3 Stocks to Watch as Clearer US Crypto Rules Lift Digital Asset Brokers

Securitize Corp.

Securitize Corp.

SECZ

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Crypto is back in the headlines after Robinhood Markets saw its stock jump on renewed optimism around digital assets and fresh momentum behind the Trump administration’s proposed Clarity Act. That combination has put regulated US brokers and exchanges with crypto links under a brighter spotlight. This article walks through 3 stocks exposed to this news and explains how clearer rules could reshape their growth plans and risk profiles.

The 3 stocks below are simply a starter sample. The full screen on Simply Wall St surfaced 20 more US listed, regulated brokers and exchanges with digital asset angles that carry equally compelling narratives not covered here. To go deeper, head straight to the US-Listed Regulated Brokers and Exchanges with Digital-Asset Expansion screener to identify, compare and analyze the highest conviction ideas for this theme.

MarketWise (MKTW)

Overview: MarketWise is a Baltimore based platform that sells financial research, software and education to self-directed investors through subscription services that span stocks, options, commodities and cryptocurrencies. By packaging multi-brand content and tools across web and mobile, MarketWise can sit between retail investors and the regulated brokers and exchanges that are expanding into digital assets.

Operations: MarketWise generates about US$318 million in revenue from internet information services aimed at individual investors.

Market Cap: US$287 million

MarketWise gives you a way to tap into the education and research side of the crypto and tokenization theme rather than the trading platforms themselves. The company has a long operating history, a multi-brand portfolio that includes crypto focused research, and a growing base of younger self-directed investors that can be an attractive audience for regulated brokers as rules around digital assets become clearer. At the same time, investors need to weigh a stretched balance sheet with liabilities above assets, recent swings from profit to loss in 2026, and a high dividend that is not fully covered by earnings. That mix of income, digital asset exposure and financial risk makes MarketWise a stock worth a closer look.

MarketWise sits at the crossroads of crypto curiosity and income hunting, yet its stretched balance sheet and uncovered dividend raise important questions. Get the full picture in the 4 key rewards and 3 important warning signs (1 is major!)

NasdaqGM:MKTW Revenue & Expenses Breakdown as at Aug 2026
NasdaqGM:MKTW Revenue & Expenses Breakdown as at Aug 2026

Build your own crypto and income shortlist

MarketWise and the two other stocks in this article are just a sample of what surfaced from a single screener. Use our flexible Screener to combine filters across valuation, balance sheet strength, risks and dividends, or jump straight into our curated Investing Ideas for ready made themes to research further.

Securitize (SECZ)

Overview: Securitize is a Miami based platform that helps asset managers, advisors, Web3 firms, DAOs and individual investors turn traditional assets into regulated digital asset securities, then handle capital raising and secondary trading for those tokenized assets. For anyone focused on the tokenization theme, Securitize provides much of the regulated infrastructure that could see higher usage if US rules around crypto and digital securities become clearer.

Operations: Securitize currently generates about US$67 million in revenue from data processing activities linked to its tokenization and digital securities services.

Market Cap: US$1.1 billion

For readers tracking the potential “tokenization supercycle” flagged by recent optimism around the Clarity Act, Securitize is one of the purest listed plays on regulated digital securities infrastructure. The company already runs a platform with tokenized assets reportedly in the billions, partners with firms like BlackRock, the NYSE and Cantor Fitzgerald, and is working on tokenized funds and equities that could benefit if institutions lean further into on chain assets. At the same time, Securitize is still loss making, carries negative shareholders’ equity and leans heavily on external funding, so the growth story comes with real balance sheet and governance risk. For investors willing to weigh those trade offs carefully, Securitize offers a focused way to get exposure to regulated tokenization if the market thesis plays out.

Securitize looks like a tokenization story that is accelerating while many investors are still focused on old crypto narratives. Get the full context and risk trade offs in the analysis report for Securitize

NYSE:SECZ Revenue & Expenses Breakdown as at Aug 2026
NYSE:SECZ Revenue & Expenses Breakdown as at Aug 2026

Marex Group (MRX)

Overview: Marex Group is a London based financial services platform that gives institutions access to trading, clearing and risk management across commodities and financial markets, while also building regulated infrastructure around digital assets, tokenization and 24/7 collateral usage. For this screener theme, Marex Group is one of the more direct ways to play the link between traditional market plumbing and emerging crypto and tokenized markets.

Operations: Marex Group generates US$1.22 billion from Agency and Execution, US$774 million from Clearing, US$381 million from Market Making, US$275 million from Hedging and Investment Solutions, and a small loss in Corporate, with revenue spread across the United States, United Kingdom and the rest of the world.

Market Cap: US$5.0 billion

Marex Group gives you exposure to a regulated broker and market infrastructure provider that is already working with clients on digital asset prime brokerage, tokenized collateral and on chain repo, while still anchored in established clearing and agency businesses. Earnings and margins have been improving. The stock trades on a lower P/E than many capital markets peers, and recent results show strong revenue and profit momentum, which could support further investment into tokenized and 24/7 trading rails if US rules keep moving toward clarity. The flip side is meaningful leverage, reliance on acquisitions, and governance questions flagged by short seller scrutiny, which could matter if funding conditions tighten or integration missteps appear.

Accelerating revenue and profit at Marex Group could be masking the real story. Consider that lower P/E, leverage and short seller scrutiny side by side with the 4 key rewards and 1 important major warning sign

NasdaqGS:MRX P/E Ratio as at Aug 2026
NasdaqGS:MRX P/E Ratio as at Aug 2026

Seeking Fresh Alternatives Before They Fly

New breakout stories can move fast and slip away while attention stays locked on today’s headlines. Scan these fresh stock ideas before the crowd catches up, then act now.

  • Spot cash rich businesses that still trade like afterthoughts by scanning the 48 high quality undervalued stocks. Use it to find companies the market has not fully priced yet.
  • Target durable income streams while yields remain elevated with the 12 dividend fortresses. Focus on businesses where payouts and balance sheets work together instead of pulling apart.
  • Get ahead of the next wave of automation before it becomes front page news by screening the 37 robotics and automation stocks. Track companies building the tools other industries rely on.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.