Coinbase, Robinhood, Circle could be early winners of SEC's tokenized-stock push, analysts say
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Goldman Sachs and Citizens analysts say the SEC’s tokenized‑stock initiative positions Coinbase, Robinhood and Circle as early beneficiaries, creating fresh demand for
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.