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Coinbase, Robinhood, Circle could be early winners of SEC's tokenized-stock push, analysts say

September 20, 2026 1 min readBy CoinDesk
Coinbase, Robinhood, Circle could be early winners of SEC's tokenized-stock push, analysts say

Goldman Sachs and Citizens analysts said the agency's move create new opportunities in custody, tokenization infrastructure and stablecoin settlement, while giving brokers room to expand onchain products.

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