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TEXXR

Chronicles

The story behind the story

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24 Exchange, which wants to let users trade stocks 24/7 like crypto, raises $14.25M led by Point72 Ventures; SEC approval or rejection is expected in 2022

Alexander Osipovich / Wall Street Journal : Tweets: @dannycrichton Tweets: Danny Crichton / @dannycrichton : Interesting that LTSE wants to make trading more thoughtful, and 24 Exchange wants it to be even more like stonks https://twitter.com/...

Wall Street Journal Alexander Osipovich

Context & Ripple Effects

24 Exchange is mounting the same kind of challenge the SEC entertained when it approved Eric Ries' Long-Term Stock Exchange in 2019: win a national exchange charter by attacking an orthodoxy of market structure — in this case, fixed trading hours. The $14.25M round led by Point72 Ventures funds the push through the regulatory endgame, with an approval-or-rejection decision expected in 2022.

The bet looks prescient in hindsight. Retail appetite for off-hours trading was validated when Robinhood rolled out 24-hour weekday sessions in 2023, and by 2026 both incumbents were building parallel always-on venues — NYSE's tokenized Digital Trading Platform with Securitize and Nasdaq's 24/7 framework with Kraken — effectively conceding that the hours 24 Exchange wanted to abolish were worth reclaiming on their own terms.

First-order effects

  • An SEC approval in 2022 would give 24 Exchange a national exchange license purpose-built for round-the-clock stock trading, putting a regulated challenger directly against NYSE and Nasdaq's control of market hours.
  • Point72 Ventures' $14.25M carries 24 Exchange through the build-out and regulatory review window ahead of the SEC's expected 2022 decision.

Second-order effects

  • Robinhood's earlier move to 24-hour weekday trading proved retail demand exists outside market hours, so an approved 24 Exchange pressures incumbent exchanges to extend coverage rather than cede off-hours volume to a rival venue.
  • The incumbents' eventual response — partnering with crypto-native firms on tokenized 24/7 systems instead of stretching legacy sessions — shows the challenger thesis pushed even the NYSE and Nasdaq to adopt blockchain-based trading rails.

Third-order effects

  • If the pattern holds, US equity market structure bifurcates between legacy daytime sessions and blockchain-based continuous venues, with SEC licensing choices determining where liquidity — and therefore the exchange business — settles.
  • Exchange charters become the scarce asset in the shift to always-on markets: whoever holds one can define trading hours, making regulatory approval, not technology, the gating factor for new market models.

The trend: Equity trading is converging toward crypto's always-on model, with licensed challengers like 24 Exchange forcing incumbent exchanges onto tokenized 24/7 rails.

Discussion

  • @dannycrichton Danny Crichton on x
    Interesting that LTSE wants to make trading more thoughtful, and 24 Exchange wants it to be even more like stonks https://twitter.com/...