RIA·DeFi
Refusal file · tokenized RWA

Why Ketju rejected BlackRock BUIDL

Memo v2Published by Ketju Research

A registry memo, published verbatim and versioned. Superseded versions are recorded, never edited away. A rejection is a judgment for Ketju's client base and thesis, not a universal safety claim. Not investment, legal, tax, or compliance advice.

The memo

v2 SUPERSEDES v1, which held this under review "pending whether retail-sized clients can access it at all." Resolved 2026-08-01, and the answer is no: BUIDL is restricted to QUALIFIED PURCHASERS (Investment Company Act §2(a)(51) — $5M+ in investments for an individual), with a $5M minimum initial subscription for individuals, a $250k redemption minimum, and Securitize KYC plus wallet whitelisting before a single token can be minted. Our clients are mass affluent; they are categorically not qualified purchasers. REJECTED ON ACCESS, NOT QUALITY. The v1 assessment stands: the largest tokenised Treasury fund, the tokenisation thesis in its most institutional form, and never a sovereignty play. It is simply an instrument our client base is not permitted to buy, and an advisor cannot recommend what a client cannot hold.

What would reopen the file

  • n/a — rejected on access. Revisit immediately if BlackRock/Securitize ship a retail or accredited-investor share class

Facts on file

Verdict
Rejected
Exposure
tokenized RWA
Chains examined
Ethereum, Solana, Aptos, Arbitrum, Polygon
Instruments
BUIDL
Memo version
v2
Reviewed
Next review

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