The SEC's new regulations are about to take effect, and the $10 trillion crypto market is facing a major reshuffle! 90% of tokens may be eliminated, but Wall Street giants are secretly positioning themselves.
A regulatory storm is coming, and 90% of projects may not survive.
The SEC Chairman has made it clear that they will accelerate regulation, focusing on cracking down on ICO issuances, stablecoin reserves, and staking services. The new regulations require projects to disclose actual controllers and conduct real-time audits of reserves. By the end of 2025, tokens that do not meet the regulations will be forced to delist, especially MEME coins and algorithmic stablecoins, which are at the highest risk.
Institutional funds are entering the market on a large scale.
Giants like Goldman Sachs and BlackRock are secretly positioning themselves, and new leveraged ETFs have entered the final review stage by the SEC, with tens of billions of dollars ready to enter.
Traditional financial institutions are starting to apply for stablecoin licenses, trying to take control of the stablecoin market.
Institutional buying far exceeds selling, with net inflows into ETFs exceeding $640 million in the past 7 days, and market liquidity is reversing.
The market's ability to withstand pressure is far beyond expectations.
Last weekend, a certain whale sold off $9.6 billion in assets through Galaxy Digital, setting a record for the largest single cash-out in history, but the market only briefly dipped and then quickly rebounded.
This indicates:
Liquidity depth has increased, and institutional funds' support capacity far exceeds the past.
97% of holders are still in profit, with $1.4 trillion in unrealized profits locked in, and most are unwilling to sell at low prices.
Key price areas are forming support, providing a buffer during market declines.
On-chain monitoring: What have institutions been doing in the last 24 hours?
Whale address activity: A single-day increase of over $110 million, clearly bottom-fishing, betting that the negative news will be fully priced in after regulatory implementation.
Options market: $1 billion in bullish options bets on a big surge by the end of the year, with hedge funds positioning for Q4 trends.
Key time point: 4:30 AM on August 2
Beware of three potential risks:
Tether may be suddenly audited, and stablecoins without real reserves may collapse.
Staking services may be urgently halted, freezing high-yield products instantly.
Cross-border mining companies may be forcibly delisted, and the computing power sector could experience a series of crashes.
Survival strategies:
Leverage should not exceed 3x, keep 50% cash on standby.
Personal opinion: Regulation is not the end of the world, but an opportunity for wealth redistribution!
Summary: The market is about to undergo a major reshuffle; retail investors should be cautious, but opportunities are also present, depending on how you respond.
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