1. Major news: SEC regulatory shift, bull market engine ignited!
Paul Atkins, the chairman of the SEC, just launched the 'big bomb' policy—allowing physical redemption of Bitcoin ETFs and establishing the 'SEC Crypto 2.0' working group, directly giving the crypto market a 'compliance pass'! Bitcoin instantly soared by 8%, Ethereum broke through $5000, and institutional funds flooded in.
Captain highlights the key points
Physical redemption ETF through: Giants like BlackRock and Fidelity can directly exchange Bitcoin for ETF shares, drastically lowering the entry barrier for institutions and doubling liquidity! This means Bitcoin could replicate the explosive myth of gold ETFs.
DeFi 'get out of jail free card': The SEC clearly states that 'code developers are not liable', protocols like Uniswap and Aave completely shake off the shadow of lawsuits, with on-chain TVL surging 20% in a single day.
Regulation shifting from 'cracking down' to 'paving the way': Atkins halted the previous administration's 'enforcement regulation' upon taking office, turning to support innovation, even Trump is calling out that 'New York should become the crypto capital.'
2. Three nuclear-level impacts on the cryptocurrency space
Opportunities for sudden wealth are here:
Institutional FOMO: 70% of hedge funds plan to increase holdings in crypto assets, with Bitcoin at $100,000 just the starting point.
Altcoin spring: Compliant miners and compliant stablecoins become the new favorites, especially focusing on SEC named 'non-securities' tokens.
Options market explosion: BlackRock increases Bitcoin options position limit by ten times, and derivatives trading volume will crush gold.
Deadly risk warning:
Policy implementation delayed: The Democratic Party may obstruct the 'physical redemption' details, with the SEC vote in September being a key turning point.
USDT crisis: New regulations require stablecoins to have 100% reserves in US Treasuries; if Tether can't withstand this, it may trigger a collapse.
3. Three major ambush strategies that retail investors must follow
Keep a close eye on these three lines:
(1) Bitcoin ETF approval: If BlackRock passes physical redemption, it will immediately increase positions in BTC and miner stocks.
(2) SEC 'whitelist' tokens: Focus on 'non-securities' projects in the working group's report.
(3) New York policy dividends: Compliance mining sites and subsidies for Web3 talent, ambush related concept tokens.
Captain's exclusive insider information:
SEC internal documents leaked, the next wave will approve 'Bitcoin + Ethereum mixed ETF'! For those wanting to position early, opportunities and risks coexist in the crypto space, staying alert and finding the right timing is key. I also discovered a short-term project with huge potential for a surge! Want to follow? Just hit the profile.@船长趋势 !
