The US regulatory nuclear bomb has been unleashed! The countdown to CME spot trading has begun – Wall Street is targeting Binance!

Regulatory nuclear explosion: CME-level exchange obtains spot trading license

On August 5, the CFTC quickly approved futures exchanges to conduct spot trading of Bitcoin and Ethereum, and simultaneously launched a plan, requiring the completion of the public opinion collection before August 18, with the goal of establishing a complete regulatory framework within 12-18 months.

This move marks three disruptive changes:

24-hour compliance battlefield: For the first time, Wall Street has gained spot trading capabilities on par with platforms like Binance in a regulated environment;

Legalization of leveraged spot trading: Ending the monopoly of offshore platforms and accelerating the migration of multi-billion hedge fund strategies;

Integrated regulation of futures and spot prices: Compressing the space for price manipulation, the Bitcoin futures and spot price gap will converge historically;

A deadly move: The CFTC and SEC collaborated in a rare move! The SEC and CFTC simultaneously updated securities rules, and the settlement between the two regulatory giants directly points to the US's global crypto hegemony strategy.

Capital tsunami:

The charge route of $12 trillion in traditional capital

CME spot floodgates open = epic capital siphoning:

The 100 billion ETF matrix expands: the scale of spot Bitcoin ETFs has exceeded 62 billion US dollars, and the new regulations will trigger the mass listing of Ethereum, SOL, and XRP spot ETFs;

The SEC's repatriation strategy has accelerated the return of $200 billion in offshore capital, with giants like Coinbase taking the lead.

National reserve-level custody:

Goldman Sachs and JPMorgan Chase deploy institutional custody services, making Bitcoin a strategic asset. The Trump administration established a national Bitcoin reserve in March.

Insider information: CME spot system test traffic surges 300%, Goldman Sachs market making team urgently moves in!

Wealth Nuclear Explosion: Compliant Tokens Will Have Exclusive Access to Trillions of Liquidity

Bitcoin and Ethereum are just the starting point! The CFTC explicitly includes SOL and XRP in its regulatory sandbox.

Three major tracks are welcoming the window of explosion:

Bitcoin Layer 2 Revolution: Riding the wave of compliance, Bitcoin scaling solutions are being snapped up by institutions;

RWA asset awakening: Real-world asset tokenization technology is aligned with regulation, accelerating enterprise-level application implementation;

Stablecoin hegemony shift: The GENIUS Act triggers a shakeup of fully collateralized stablecoins, with $USDC swallowing up market share;

Dragon Strategy

Seizing the spot market: heavy positions in BTC and ETH, the battle for CME pricing power will push Bitcoin towards $250,000;

Ambush the dark horse: Deploy CFTC sandbox assets and compliance track leaders;

Shorting the old order: Centralized exchange platform coins face dimensionality reduction attacks from traditional exchanges;

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