Breaking News｜SEC Has New Leadership, Is the Crypto Market Facing a New Inflection Point?
Tomorrow, Paul Atkins will officially succeed Gary Gensler as the Chair of the U.S. SEC —
The Powell era is gone for good, and Gensler's 'iron fist' has come to an end.
From past experiences, Atkins has strong ties with insiders in the digital asset industry and has been involved in consulting for many years, earning a reputation as being 'relatively friendly'.
Interpretation of the impact:
1️⃣ Compliance Window May Open
During the Gensler era, the SEC heavily scrutinized IPOs, the metaverse, and DeFi. With Atkins coming to power, it is expected that there will be more encouragement for 'self-regulation' + 'industry self-cleaning,' and many stalled ETF applications may have a chance to be restarted.
2️⃣ Accelerated Capital Flows
Institutions were previously waiting on the sidelines; Atkins has stated that he 'respects innovation,' which may lead to large-scale foreign investments re-entering the market in the short term.
3️⃣ Sector Differentiation Intensifies
Not all altcoins will benefit; only those close to the 'innovation windfall' will be the first choice:
AI Computing & Data: Computing tokens, on-chain AI projects have promising futures.
GameFi Sector: Real user growth and strong ecosystem stickiness.
Decentralization: EigenLayer, re-staking protocols, concepts that are more appealing to the SEC's 'friendly regulation'.
RWA Assets on Chain: Projects like Ondo, Plume, and Clearpool will also come into the investors' sights.
Practical Strategies:
– Bottom Fishing: After BTC/ETH stabilizes, first look at the rotation of AI, GameFi, and DeFi, then pay attention to RWA recovery opportunities.
– Avoid FOMO: Frontline hot spots may not be sustainable; wait for both transaction volume and subscription enthusiasm to confirm before getting in.
– Parallel Take-Profit and Stop-Loss: The ZC window is precious, but the market sentiment changes quickly; effective risk management is necessary to come out on top.
Brothers, the SEC 'leadership change' signal is lit; it's not the beginning of a celebration but rather the most dangerous and opportunistic watershed moment. When Trump took office, it was also a flourishing time, but good times didn’t last long, and the six-month downward trend is still fresh in memory.
So in this current situation, do not blindly chase hot trends and run immediately; do not get carried away.
