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土澳大狮兄BroLeon
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澳洲区块链9年老韭菜,Bnbchain专家,Kaito中文区Yap No.1,爱投研爱分享爱生活爱赚钱。 币安新用户注册:https://t.co/Aev3rRdQgD OKX新用户注册:https://t.co/8McxLdULsL
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土澳大狮兄BroLeon
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Yesterday’s biggest long-term bullish news for crypto was probably this: SEC Chair Paul said “financial markets are moving on-chain,” signaling a historic shift in the US regulators’ stance towards the crypto industry. First take: Bullish for RWA. Tokenization of stocks, bonds, treasuries, and even real estate is no longer a “gray area” experiment—it’s now recognized by the SEC as the way forward. Key plays: $Ondo, $LINK, and other asset tokenization protocols and oracles. Second take: Bullish for TradFi capital entering crypto. Previously, when giants like BlackRock launched tokenized funds (like BUIDL), it was all “crossing the river by feeling the stones.” Now, with this statement from the SEC Chair, not just BlackRock, but more conservative banks like JPMorgan and Goldman Sachs will accelerate asset deployment on both private and public chains. If TradFi is coming on-chain, which existing public chain will capture the upside? OGs or high-performance chains? Key plays: $ETH, $SOL, $SUI, $SEI, $MON? Not sure if BNB Chain can outcompete the Western-backed L1s. Third take: Bullish for compliance-focused projects. Paul Atkins basically just gave crypto the green light for compliance, but the precondition is—you gotta play by the rules. So compliant CEXs, stablecoins, public chains, and even compliant DeFi all win here. These are the “acceptable on-chain financial rails” in the SEC’s eyes. But pure anon, fully permissionless DeFi? Short-term narrative weakens, and long-term, they might be forced to “fork” into a compliant and a wild degen version. Key plays: $BNB, $AAVE, $USDC, etc. ~~~~~~~~~~~~ Overall, this is structurally bullish for the whole industry, especially for “infrastructure + compliant assets.” But for pure casino plays, the writing’s on the wall—they’ll get pushed further to the margins. The crypto industry is probably headed for a major split: mainstream, compliant coins vs. meme/anon team coins. Different user bases, different research angles. But compared to the old days of regulatory uncertainty, this era of clear rules under Paul Atkins is a massive step forward. twitter.com/BroLeonAus/status/...
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