SEC Crypto Mom Issues Strong Warning Late at Night! Tokenized securities face a deadly blow, is the billion-dollar RWA sector hanging by a thread? Retail investors urgently reallocating to MEME coins!
Core of the Event: Regulators 'draw red lines', tokenized securities have nowhere to escape.
The statement from Hester Peirce, SEC commissioner and 'crypto mom', appears mild but hides deadly implications:
Qualitative Iron Law: Tokenized securities, whether operated directly by the issuer or third-party custodians, fall under the category of securities, and must comply with mandatory disclosure, registration, and other federal regulations.
Classification Trap: Tokenized structures may be defined as security receipts or security-like swaps, the latter directly shutting down the circulation possibilities of DeFi platforms.
Tang Seng's Interpretation: Although Peirce is known for her open stance, this statement completely blocks the fantasy of 'on-chain securities being free from regulation', causing compliance costs for RWA projects to soar, and small to medium teams may face elimination!
Strangulation Targets: Robinhood and Coinbase are in the crosshairs, will the OpenAI tokenization farce come to an end?
Peirce targets the recent booming 'stock tokenization' wave: Robinhood's EU operations hit hard: its 200+ US stock tokenized products based on Arbitrum, although claiming 'compliance', the SEC clearly requires fulfilling shareholder information disclosure obligations—while Robinhood token holders have no voting rights and there is a lack of data disclosure for unlisted companies, suspected of violations.
Coinbase's American Dream Shattered: Originally planned to apply to the SEC for a tokenized stock license, now Peirce demands 'case-by-case review', Coinbase may be forced to abandon the domestic market and turn to Asia.
Insider News: An EU regulator revealed that Robinhood has received an inquiry letter from the SEC, requiring a legal framework assessment report on tokenized stocks within 7 days, causing stock prices to plummet by 9% after hours!
Unexpected Winners: MEME coins and NFT sectors are rapidly attracting capital, did Peirce personally 'greenlight' it?
Hidden Secrets Amid Regulatory Downsides: MEME coins and public chain tokens receive 'non-security' exemptions: Peirce had clearly stated in May that 'most NFTs do not belong to securities', this statement further reinforces the expectation of regulatory exemption for 'non-security tokens', and funds may flow into high-volatility assets.
Retail Investors' 'Escape-style Reallocation': 24-hour trading volume of MEME coins like DOGE and PEPE surged by 47%, on-chain whale addresses frequently bottom-fishing.
Emergency Strategy: Avoid tokens with securities attributes, bet on assets defined as 'safe zones' by Peirce—NFTs, MEME coins, fully decentralized public chains (ETH, SOL)!
Survival in a Crisis: Asia emerges as the biggest winner, Hong Kong's 'full-chain tokenization' crushes the US.
Regulatory Arbitrage Window Opened: Hong Kong breaks the impasse: GF Securities and HashKey Chain launched fully on-chain tokenized securities 'GF Token', supporting HKD/USD/offshore RMB pricing, 100% compliance from issuance to custody, instantly outpacing the SEC's complex approval.
Mainland Securities Firms Sneaking Through: Dongfang Wealth and Tonghuashun are leveraging their Hong Kong subsidiaries to layout RWA, using 'license isolation' to evade the SEC's long-arm jurisdiction.
Geopolitical Gaming: The SEC is 'forcing out' domestic innovative companies, Hong Kong is stepping in to become the new capital of RWA tokenization, and the Hong Kong Stock Exchange may launch a pilot for Hong Kong stock tokenization!
Tang Seng's Strategy: Sell off tokenized securities projects, heavily invest in Hong Kong Stock Exchange partner brokerage stocks + leveraged long on MEME coins, waiting for the SEC exemption rules to be finalized in August!
Tang Seng's Conclusion: The SEC's 'on-chain securities strangulation order' appears negative but is actually a great opportunity for the crypto space to eliminate the fake and retain the true—RWA pseudo-innovation exiting, MEME coins, NFTs, and Asian compliant tokenization will trigger a raging bull market!
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