Today, Trump personally stepped up and officially reached an agreement with the hardliners of the Republican Party, putting the three major crypto regulatory bills back on track for passage!
Today is not an ordinary 'political rhetoric'; this is a substantive legislative advancement signal. It should be noted that these bills were previously forcibly 'procedurally blocked' due to intra-party disagreements, directly stuck at the voting stage. Now that the White House is personally presiding over it, Trump has smoothed over the internal opposition with one sentence, and the signal released behind this is very clear:
The U.S. leadership has officially incorporated the crypto industry into its electoral strategy core, and the next step is to move from 'verbal support' to 'legal protection.'
Insight:
First, policy risks are rapidly cooling down.
The biggest fear is unclear regulation, the biggest fear is being stuck in the gray area. Now Trump is directly putting regulation on the agenda, indicating that the compliant era of the U.S. version of Web3 has officially begun. Next, the stablecoin bill, market structure bill, and DeFi-related rules may accelerate implementation.
Second, the 'compliance gate' for traditional capital and institutions has been opened.
Moving from gray areas to clear regulations is the 'last piece of the puzzle' for large funds to enter. Once the bills provide a clear bottom line, Wall Street capital, hedge funds, and pensions can legitimately rush in.
Third, this is an extension of the 2024 'crypto ballot battle'!
Trump is not a philanthropist; why is he suddenly so cooperative? The answer is simple: young voters, innovation supporters, anti-government regulation factions... these groups are all in the crypto space!
You can understand this as: he is exchanging votes with a crypto attitude, while we want to exchange voting rights for a bull market!
My judgment:
Favorable for BTC, ETH, and other mainstream currencies, especially projects related to spot ETFs, stablecoins, and compliance.
Once the regulatory framework is clarified, the entry threshold for funds will be lowered, and traditional capital will be more willing to bet on the crypto market.
Trump has started frequently sending messages to the crypto market, and the signal released is very clear: votes must be secured, and crypto must be aligned.
The market won't wait for anyone; smart capital has already begun to position itself for policy dividend main lines. Follow me, I'm Xiao Chen, here to lead you ahead of the market trends with data and logic.
#BTC #ETH（二饼）
