2025-12-30 23:26:00

This content is intended to chat with three types of people: macro strategy investors, arbitrage traders, and those who truly want to hold long-term.

The main point is: stop linking regulation with negative news. For compliant infrastructure, regulatory pressure might actually be the biggest opportunity.

The recent market has indeed been a bit scary. The EU MiCA regulation is targeting DeFi, the US SEC is suing a leading DEX, and Hong Kong is cracking down on illegal OTC. The market is all green, and many are wondering: should I completely liquidate to cut losses?

But from a different perspective, there’s a subtle shift happening.

In the past decade, the crypto industry was in a "wild growth" stage—those who were the most aggressive and resistant to censorship gained the most popularity. But now, it’s different. We’ve entered a new phase called the "regulation clarity stage," which means the era of RWA (Real-World Asset on-chain) has begun.

Where is the real growth? In traditional finance. Old Money managing trillions of assets are just waiting at the door. Why are they hesitant to enter? Because they fear regulation and compliance risks. This is not empty talk—they have real legal responsibilities.

Now, a key change is happening: regulators are starting to set the rules. What does this mean? It means the game rules are finally clear, and the formal players are really about to enter.

But there’s a prerequisite for the formal players: they need compliant tools they can use. It’s not just about "having tools," but about the market developing infrastructure that truly meets regulatory standards. Whoever can provide this set of tools will be at the core of the industry’s needs in the coming years.

So, the regulatory storm you see is essentially an "industry reshuffle." Chaotic projects will be pushed out, but those building compliant infrastructure are entering their best era. That’s why now is precisely the time to increase your holdings.

RWA19.84%

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quiet_lurker

· 5h ago

Bro, I have to say there's some logic to this, but I still feel like we're betting that regulation will ultimately "favor" us? I believe in the entry of Old Money, but who will develop the compliance tools, and how many projects can really last until that day? Adding positions is okay, but don't go all in... The real screening is just beginning, now we have to bet on the right track. Basically, we're waiting for the official troops to lift us up? We still have to stay alive until that day.

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UncleLiquidation

· 5h ago

The era of grassroots truly seems to be coming to an end, and this time it's not alarmist talk. The key for Old Money to enter the market is compliance tools; whoever holds them will take off. Regulation is not the end, but rather the official beginning. During the reshuffling period, hide in the corner and buy the dip. SEC suing DEX sounds intimidating, but actually it is paving the way for compliant players. Projects that can survive this round are truly scarce assets. Honestly, those still clearing out their positions probably haven't figured it out yet. The issue isn't regulation, but who can adapt to the new rules the fastest. RWA (Real World Assets) is indeed opening a window. Traditional finance's money is waiting for a signal, and clear regulation is that signal. Compliance infrastructure is the lifeline for the next three years; this logic is absolutely sound. Regulatory storms are actually a screening mechanism. Those who can't survive deserve to die, and projects with real gold and silver are actually more valuable. Who can provide Old Money with a set of reliable tools will be the winner of the next cycle. It's not hard to see.

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AirdropDreamBreaker

· 5h ago

Regulatory actions are actually signals; Old Money has been waiting for this. Compliance tools will become the next growth bottleneck, and this logic still holds. The real opportunities have always been in chaos; now is the time for reshuffling. People who sell off are always the last to regret it, but this time is truly different. Regulation ≠ negative news; too many people haven't figured this out yet. The infrastructure needed for traditional finance to enter is just beginning to secure its position. Ordinary people are still panicking, but the smart ones see the turning point here. In this wave of RWA, only those who do compliance well will survive until the end. Look at those truly big funds—they've been waiting for this "clear rules" moment.

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tx_or_didn't_happen

· 5h ago

Honestly, I agree with this logic. Old Money is just waiting for clear regulations, and now institutional-grade compliance tools are the real key players. --- The idea that regulation = bearish is outdated. Whoever develops the compliance infrastructure now holds the power. --- Wait, are you saying that chaotic projects will be eliminated and compliant infrastructure will take off? Then I really should clear out the trash coins I hold. --- Before the formal entry of legit players in the RWA era, compliance tool providers were indeed the most scarce. This logic makes sense. --- I just want to ask, how many infrastructure projects that truly meet regulatory standards are there now? Don’t just talk about concepts. --- Accelerated reshuffling is an opportunity, I get it. So which compliance-related projects should we focus on? Don’t just go for the superficial ones.

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ser_ngmi

· 5h ago

Regulation = Opportunity. I get this logic, but how many projects will actually survive until that day? It's nice to call it a reshuffle, but frankly, the rhythm of harvesting the leeks has just changed. Old money entering the market? Let's wait until they actually put their money where their mouth is. Right now, it's all talk. Compliance infrastructure sounds valuable, but who the hell knows which one will be the winner? I'm scared during this round of decline, but hearing you say that, I still feel a bit tempted to add to my position... Is this the effect you guys want?

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WhaleWatcher

· 5h ago

I think this perspective is interesting, but bro, you’re being too idealistic. Regulation will indeed filter projects, but real Old Money entering the market? I have my reservations. They’re not just worried about legal risks, but also about price volatility cutting into their gains. No matter how comprehensive compliance tools are, they can’t change the inherent risk nature of crypto itself. --- Having clear rules sounds good, but the reality is that most projects are still trembling in the gray area. Who truly meets regulatory standards? When the SEC sues DEXs and the EU’s MiCA is introduced, there are all kinds of manipulative operations. What exactly is the "compliance infrastructure" you’re talking about? --- So essentially, it’s a gamble on who survives the regulatory storm. Anyway, I don’t dare to increase my positions now; I’ll wait until the end of this year to see. --- The acceleration of reshuffling is just how it is, but I’ll hold off on adding to my positions for now. At least, I want to see how the EU’s implementation really unfolds. The rules on paper are worlds apart from actual enforcement. --- Alright, I admit your logic makes sense, but the timing? Too early, brother. Wait until Old Money actually shows up and makes a move. For now, it’s still a time of missed opportunities.

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SoliditySurvivor

· 6h ago

Is regulation actually a good thing? I need to think this through... Old money entering the market requires compliant tools, which indeed has some potential, but who can honestly say which company can truly do this well?

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