#加密立法新纪元
🇺🇸 The U.S. House of Representatives has passed multiple cryptocurrency bills, including the GENIUS Act, officially marking the beginning of a new chapter in global cryptocurrency regulation. These legislations not only indicate that regulation will be clearer but will also profoundly affect the flow of funds and the structure of the industry.
📈 Opportunities and challenges coexist: A clear regulatory framework will help large institutions enter the market and stabilize market expectations; however, it may also lead to a winter for some projects that cannot comply with regulations.
📊 My strategy:
Prioritize investment in public chains and projects with compliance potential and friendly relations with the government (e.g., L2 solutions endorsed by Coinbase).
Focus on sectors highlighted by legislation, such as stablecoins, self-regulation of DeFi contracts, and NFT classification.
Flexibly adjust asset allocation to reduce exposure to highly anonymous or 'marginal coins'.
🧭 The legislative process is a barometer for a new round of capital placement; understanding the policies means understanding where capital will go next.
💬 Do you think the GENIUS Act will bring about a true bull market catalyst? What is your strategy?