Last night, the U.S. SEC released a groundbreaking signal—Chair Gary Gensler signed the "Specific Project Exemption Regulation" which has officially come into effect. This is not merely a policy relaxation, but a construction of a "regulatory sandbox" for blockchain innovation: compliant tokenized projects will receive temporary legal exemptions, allowing them to break through traditional financial frameworks within a limited scope. A Citibank report indicates that this move could activate a $9 trillion retirement fund entry channel, and global capital flows are being restructured.
The Cruel Mirror of Sino-U.S. Game
United States: Institutional Ice Breaking
BlackRock submits a lightning-fast Ethereum ETF staking proposal, while Goldman Sachs launches tokenized U.S. treasury bonds with an annualized return of 5.3%—traditional giants are turning exemption policies into compliant arbitrage weapons.
China: The Tears of Breakthrough Seekers
A DeFi team from Shenzhen saw a 300% surge in users after being forced to relocate to Singapore. Meanwhile, developers in Beijing earn hourly wages in U.S. dollars through technical outsourcing—this is not just a business choice, but a survival strategy.
Deep Conflicts: While Blockskye cuts 15% off cross-border payment costs using stablecoins, Chinese foreign trade enterprises are still struggling within the U.S. dollar settlement system. Regulatory differences are creating productivity gaps.
Retail Survival Rules
Pension allocation of 5% to Bitcoin ETF
Regulatory Vacuum Trap of Air Coins
Spot trading of Hong Kong dollars at licensed exchanges in Hong Kong
RMB OTC Frozen Card Vortex
Special Warning: If mainland investors participate in the "offshore RMB stablecoin" pilot, they must confirm that the issuer has a full license from the Hong Kong Monetary Authority (such as OSL) to avoid legal risks in policy gray areas.
Chuanlian Think Tank Assessment
This game is essentially a battle for financial infrastructure:
Dollar Hegemony 2.0: Binding global energy trade settlement through stablecoins
Talent Drain Effect: Top cryptography experts from Russia have collectively migrated to Silicon Valley within a month.
China's Breakthrough Point: Hong Kong accelerates the issuance of RWA licenses, Ant Chain tests real estate tokenization.
We have detected key signals: 83% of projects exempted by the SEC involve real asset backing, while pure algorithmic stablecoins have been wiped out—this indicates that the core of the next bull market will be in compliant RWA tracks.
To the companions in difficulty
When you are staring at the screen late at night but repeatedly miss the rhythm, you may need to realize:
"Losses are never a matter of luck, but a deficiency in cognitive framework."
The Chuanlian team, consisting of three former Wall Street analysts, spent six months reconstructing (Institutional-level Rolling Warehouse Model 6.0). Its core value lies in:
Predicting main force movements through 22 on-chain data dimensions
Interpreting compliance fund flows in conjunction with exemption policies
Asset preservation plan for licensed channels in Hong Kong
This is not a wealth creation secret, but a survival tool.
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In an era of drastic policy changes, only professional barriers serve as the best moat.