On August 25, 2025, the Hong Kong Monetary Authority officially announced: The new Basel Committee (capital requirements for crypto assets) regulations will be fully implemented starting January 1, 2026! This decision marks a new phase of global financial regulatory intervention in the cryptocurrency market!
According to the new regulations, banks and licensed institutions holding cryptocurrency assets must allocate 100% to 1250% in risk capital! (Mainstream assets like Bitcoin require 100% allocation, while some stablecoins and low-liquidity assets may require up to 1250%!)
Non-compliant institutions may face forced liquidation! The policy trends in Hong Kong, as an Asian financial center, are likely to trigger rapid imitation by regulatory agencies in Europe and the United States!
The new regulations cover a wide range, with stablecoins, DeFi protocols, and staking assets all falling under strict regulatory frameworks! High-leverage operating models face enormous challenges!
[Potential Impact on the Cryptocurrency Market]
Institutional selling pressure surges!
Banks, funds, and listed companies holding cryptocurrency assets will be forced to significantly reduce holdings or inject huge capital if they cannot meet capital requirements by 2026! Some top-listed companies may sell Bitcoin, leading to a large influx of BTC into the market!
Stablecoin ecosystem faces reconstruction!
New regulations impose extremely high capital requirements for stablecoins (up to 1250%), leading to increased operating costs for issuers, which may result in some stablecoins exiting the market or adjusting their pegging mechanisms!
Trading platforms face liquidity pressure!
After the implementation of new regulations, institutional investors may withdraw large amounts of funds from trading platforms, and mainstream platforms like Binance may face short-term liquidity pressure, leading to increased market volatility!
[Iron Eagle Exclusive Analysis: Retail Investor Response Strategies]
Avoid high-leverage assets! Be especially cautious of stablecoin pegging protocols and high-yield mining projects in DeFi; these assets are at the forefront under new regulations!
Focus on Bitcoin spot! Short-term market panic may lead to price collapses, but in the long term, compliance will attract traditional capital on a large scale, and Bitcoin may welcome a new round of value discovery!
Focus on compliance-oriented assets! Such as Bitcoin ETFs and custodial compliant tokens, institutional funds may shift towards these targets!
[Wealth Opportunities in Crisis]
After the market clears, a golden opportunity may arise! Regulatory implementation often accompanies panic selling, but history shows that compliance leads to healthier development (referencing market performance after policy evolution in certain regions).
Hong Kong is expected to become a hub for compliant cryptocurrency! Closely track the progress of compliant cryptocurrency products in Hong Kong to position for potential policy benefits!
On-chain data shows signals! Recently, a large amount of BTC has flowed from trading platforms to cold storage, indicating that smart money may be preparing for long-term positioning!
[Key Reminder]
January 1, 2026, may be a key turning point for the cryptocurrency industry! Either be eliminated by market forces under regulatory pressure or seize opportunities during the compliance process! The Iron Eagle will continue to track policy developments, click to follow for the latest market analysis and strategies!
#美联储降息预期
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