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Citadel Securities Urges SEC to Treat DeFi Tokenized‑Stock Platforms as Exchanges, Drawing Crypto Backlash

At issue is whether developers and protocol participants are intermediaries in tokenized stock trading.

Overview

  • Citadel Securities told the SEC that DeFi systems facilitating trades in tokenized U.S. equities should face technology‑neutral oversight comparable to exchanges and broker‑dealers.
  • The filing asserts that front‑end operators, smart‑contract developers, validators and liquidity providers often function like regulated intermediaries through fee collection and order‑routing influence.
  • The firm warned that tokenized stocks trading on DeFi could form a shadow equity market that fragments liquidity and weakens surveillance and investor protections.
  • Citadel opposed broad exemptions for open‑source protocols and argued the SEC cannot create a separate regime for tokenized equities, saying fundamental changes belong to Congress.
  • Uniswap founder Hayden Adams and the Blockchain Association criticized the position as misreading the Exchange Act and targeting software developers, while several TradFi groups backed equal treatment; the SEC has not announced any action.