Haotian|Mar 05, 2026 13:58
This message exploded, and @ okx undoubtedly became the hottest topic tonight. Introducing strategic investments from the parent company of the New York Stock Exchange at a valuation of $25 billion, and even giving up board seats. Let me share two opinions:
1) Are they interested in the hundreds of millions of existing users accumulated by OKX? Definitely not. The Wall Street money group represented by ICE has never lacked funds and incremental users. What they really envy is OKX's Crypto Native infrastructure capabilities that have gone through several rounds of bull and bear runs, whether it's the smooth Web3 Wallet experience, the seamless aggregation of DEX across multiple chains, or even the new Onchain OS ecosystem that is being built towards the Agenetic Economy, and so on.
Wall Street's big money is pushing for the integration of TradFi and DeFi, which requires an excellent Infra builder who understands the crypto native market better to lead the way;
2) OKX has always been cautious in compliance, and obtaining ICE as a partner this time is equivalent to further consolidating its compliance framework and gaining the trust endorsement of the mainstream TradFi market.
At the moment when Binance, Bitget, Bybit and other major exchanges are vying for the share of the US stock token market, ICE's entry allows OKX to directly open the resource channel behind the NYSE, which will be of great benefit and absolute resource advantage for it to move more asset token paradigms such as traditional treasury bond and complex derivatives onto the chain in compliance.
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