Is the regulatory iron fist coming? SEC Chairman's remarks scare not only players!
SEC Chairman Paul Atkins made a statement today at a roundtable meeting, warning about the risks of excessive regulation. Although he mentioned that a balance can be found, the key point is that he revealed his hand: the government has the full capability to turn the entire crypto world into the most powerful 'financial surveillance prison' in history.
My view is quite straightforward: this is a short-term false alarm, but long-term it is a great benefit.
Why? Because this message is not aimed at retail investors like us; it is directed at Wall Street and Congress.
His emphasis on 'balance' is meant to reassure traditional large institutions that are rushing into the market, telling them: don't be afraid, the market won't be chaotic, we will regulate, but we won't stifle. Your money is safe. This is akin to adding another layer of insurance to the bull market. Recent SEC agendas also indicate that they prefer to establish a clear framework rather than simply suppressing.
What impact does this have on the market?
Short-term volatility: Sensitive funds may avoid privacy coins and DeFi projects, which are 'difficult to monitor', temporarily flowing into mainstream assets like BTC and ETH.
Long-term clarity: The clearer the regulatory path, the more institutions holding trillions of dollars, like BlackRock and Vanguard, will dare to invest real money. What they seek is compliance certainty.
What should players do now?
Don't scare yourself, but stay alert:
Hold core assets: Bitcoin and Ethereum. They are the main channels for institutional entry and the safest.
Steer clear of high regulatory risk targets: Especially those small coins that purely rely on 'anonymity' and 'anti-censorship' narratives, as they are likely to become the first targets of regulation.
Adopt institutional thinking: Stop chasing after prices. What are institutions doing? They are steadily investing in RWA and staking for yield, which can produce actual cash flow. This is the trend of the future.
Want to see which sectors can take off with this wave of 'compliance tailwind'? Follow me, and in the next article, I will break down the movements of institutional wallets to understand their secretly laid 'compliance Alpha' opportunities.
What players need to do is 'patiently wait for opportunities and act decisively and accurately'. Follow the leader, come to the village to receive daily real-time strategy shares + cutting loss guides!
#美SEC推动加密创新监管 $FHE
