The End of Compliance in the Crypto World? SEC's New Regulations May Erase $200 Billion, but Some are Quietly Counting Money!
The SEC's heavy-handed move: Stock tokenization is officially classified as securities and must be regulated according to traditional financial rules! This policy has directly ignited the crypto space — the legal status of tokenized assets is clarified, but compliance costs soar, leading to a life-and-death reshuffling in the market.
Three Major Shockwaves:
Polarization of Exchanges: Compliant platforms rise to prominence, tokenizing $2.2 billion in U.S. stocks; non-compliant platforms face lawsuits, causing token prices to plummet. Project costs double: BlackRock's tokenized fund amounts to $500 million, still needing to adapt for technical compliance, innovative projects flee the U.S., and capital outflow crisis intensifies. Investors face a dual reality: Short-term panic selling puts pressure on platform tokens like BNB, while long-term institutional funds enter through ETFs, potentially boosting liquidity.
Industry Counterattack: Dual Tracks in Parallel:
Legal Battles Heat Up: The crypto industry teams up to challenge the SEC's “enforcement regulation” in the Ripple case, Bitcoin miners sue the Department of Energy for obstructing investigations, and the judicial system becomes the main battleground. Technical Compliance Breakthroughs: Bank of China International and UBS use private chains to issue notes, while the BIS employs AI risk control to automatically execute dividends, balancing compliance and decentralization.
Future Predictions:
Regulatory technology may become the key to breaking the deadlock, and the SEC may introduce a specialized S-1 form for crypto. An era dominated by institutional capital is approaching, with RWA volumes soaring 60% in a year, and a global “compliance arms race” begins — if the U.S. fails to balance innovation, it risks falling behind “token-friendly zones” like Hong Kong and Dubai.
She Changrui's Commentary:
The SEC's move may seem harsh, but it actually defines the “compliance runway” for the industry. Short-term pain is inevitable, but the clear positioning of tokenized securities in the long run will attract institutional funds, shifting the market towards “value investing.” Whoever can embrace regulation first will seize the initiative in the global competition!
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