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den amerikanska aktiedörren stängs snabbt för investerare på fastlandet:
1. Offshore-konton kräver nu personliga HK-besök och striktare KYC
2. mäklare som Futu, Tiger nu avnoterad från CN App Store
3. CRS-information utlöste nu 20 % försenade skatteräkningar – börja från att användare som investerat över 1 miljon+ får meddelanden
4. $50K FX-tak begränsar utgående kapital
Det brukade vara ett liv – men det var värt det.
nu? Inte så mycket.
Onchain-aktier spricker fortfarande.
men ingen bank, ingen valuta, tvetydig skatt?
där möjligheten sipprar in.
8 juli 2025
a semi-weird angle on tolerance for tokenized stocks:
it's (tax saved by going onchain) + (DeFi revenue) v.s. premium paid onchain for reliable asset
real talk, what's the actual value prop of tokenized equities atm?
- NOT accessibility: Europe & Asia have mature brokers (IBKR, Saxo, Futu, Tiger...)
- NOT 24/7: unless you’re a high-frequency(now no liquidity) or news-driven, no one really cares
the real (slightly taboo) adoption drivers:
1. tax arbitrage — buying on DEX can be somewhat “liberating”
2. deFi composability — TradFi stocks ≠ money, but in DeFi it is. you can collateralize, loop, plug into any smart contract
it’s not just that "stocks are accessible globally”,
it’s that stocks become programmable, composable assets.
yes, liquidity poor, premiums high.
MMs don’t want to LP in AMMs, 35–50+bps doesn't worth it as they'll get picked off on news during the weekend.
offchain price discovery will just fundamentally introduce that difficulty.
but in every chicken–egg problem,
someone’s got to kickstart it.
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