#稳定币监管风暴
【China's Regulatory Tightening】Bitcoin ($BTC) Faces Strongest Compliance Challenges! How Should Investors Respond?
Latest Policy Developments in China:
• Ten departments, including the central bank, jointly issued a document to completely block foreign exchange operations within the country (including OTC deposits and withdrawals)
• Multiple regions, including Zhejiang and Guangdong, are launching the 'Virtual Currency Mining Special Rectification 2.0' campaign
• WeChat/Alipay are strengthening transaction monitoring, with abnormal accounts being frozen directly
Market Chain Reactions:
• The offshore RMB premium suddenly dropped to -5% (historically rare discount)
• User activity among platforms like Huobi and OKX has halved for Chinese users
• The offshore price of USDT has fallen below 6.8, increasing outflow pressure
In-Depth Impact Analysis:
✅ Chinese miners are accelerating their relocation to Central Asia/Middle East (hash rate share has fallen below 10%)
✅ Licensed exchanges in Hong Kong are becoming new channels (but the threshold has increased to 8 million HKD in net assets)
✅ The pilot program for digital RMB is expanding, which may squeeze the demand for stablecoins
Compliance Survival Guide:
1️⃣ Immediately stop using domestic bank cards for related transactions
2️⃣ Prioritize selecting licensed platforms in Hong Kong (such as HashKey)
3️⃣ Pay attention to pilot enterprises of 'Digital RMB + Blockchain' (concept stocks of $XXXX)
Risk Warning:
• The Ministry of Public Security's new round of 'Card Cutting Action' targets capital flows in the crypto space
• Companies using cryptocurrencies for payments may face criminal risks
Do you think China will fully open up cryptocurrency trading?
