Seeking Alpha
05 Oct 2026, 11:30 UTC · 8h ago
Wall Street Is Going 24/7
Impact · against what's priced in
The SEC filing for OKXICE is a positive catalyst for ICE as it begins to realize a growth vector the market has explicitly discounted. This moves the joint venture from a theoretical possibility to a formal regulatory process.
- ICE+0.30
Challenges what's priced in
- The price assumes
Significant upside from the OKX joint venture to tokenize equities and futures, worth up to 39% of the current price
The market is currently not paying for the upside of the OKX joint venture; the formal SEC filing to launch 24/7 tokenized trading provides concrete evidence that this previously declined growth driver is materializing.
What ICE's price assumes · Sep 13
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