"As the balance of power in Washington begins to tilt towards cryptocurrency, this bull market may not be a fleeting firework, but rather a nuclear wave capable of reshaping the wealth landscape!"
Former CFTC Chairman Chris Giancarlo—this regulatory core figure, known as 'crypto dad' in the industry, recently joined the advisory committee of the National Cryptocurrency Association (NCA). The intensity of this move's signal even surpasses Musk's strong support for Dogecoin on Twitter: the U.S. power structure has shifted from 'suppressing crypto' to 'guiding regulation', and this policy shift is laying the groundwork for three opportunities that could disrupt the market in 2025!
First wave: Regulatory easing, institutional funds may 'flock in'.
Giancarlo is by no means an ordinary figure—he is the drafter of the first U.S. cryptocurrency regulatory framework (Digital Commodity Exchange Act) and has promoted the legalization of Bitcoin futures. Now that he stands for NCA, it is equivalent to issuing a 'compliance pass' to the industry.
This scene is reminiscent of the pre-heating before the SEC approved Bitcoin ETFs in 2020: back then, Grayscale's GBTC premium once skyrocketed by 80%, and the madness of institutions scrambling for Bitcoin is still vivid. This time, with the policies like the 2025 spot ETF 2.0 and stablecoin legislation being implemented, once 'massive funds' like pension funds and university endowments enter the market, 'compliant veterans' like BTC and ETH are likely to initiate the market first.
Second wave: Compliance benefits, giving rise to the next generation of potential coins.
NCA is backed by giants like Coinbase and a16z, along with endorsements from former regulatory officials. 'Compliance' will become the core driving force of this bull market.
Referring to the 2021 case where Coinbase's listing directly ignited the Web3 concept, and UNI doubled within three days—now following the same logic, compliant DeFi and RWA (real-world asset) projects may replicate the miracle.
What’s more worth noting is that NCA is lobbying Congress to introduce an 'innovation sandbox', and privacy coins along with AI + crypto may become the first 'pioneers' to enjoy policy benefits. After all, seizing the opportunity before regulatory clarity often means greater chances.
Third wave: The 'Giancarlo concept coin' may become a breeding ground for tenfold potential stocks.
History has long proven that regulatory easing periods are most likely to give birth to dark horses: In 2017, Japan's recognition of Bitcoin as legal directly propelled XRP to a hundredfold market. Now with Giancarlo on stage, the BTC, ETH, and LTC he once promoted for compliance may be assigned a 'liquidity premium' by funds, becoming the short-term focus.
Layout strategy reference:
Short term: Focus on BTC, ETH, and LTC, which are 'key concerns' of the CFTC; they are expected to enjoy benefits first when liquidity erupts.
Medium term: Ambush in the compliant infrastructure track; it may welcome a main upward wave before policy implementation.
Long term: Track 'policy-friendly coins' held by U.S. lawmakers, closely follow compliance trends, and reduce risks.
A final reminder: This round of policy benefits may be the last opportunity for ordinary people to participate in the cryptocurrency market with a 'low threshold'. Once the SEC's whitelist tokens and compliant DeFi are fully implemented, the entry cost for retail investors may increase significantly.
Do you think privacy coins will become the 'demon king' of this round, or is AI + crypto more promising? Stay tuned for the latest developments and capture the signals of the trend in time!
