Daily Edition · Page 14

THE DAILY INDEX

Technology, AI, software, security, crypto and business

Continued

TLDR Fintech — continued

SEC ADDS TOKENIZATION TO 2027 EXAMINATION PRIORITIES

The SEC's Division of Examinations added tokenization to its fiscal 2027 priorities, with clearing agencies and Regulation SCI entities facing greater scrutiny around tokenized securities and related market-infrastructure risks. The move does not create new rules, but signals that tokenization is becoming part of mainstream securities oversight as regulators examine how blockchain-based infrastructure affects clearing, recordkeeping, operations, and market integrity.

CITI TAKES CAUTIOUS APPROACH ON AI AGENT ACCESS

Citi is blocking external AI agents from transacting inside customer accounts for now, allowing only limited read-only open-banking access while it develops “know your agent” controls around identity, authorization, entitlements and regulatory compliance. At the same time, Citi is expanding internal AI across onboarding, document processing, client chat, and embedded banking, showing a split strategy: move quickly with controlled in-house AI, but slowly with third-party agents that can take financial actions.

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