2026-01-20 04:24:36

Global financial markets today are ushering in several major events. The U.S. Supreme Court will make a final ruling on the legality of the Trump administration's tariff policies, which directly impacts a potential $130 billion in refunds and the global trade landscape. Meanwhile, traditional capital markets are accelerating their move into the blockchain space.

**NYSE's Tokenization Ambitions**

The New York Stock Exchange has officially submitted an application to the SEC, planning to develop a new blockchain platform. The goal of this platform is clear: support 7×24 trading of U.S. stocks and ETFs, as well as real-time settlement. Digital securities on the platform will exist in token form, but shareholders' dividend rights and governance rights will be fully preserved. This is NYSE's direct response to the vision of tokenizing stocks on a leading DEX platform.

**Policy Dilemma**

The Supreme Court's ruling has become the market's focus. If the court determines that the Trump administration's tariffs under the International Emergency Economic Powers Act (IEEPA) are unconstitutional, the government will face enormous refund obligations. The White House has prepared a "Plan B"—if they lose, they will first impose a temporary 10% tariff as a transition, to stabilize market expectations.

**Bitcoin's New Identity**

Even more surprisingly, the White House has confirmed that it has not sold the BTC confiscated from Samourai Wallet. The Department of Justice is working with White House legal advisors to explore officially listing these bitcoins as part of the U.S. government's assets and liabilities, as "strategic reserve assets." This could elevate Bitcoin to a status similar to gold and foreign exchange reserves. This shift reflects the U.S. government's renewed recognition of the strategic value of digital assets.

BTC-3,58%

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SchrodingerGas

· 14h ago

The NYSE's recent moves are essentially forced entries, fearing being overtaken by DEXs. Now this rhetoric of "dividend rights and governance rights are all intact"... just listen to it; when the time comes, it will still depend on how the SEC plays it. The government classifying BTC as strategic reserves is really just whitewashing "confiscated goods" into "national assets." From a game theory perspective, it's a win-win—legitimacy plus liquidity expectations. Will the market buy into this? 130 billion tax rebate pressure vs. 10% temporary tariffs, this is a classic "rational expectation game." The White House has long calculated the public opinion costs; it all depends on how the courts rule. Gas wars are not as intense as this policy war; it feels like a big market move is coming.

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ResearchChadButBroke

· 14h ago

Is the NYSE going on the blockchain? Wall Street really can't sit still anymore. BTC has been included in strategic reserves... The US government has finally acknowledged it. 130 billion in tariff rebate pressure, feels like a big game is unfolding. Wait, are the confiscated bitcoins still going to be kept? That's interesting. Can the Supreme Court's ruling this time be made without delay? It directly affects the market rhythm. 24/7 trading is here, now retail investors have no excuse to say the market is unfair.

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PriceOracleFairy

· 14h ago

ngl the nyse tokenization play is lowkey genius... but that 24/7 trading claim? lol give it 6 months before liquidity dries up at 3am utc and we see some gnarly price deviations

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MEVHunter

· 14h ago

ngl the nyse tokenization play is just traditional finance realizing they're getting sandwiched by defi... watched the mempool long enough to know when legacy money finally admits defeat lol

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ColdWalletAnxiety

· 14h ago

The NYSE is really going all in, directly challenging DEXs. Traditional finance is about to be forced to modernize. Wait, is Bitcoin going to be included in the US national balance sheet? Are they planning to treat BTC like the US dollar? The key is the ruling on tariffs, which will directly impact market expectations. Let's wait and see how the Supreme Court rules. The $130 billion tax rebate pressure, the White House's backup plan, is really playing hard. The tokenization of the NYSE has been successful, with 24-hour trading—this is really impressive. Equity dividends are preserved, just waiting to see how the SEC approves. The government holding onto seized BTC without selling—are they daring enough to eat a leopard's guts? With this series of policy combinations, the boundaries between the crypto world and the stock market are about to blur.

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OnchainGossiper

· 14h ago

The NYSE has started playing on-chain, traditional finance is really scared now. Is the US government stockpiling BTC as a reserve asset? The plot twist is quite intense. Once the tariff ruling is out, 130 billion is right in front of us. Someone is about to suffer heavy losses. 24/7 trading? This is pushing the head DEX platforms to short squeeze, haha. The Americans are really treating Bitcoin as a "strategic asset." What does that mean? This move by the NYSE will force traditional exchanges to be downgraded across the board. The White House is no longer selling BTC, the attitude shift is very obvious. If they lose at the Supreme Court over tariffs, how uncomfortable will the White House be? Tokenized US stocks are coming. This time, traditional capital is really getting a bit desperate. BTC on the balance sheet? I think this signal is quite unusual.

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SellTheBounce

· 14h ago

The NYSE is doing tokenization, to put it nicely, but it's really just trying to steal DEX business. Just wait, once regulation comes, everything will be ruined. The government hoarding BTC as reserve assets? Laughable, that's a sign of high-level capitulation. History shows that when officials buy, prices fall. If the tariff case loses, the 10% transitional tariffs will still be used to fleece investors. There is no real "stability" in the market, only an illusion that hasn't collapsed yet. Sell on rebounds—that's the first lesson in trading. Wait for a lower point, don't rush.

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