fights over Bitcoin’s next $1,000 candle, the SEC has scheduled a formal, public, on-the-record meeting to discuss how tokenized stocks should be issued, traded, and settled inside the U.S. financial system.
This is the beginning of integration.
And it’s the clearest regulatory signal we’ve seen since Paul Atkins replaced Gary Gensler as SEC Chair.
The Shift: SEC Officially Opens the Door to Tokenized Stocks
In an official press release (SEC 2025-135) published today, Nov. 25, the Commission confirmed that its Investor Advisory Committee will host a virtual public meeting on December 4 at 10:00 a.m. ET, with a dedicated panel titled:
“Tokenization of Equities: How Issuance, Trading, and Settlement Would Work with Existing Regulation.”
This is the first time tokenized equities are getting a full federal panel,including representation from:
This is Wall Street’s core infrastructure players sitting at the same table with the SEC to design the rules.
The Conversation Has Changed: From “Is It a Security?” to “How Do We Run This On-Chain?”
For years, the SEC’s posture toward blockchain was built on one question:
“Is this a security?”
Now the agenda has flipped:
“How do we issue, trade, and settle equities using blockchain rails without breaking the existing rulebook?”
According to the published agenda, the panel will explore:
- How tokenized stocks carry voting rights and dividends
- Whether natively issued tokenized equities should differ from wrapper tokens
- How Regulation NMS applies to on-chain trading
- Cross-chain interoperability for tokenized equities
- On-chain settlement, clearing, and even short selling
In other words:
The SEC is no longer debating whether tokenization belongs in markets, they’re discussing how to implement it.
Why This Matters for Crypto: The RWA Floodgates Are Opening
This meeting directly aligns with the global RWA (Real-World Assets) trend led by:
- BlackRock tokenized funds
- Ondo Finance tokenized treasuries and equities
- U.S. banks preparing to hold crypto for “gas fees” (OCC Letter 1186)
- Major financial institutions testing private/permissioned blockchains
If the SEC establishes a working model for tokenized equities, it creates the regulatory foundation for:
- Tokenized Apple stock
- Tokenized S&P 500 baskets
- On-chain settlement for brokerages
- 24/7 liquidity for traditional assets
- Shorter settlement cycles
- Fractional stock ownership without middlemen
- End-to-end on-chain brokerage infrastructure
It’s the roadmap for regulated, U.S.-compliant tokenized markets. Something Europe, Asia, and LatAm are already racing toward.
This is the U.S. catching up.
The Atkins Era Begins
This meeting is the clearest proof yet that the SEC has pivoted from the Gensler-era “Regulation by Enforcement” to the Atkins-era “Regulation by Integration.”
The fact that tokenization shares the agenda with corporate governance reforms and AI-impact disclosure shows one thing:
Tokenization is now considered a core modernization issue for U.S. markets, not a crypto side plot.
Bottom Line
December 4 won’t rewrite securities law overnight.
But it marks the moment the U.S. government began treating blockchain as financial infrastructure, not a threat.
For traders, this is bullish.
For builders, this is validation.
For institutions, this is a green light.
The SEC is no longer asking if equities will go on-chain. They’re asking how fast.
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