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la porte des actions américaines se ferme rapidement pour les investisseurs du continent :
1. les comptes offshore nécessitent désormais des visites en personne à HK et un KYC plus strict
2. des courtiers comme Futu, Tiger sont désormais retirés de l'App Store CN
3. les informations CRS déclenchent désormais des factures fiscales en retard de 20 % — commencent à partir des utilisateurs ayant investi plus de 1M+ recevant des avis
4. le plafond de 50K $ en FX limite le capital sortant
c'était autrefois un vrai défi — mais ça en valait la peine.
maintenant ? pas tant que ça.
les actions onchain continuent de se fissurer.
mais pas de banque, pas de FX, fiscalité ambiguë ?
d'où l'opportunité qui s'infiltre.
8 juil. 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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