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Refusal file · other

Why Ketju rejected Tornado Cash

Memo v1Published 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 Superseded versions are recorded, never edited away.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

REJECTED. Tornado Cash is privacy infrastructure, not an investment or yield venue, and directing ordinary advisory assets through it would create a disproportionate AML, source-of-funds, custody-note, and counterparty-screening burden with no compensating portfolio return. Treasury removed Tornado Cash sanctions in March 2025, so this is not a stale sanctions rejection. The live fact is narrower and stronger: DOJ obtained a 2025 conviction for knowingly operating an unlicensed money-transmission business that moved criminal proceeds, while immutable pools provide no counterparty screening.

What would reopen the file

  • A client-specific privacy mandate is approved by counsel and compliance with documented lawful purpose and transaction-monitoring controls
  • The custodian, banking, and tax-reporting counterparties confirm in writing that the proposed flow and compliance report are acceptable
  • A proposed-size test preserves the withdrawal note and produces a complete source-of-funds report without an unapproved relayer

Facts on file

Verdict
Rejected
Exposure
other
Chains examined
Ethereum, BSC, Arbitrum, Gnosis, Polygon, Avalanche, OP Mainnet, Ethereum Classic
Memo version
v1
Reviewed
Next review

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