A tokenized share can be the share, a pointer to the share, a custodian’s entitlement, or a note or swap that pays like the share. SEC staff named the four in January 2026. The file has to say which one the client holds.
Tell which model a tokenized share is, who keeps its official record, and how the position fails.
Read the guide →A public control database covering 92 assets and 28 chains, with a numbered plate for every instrument and settlement layer advisors encounter first.
Every tokenized version of one stock, side by side: which gives the holder the share, which a custodian’s claim on it, and which only a note that pays like it; who may hold each; and who holds the key that can freeze it.
A plain-English guide to crypto and DeFi for RIAs: held-away client assets, the three-layer test, yield sources, position limits, and monitoring.
On-chain finance explained for financial advisors: what public-chain settlement changes, where the yield comes from, the control layer, and custody.
A framework for RIAs evaluating tokenized assets: identify the underlying exposure, legal claim, transfer restrictions, redemption path, and who can change the rules.
Tokenized stock explained for advisors: the SEC staff’s four models, the DTC path, who keeps the official record, what “same rights” means, and what belongs in the file.
How tokenized Treasury funds work: structure, transfer agent, mint and redemption mechanics, eligibility gates, and what a five-product access review found.
A due-diligence framework for stablecoin yield: distinguish borrower interest, Treasury income, reward subsidies, credit risk, liquidity, and issuer controls.
A practical DeFi due-diligence checklist covering instrument, asset, protocol, chain, controls, liquidity, valuation, custody, tax, suitability, and monitoring.
A practical smart-contract risk framework for financial advisors covering scope, upgrades, dependencies, audits, bug bounties, incidents, governance, and monitoring.
An advisor framework for on-chain liquidity: distinguish TVL, withdrawable liquidity, utilization, market depth, redemption queues, slippage, and stressed exits.
Digital-asset diligence file: scope, evidence, research verdict, firm approval, client eligibility, advisor rationale, review triggers, monitoring, and version history.
Counted from 95 Ketju eligibility files on 2026-09-30: what the holder owns, who may hold it, and who holds the key that can freeze it. 39 of 95 programs are not offered to US persons; one private key decides in 53 of 89 readable programs.
701 protocol research records: 243 individually researched and 458 decided by published rules.