Dawn Moment: The Triple Door of U.S. Crypto Regulation Opens a Historic Turning Point
The three major bills passed in Washington early this morning are reshaping the global crypto landscape. The core bill (GENIUS) is about to undergo the final vote, granting legal status to the $180 billion stablecoin market, with USDC/USDT set to be among the first beneficiaries. Licensed exchanges in Hong Kong are expected to gain priority access for cross-border settlements, while barriers for traditional asset management giants like BlackRock have been completely dismantled, potentially accelerating the offshore RMB stablecoin pilot process by 300%.
Life-and-Death Gamble: Eastern Opportunities Under Regulatory Disparity
The unresolved (CLARITY Act) puts Ethereum's POS mechanism on trial for securitization, but creates a regulatory arbitrage window for Chinese-led public chains (like Conflux). The delisting list for exchanges is imminent, and the staking derivatives track may be impacted. Notably, Article 17 of the bill hides a "tokenized securities exemption clause," presenting a revaluation opportunity for the cross-border payment hub in the Guangdong-Hong Kong-Macao Greater Bay Area (XRP ecosystem).
Victory for Privacy: The Deep Revolution of Anti-CBDC Legislation
The CBDC ban, tied to the National Defense Authorization Act, marks the first legislative endorsement of Bitcoin's "digital gold" property. Zero-knowledge proof technology leaps from the gray area to a national strategic resource, with Tsinghua's Yao class privacy computing project becoming a key layout point. The demand for compliant custody in Hong Kong/Singapore is expected to surge, and enterprise-level privacy public chains (Oasis) may become covert drivers of an alternative to the SWIFT system.
Three Engines Driving the Wealth Wave
The stablecoin ecosystem focuses on the tokenization of RWA assets, accelerating the on-chain process for real estate and commodities.
Regulatory arbitrage anchors cross-border payments, while Quant's central bank digital currency bridging technology aids the internationalization of the digital RMB.
The privacy computing revolution creates chip-level opportunities, with potential synergies between Aleo and Huawei's Ascend chain.
$240 billion tide warning
Goldman Sachs' internal models indicate that the passage of the bill will trigger sovereign funds to allocate 0.5%-1.5% (approximately $240 billion). The warning from the former chairman of the Federal Reserve still echoes: "When fiat currency loses its technological moat, power will flow to the new code frontier." As the West delineates regulatory boundaries, Eastern wisdom must plan for a new order of "digital rites and music"—rebuilding a blockchain civilization that aligns with Chinese ethics amidst the construction of offshore financial hubs and the anchoring of RWA (real-world assets).
Where institutional cracks exist, the most brilliant capital fireworks always shine; the true wave-riders have already adjusted their sails before the tide!
$240 billion cannon has already supported the back of the crypto sphere! Tonight, lay out these 3 nuclear bomb coins and wait for sovereign funds to lift them up.
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