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Kithe
Kithe
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关于 CLARITY Act,我的判断很简单: 短期大概率过不了,但也没那么重要。 1、法案重要,但不是必选项 核心就是用立法划清 SEC 和 CFTC 的监管边界。 但参议院已经卡了几个月,DeFi、稳定币生息还在扯,加上中期选举,时间窗口其实很短。 所以我不纠结它到底过不过。 2、真正值得盯的是概率波动 特朗普发言、SEC合规ICO框架、CFTC主席 Selig 的表态,都可能让通过概率短期跳动。 我在 @bagel_win 20%以内开的仓,现在已经回到28%了。🎉 所以: 不赌结果,盯概率。 3、监管其实已经提前补位 SEC的合规ICO通道,本质是在给代币铺一条: 证券 → 脱离证券属性 → 商品 的路。 CFTC也在推动交易所、经纪商、做市商、永续平台进入监管体系,Hyperliquid大概率也会往这条路走。 再加上 token taxonomy,资产分类、发行、交易监管,都在逐步落地。 所以说白了: CLARITY不过,监管也不会停。 当然——万一过了呢?那就当提前蹲好了。😏 #白宫峰会:特朗普称曾讨论购入BTC $BTC
Kithe
Kithe
No wonder there was a pump just now A White House advisor publicly expressed support for the crypto bill, this move is quite interesting. The CLARITY Act just passed Congress, and someone immediately came out to support it, indicating the market is becoming increasingly sensitive to policy trends. The core of the bill is to give crypto assets a clear legal status, basically aiming to make regulation clearer. Now the key is whether the Senate can push for a vote before September 15; dragging it out too long might affect industry confidence. Actually, this reflects that the US is trying to balance innovation and risk. Don’t rush to shout "bull market is here," but at least it shows the policy direction hasn’t gone off track. What the crypto industry needs is not a great leap forward, but stable expectations. $BTC

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