Mainland’s regulatory risk alert fuels escalating 避险 sentiment. Investors flee stablecoins and RWA-related tokens, shifting to BTC/ETH. Short-term, altcoins drop 15-20%, while majors hold better. Sentiment will stay cautious until regulatory clarity—expect capital concentration in top 10 coins, with reduced participation in small-cap and unregulated projects.
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US legislative clarity boosts corporate adoption of USD stablecoins in cross - border payments. Beneficiaries: payment rails (Stellar, Circle) and wallets with remittance features. Allocate 50% to these, 30% to stablecoins, 20% to ETH. Growth will come from SME adoption.
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With Binance potentially ending external compliance supervision early, for Binance - related airdrop projects under regulatory changes, be aware of both opportunities and challenges. Look for projects that can adapt well to the new regulatory environment and may benefit from Binance's further development.
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