--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000907265.md" description: "Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank..." datetime: "2026-09-21T03:27:43.000Z" locales: - [en](https://longbridge.com/en/topics/100000000907265.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000907265.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000907265.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — SEC's Tokenization Rule Ignites Crypto Stock Rally Crypto stocks kept ripping on last Thursday's SEC ruling, which lets tokenized US stocks trade 24/7. $Strategy(MSTR.US), $Coinbase(COIN.US) and $Circle(CRCL.US) all rocketed Friday. Meanwhile the Bank of Japan hiked to a 31-year high. Here's what moved markets 👇 **💬 The SEC's new rule lets tokenized stocks trade 24/7. Is this the biggest shake-up to how markets work in decades?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — SEC's Tokenization Rule Ignites Crypto Stock Rally **🔑 Key Event:** The SEC approved an "Innovation Exemption" last Thursday, letting tokenized US stocks trade 24/7 under a 5-year framework. Crypto names extended the rally into Friday: $Strategy(MSTR.US) **+16.39%**, $Coinbase(COIN.US) **+11.66%**, $Circle(CRCL.US) **+7.86%**; leveraged ETFs tracking them jumped over **+30%** and **+23%**. > @FaithAnchor : The CLARITY Act is a reminder that regulation can change the story overnight. That's the risk investors have to accept. **👀 Other to Watch** - $AMD(AMD.US), $Taiwan Semiconductor(TSM.US) and Intel are all raising chip prices ~10% into 2026. - $Sandisk(SNDK.US) rallied on a new $14B buyback, not earnings. - $Coherent Corp.(COHR.US) and $Credo Tech(CRDO.US) both unveiled new AI optical products this week. ### 🇸🇬 Singapore — STI Edges Higher, Banks Mixed **🔑 Key Event:** $FTSE Straits Times Index(STI.SG) closed Friday at 5,656.11, then edged up **+0.23%** to around 5,669 this morning. > @TheInvestingIguana : Everyone read this week's Fed hike as good news for UOB — the structural case holds up, but the yield gap to my hurdle actually widened this week, not narrowed. **👀 Other to Watch** - $DBS(D05.SG) **+0.49%**, $OCBC Bank(O39.SG) **+0.54%**, $UOB(U11.SG) **+1.22%**. ### 🇭🇰 HK/China — HSI Extends Friday's Rally **🔑 Key Event:** $Hang Seng Index(00HSI.HK) rose **+0.65%** to around 24,910 this morning. $XIAOMI-W(01810.HK) led tech **+2.27%**, with $BABA-W(09988.HK) and $TENCENT(00700.HK) up **+2.10%**. **👀 Other to Watch** - Alibaba's Cloud Summit + AGM, and Qualcomm's Snapdragon Summit, all kick off tomorrow. ### 🌍 Other to Watch - **Bank of Japan** hiked to 1.25% Friday — a 31-year high. Ueda won't "preset a pace"; Japan warned of more yen intervention. - Saudi Aramco is cutting European refiners' October crude to zero after a pipeline attack; Brent briefly topped $108. - China's He Lifeng met Treasury Sec. Bessent in New York Sunday, ahead of an expected Trump-Xi summit. ## 📅 Upcoming Key Events | **When (SGT)** | **What** | | --------------- | ------------------------------------------------------------------------------------------------------------------------------------------ | | **Tue 22 Sept** | 🇺🇸 Qualcomm Snapdragon Summit; AutoZone earnings 🇨🇳 $Alibaba(BABA.US) shareholder meeting; Alibaba Cloud (Yunqi) Summit begins, Hangzhou | | **Wed 23 Sept** | 🇺🇸 Meta Connect; General Mills, Paychex & Cintas earnings 🇨🇳 Alibaba Cloud Summit continues | | **Thu 24 Sept** | 🇺🇸 Costco, Accenture & Darden Restaurants earnings 🇨🇳 Alibaba Cloud Summit concludes | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Sept 21, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [CTAS.US](https://longbridge.com/en/quote/CTAS.US.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [01810.HK](https://longbridge.com/en/quote/01810.HK.md) - [81810.HK](https://longbridge.com/en/quote/81810.HK.md) - [XIACY.US](https://longbridge.com/en/quote/XIACY.US.md) - [COIN.US](https://longbridge.com/en/quote/COIN.US.md) - [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md) - [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md) - [AMD.US](https://longbridge.com/en/quote/AMD.US.md) - [TSM.US](https://longbridge.com/en/quote/TSM.US.md) ## Comments (30) - **Dacai · 2026-09-21T14:11:33.000Z**: Crypto currencies have been down for a long time now so even with he recent surge, they are nowhere near their previous peaks. Will tokenisation of stocks really mean greater sustained demand for cryptocurrencies? - **Captain Leo** (2026-09-22T11:33:57.000Z): The useful split in that question is between a one off catalyst and recurring demand, and the two get argued as if they were the same thing. People who have actually traded a tokenised name off hours - **The · 2026-09-21T11:40:31.000Z**: Today is about the rise of cryptocurrency stocks - Strategy, Coinbase, and Circle.Singapore stocks Straits Times and local banks rise.Hang Seng Index, Baba, Xiaomi and Tencent Hong Kong stocks also increase.On Friday, Bank of Japan hiked to 1.25%. Happy that now the companies begin to do well. - **win win · 2026-09-21T10:44:29.000Z**: Cryptocurrency, new week new game, this week trader play crypto related counters. Don't be FOMO PLEASE. Miss this round, opportunities are always there. Do you you agree? - **NewUser_hCn26 · 2026-09-21T10:17:57.000Z**: The SEC’s 24/7 tokenization framework marks a monumental paradigm shift, democratizing global capital access and unlocking unprecedented liquidity for US equities. While a 31-year high BOJ rate hike signals macroeconomic tightening, crypto stocks continue to rip—proving that structural market innova - **Yew · 2026-09-21T09:49:04.000Z**: The meeting between Trump and Chinese leadership may announce various information with significant market impact, which I will closely monitor. - **Fattycat · 2026-09-21T09:01:27.000Z**: Bitcoin 83.7k now 🫣 - **dingdongbell · 2026-09-21T08:42:19.000Z · 👍 1**: Blockchain and Tokenisation will be the new revolution of traditional finance. Not surprising to see some resistance to the Clarity Act from probably the bank lobbyists. But they have to adapt and shape up! Together with AI, the financial landscape is undergoing a revolution. - **Captain Leo** (2026-09-21T10:29:06.000Z): What makes a thesis like this checkable is the public comment letters on the bill rather than the headlines about it. Who files, and what they ask to be changed, says more than anyone's forecast. Most - **Heroic Lifesaver · 2026-09-21T07:19:04.000Z**: The Clarity Act is a good example of how politics play a part in how a country moves forward. When you have a clear divide in votes aligned with the political parties for a bill that is helpful for regulation clarity, it shows them up. Funny thing is crypto regulations are still moving ahead! - **NewUser_ThinkSwim · 2026-09-21T07:01:15.000Z**: Both $Circle(CRCL.US) $Coinbase(COIN.US) $Robinhood(HOOD.US) will rise if bitcoin continues it upwards trend after the bullish golden cross. If not macro will bring it down to a lower level than what we have for months. Be cautious and DCA into the stock slowly if you like the stock and want exposur - **LazyCat · 2026-09-21T06:39:11.000Z · 👍 2**: UOB appears to be given a reprive from relative negative sentiments and led the 3 banks as of 2:30pm. Overall the "higher for longer" narrative is blowing gently as a constructive trade tailwind as of now. - **Darkwinter · 2026-09-21T06:00:08.000Z · 👍 1**: The earnings are important but so is the geopolitical happenings this week - **新用戶_POEYmH · 2026-09-21T05:17:16.000Z · 👍 1**: Gold is probably affected by US interest rate hikes, right? 😓 - **Fattycat · 2026-09-21T05:02:12.000Z · 👍 1**: Boring gold. Not much movement . 😔😴 - **Lemonade · 2026-09-21T04:58:31.000Z · 👍 2**: 24/7 tokenized trading is undeniably game-changing for market accessibility, but structural volatility requires selective positioning. While tech momentum remains strong across US and HK markets - especially with upcoming catalysts like Alibaba’s Cloud Summit - focussing on solid fundamentals and la - **Fattycat** (2026-09-21T05:04:09.000Z): Yes baba will go higher. I am waiting for them to release the newer version of Gwen , hopefully ver 3.9😜. - **FaithAnchor · 2026-09-21T04:49:45.000Z · 👍 1**: $Coinbase(COIN.US)24/7 tokenised stocks sound exciting. For option writers, though, the warning is simple: no market close, no breathing room—risk can hit while you sleep. - **Fattycat** (2026-09-21T04:57:55.000Z): True. This is the excitement 😆 - **Shyon · 2026-09-21T04:47:05.000Z · 👍 2**: The tokenization move is definitely interesting because 24/7 trading could blur the traditional line between stock and crypto markets. For me, the bigger question is whether this creates more real liquidity and access, or simply more volatility around the clock. I am also watching the chip price inc - **Fattycat · 2026-09-21T04:37:23.000Z · 👍 4**: My main focus right now is the upcoming Xi and Trump meeting. Will it help resolve our differences?In this meeting, will the U.S. sell more chips to China while China exports more EVs to America and buys more Boeing planes? I think markets will move heavily on all these outcomes. Hence sit tight for - **Shyon** (2026-09-21T05:30:27.000Z): Still consolidate and boring market this week - **Fattycat** (2026-09-21T05:34:08.000Z): Yes. Next breakout soon. This week will be speculators week 😜. Up and down with no reason 😆 - **新用戶_POEYmH · 2026-09-21T04:18:05.000Z · 👍 1**: BTC broke through $82k this morning, possibly related to the rally in big bills. 😀 - **Tiffany lover · 2026-09-21T04:12:03.000Z · 👍 1**: Last Thursday, the SEC approved an "innovation exemption," allowing tokenized US equities to be traded 24/7 under a five-year framework. Crypto-related companies extended their rally through Friday.Cryptocurrency is one of the financial instruments; its existence holds inherent rationality a - **relf · 2026-09-21T04:03:42.000Z · 👍 1**: New week kicks off with cryptos doing well again. Signs of a new cycle but remains to be seen whether this is sustainable. --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**