▪️ Which coins benefit from the passage of the GENIUS bill???
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· Firstly, on the positive side, compliance attracts traditional funds to enter, stablecoins become the bridge between crypto and TradFi, and bullish market expectations strengthen;
· As for risks, the high compliance costs for small and medium projects may lead to market monopolization, DeFi innovation could be stifled by being bound to U.S. Treasury bonds, and regulatory arbitrage may shift overseas (such as offshore stablecoins).
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· Prioritize positioning in compliant stablecoins ( $USDC ), leading RWA projects ( $ONDO ), and DeFi infrastructure ( $AAVE , $CRV ).
· Be cautious of algorithmic stablecoins and decentralized projects with insufficient reserves, and pay attention to Layer 1 ecosystem migration opportunities.
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The crypto market seems to have gained compliance, but in reality, it has become a tool for taking over U.S. Treasury bonds. However, if this can lead to a 10-year bull market, I am willing to follow this game. After all, under the dominance of the dollar, making money is not embarrassing.
Let's put it this way, compliance is king, but there will always be a market for unconventional paths.
Finally, DYOR!!! Class dismissed 👏
