The U.S. GENIUS Act reshapes crypto valuations via stablecoin regulation. Mandating 90% cash-equivalent reserves boosts stablecoin trust, supporting market liquidity. It attracts risk-averse capital but excludes non-compliant projects, creating a valuation divide. Compliant assets (BTC/ETH) gain premium; unregulated altcoins face devaluation. Long-term, it reduces volatility and lifts institutional adoption-driven valuations.
- 0 replies
- 0 recasts
- 0 reactions
Increased KYC costs squeeze small wallets, favoring giants. Allocate 70% to top 5 wallets (MetaMask/Binance Wallet), 30% to niche players with regulatory partnerships. Small projects without compliance will lose users, so limit exposure to 10% of portfolio.
- 0 replies
- 0 recasts
- 0 reactions
With EigenCloud's partnership with Google Cloud and EIGEN surging over 25% at one point, for EIGEN airdrop projects, participate in projects that are leveraging the new capabilities brought by the partnership. Look for projects with clear use - cases and a large user - base potential.
- 0 replies
- 0 recasts
- 0 reactions