In the early hours of July 19, the White House witnessed a historic moment. Trump signed the (GENIUS Act), officially establishing the first federal-level stablecoin regulatory framework in the U.S. Facing a room full of politicians and crypto leaders, Trump declared: 'This is the most profound change in financial technology since the birth of the Internet.' Behind this statement, a wave reshaping the global financial order is surging.#GENIUS稳定币法案
When Trump signed the (GENIUS Act) into law, Ripple CEO Brad Garlinghouse slammed the table in approval: "This should have been done long ago!" This tough guy, who has fought the SEC for four years and burned over a hundred million in legal fees, publicly supports Trump for the first time. Those in the know understand—Garlinghouse is betting that Trump can save him. Right now, the SEC is adamant that XRP is a security; if Trump's regulatory framework 'renames' cryptocurrency, Ripple's hefty fine could evaporate in an instant!
Trump's move is fierce: The act slashes through chaos in three cuts.
The first cut slashes algorithmic stablecoins: Forcing all stablecoins to be backed by real gold and silver, completely banning LUNA-style collapse tragedies.
The second cut strips down: Monthly mandatory disclosure of reserve statements. Want to misuse user funds? The audit iron fist will hit you directly in the face.
The third cut clears out small players: No federal license means no issuance of coins, and state licenses are still stuck at a $1 billion limit, small companies are crying in the bathroom.
On the surface, it protects retail investors, but in reality, it locks in dollar hegemony! Treasury Secretary Yellen inadvertently let it slip: For every compliant stablecoin used globally, it’s like giving ammunition to U.S. Treasury bonds for free.
Before the ink on the act dried, financial giants had already torn off their restraint:
The deadliest blow hides in pensions—Trump's secret order for the Labor Department to study a path for 401k investments in crypto. Currently, Bitcoin's total market value is only $2.1 trillion; if the tidal wave of pensions breaks the dam, the entire market will explode! The opportunity is imminent; pay attention to Fuxiang's predictions. This week, ETH has an arbitrage opportunity of 500 points; let’s catch the next wave of opportunities together.#ETH突破3600
Market reconstruction, the landscape for winners begins to emerge. New regulations reshape the industry competition landscape:
1: Compliant stablecoin leader: USDC issuer Circle's stock surged 22% in a single day, with transparent reserves and early licenses creating a protective moat.
2: Exchanges and custody hubs: Coinbase rose 4.3% in a single day, Goldman Sachs and Bank of New York Mellon successively opened institutional-level custody services.
3: Core crypto assets: BlackRock's Bitcoin ETF attracted $1.76 billion in a single week; if 401k funds open up, the BTC valuation system will be completely restructured.
The digital financial strategy of the Trump administration is gradually becoming clear—national Bitcoin strategic reserves and stablecoin regulatory frameworks are running in parallel, building a new frontier for dollar hegemony.
Structural risks under the new order, hidden concerns beneath the feast:
1: Tech giants monopolizing: Retail giants like Walmart and Amazon are preparing to issue coins, squeezing the survival space for small and medium players.
2: Regulatory arbitrage risk: Issuers overseas may exploit regulatory differences to penetrate the U.S. market.
3: Hidden dangers of U.S. debt binding: Stablecoins holding a large amount of short-term U.S. debt may trigger market turbulence if there is a concentrated redemption.
Fuxiang's prediction strategy:
Short-term: Compliant stablecoins like USDC and trading platforms like Coinbase will be the first to feast.
Mid-term: ETF + 401k funds entering the market is a major trend; assets dominated by BTC and ETH are destined to be the beneficiaries.
Long-term: Stablecoins become the new weapon of the dollar, revitalizing the dollar's status, while BTC, as a decentralized asset, will become even scarcer and more important.
Garlinghouse and others betting on Trump are not doing charity; this is a life-or-death gamble. When the $8.9 trillion pension fund kicks into gear, some will become dust under the wheels, while others will grab the bumper and leap to the top. The difference lies in what you hold in your hands: is it a bubble or a ticket? This week, ETH has an arbitrage opportunity of 500 points; let's catch the next wave of opportunities together. Remember Fuxiang's prediction: if you can't get the fish head and don't be greedy for the fish tail, the middle segment is the main battlefield for retail investors.
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