Just now, Circle CEO Jeremy Allaire publicly stated: (The Genius Act) lays the foundation for digital currency regulation in the U.S., but the current regulatory framework still has significant gaps! This statement seems official, but it actually contains hidden implications—it directly reveals the intense power struggle within U.S. regulatory bodies, and a regulatory storm that will determine the future of cryptocurrency is quietly brewing in Washington!
In-depth news interpretation
The ambition behind (The Genius Act): This act is recognized as America's 'nuclear weapon' in the global battle for digital asset discourse power, aiming to push the dollar stablecoin (especially USDC) into the core of global settlement. But Circle's president speaking out at this moment is actually pressuring the SEC—current regulatory ambiguity has severely hindered compliant institutions from entering, and may even allow the U.S. to lose to regions like Europe and Hong Kong that are accelerating legislation!
September ultimate deadline: The SEC's final decision window on the Ethereum spot ETF has less than 30 days left! Giants like BlackRock and Grayscale are on high alert. If approved, trillions of traditional funds will flood in; if rejected, the market may see a repeat of the 'policy slaughter-style collapse' of 2021! Circle's statement now may pave the way for ETF approval—clearer rules are needed to attract institutions!
The Biden administration's final battle: 2025 is a key year for Biden's term, and digital asset policy will become his 'tech finance legacy'. Internal White House information indicates that the Treasury and SEC are in fierce conflict—Yellen supports progressive regulation, while Gary Gensler insists on a high-pressure stance. Circle, as a representative of compliance, is making this statement to compete for policy-making discourse power!
Impact on the crypto space: Life-and-death situation or golden pit?
Short-term pain (1-3 months): Regulatory uncertainty will lead to a surge in volatility, especially altcoins may face an SEC 'enforcement wave' (refer to the situations faced by XRP and SOL in 2023). Be sure to avoid small coins with unclear compliance attributes!
Long-term super bull market (6-12 months): Once U.S. regulation becomes clear, massive Wall Street funds will flood in through ETFs, trusts, and other channels, leading BTC, ETH, and mainstream compliant tokens (such as USDC and RWA sectors) to unprecedented institutional bull markets!
Biggest winner tracks:
Compliant stablecoins (led by USDC): Directly benefiting from the push of the act, at the core of the settlement hegemony struggle!
Bitcoin spot ETF and custodians: Traditional giants like BlackRock and Coinbase have already positioned themselves!
RWA (Real World Assets): After policy clarification, tokenization of real estate and government bonds will explode!
Iron Eagle operation advice
Immediate positioning: Shift positions towards BTC, ETH, and compliant platform tokens (like COIN), avoiding small-cap altcoins!
Hedging strategy: Hold some USDC to deal with potential black swans while positioning for regulatory-friendly tokens (such as POLYX, CFG, and other RWA concepts)!
Key time points: Keep a close eye on the SEC's decision on the Ethereum ETF in September and the U.S. election policy debates in October!
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