2026-01-15 09:31:09

#美国贸易赤字扩大 Regulatory winds have suddenly shifted, and the crypto world has exploded this week. A leading compliant platform has taken the lead in withdrawing support for the "CLARITY Act," prompting the Senate Banking Committee to cancel its scheduled hearing on Thursday. Industry dissatisfaction finally erupted this Wednesday— the issue is straightforward: lawmakers have presented a 278-page amendment that makes too many concessions to banks and traditional financial institutions, especially regarding stablecoin yields and tokenization, directly hitting the pain points of the crypto community.

The current situation is interesting. Previously discussed topics like the "Trump trade" and market liquidity expectations have encountered new variables. The regulatory uncertainty caused by the bill's stall is likely to cool institutional investors' enthusiasm for allocations in the short term. This stands in stark contrast to the recent optimistic market sentiment.

The real divergence lies ahead. If the final bill is indeed stringent, it will accelerate the separation between "value-driven" projects and "emotion-driven" hype. Meme coins that rely solely on liquidity and FOMO sentiment will find their survival space squeezed. However, there is an interesting reverse mechanism—projects that can demonstrate "real on-chain utility," such as those focused on education and public welfare, and clearly show that they do not directly compete with traditional finance but instead create positive social value, may find a unique niche within the new regulatory framework. To some extent, this becomes a model of "compliant innovation."

For the community, the current focus should be on closely monitoring the final versions of stablecoin yield terms and token issuance regulations. These two factors will directly determine how funds flow within the ecosystem and how it expands in the future. It is recommended to be more prepared on two fronts: continue building and demonstrating irreplaceable offline value, and also prepare for a potentially longer-than-expected regulatory period of chaos.

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ForumMiningMaster

· 11h ago

It's the same old story, bankers' tricks to suppress crypto. --- Page 278 just to favor traditional finance? That's really outrageous. --- Are meme coins about to cool off? My Dogecoin. --- So, are we bearish or bullish? How should we operate this week? --- The hearings have been canceled, indicating some serious issues, brothers. --- Compliance and innovation sound good, but in reality, we're still being regulated to death. --- The yield on stablecoins is indeed crucial; we need to keep an eye on the upcoming developments. --- Liquidity cooling, institutions might be ready to scoop up the bottom. --- Real utility off-chain? That makes my scalp tingle—how exactly is it defined? --- Being prepared on both ends isn't wrong, but it seems like it's already too late to get ready now. --- This chaotic regulatory period has indeed been a bit long; I can't hold back anymore.

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AllInAlice

· 11h ago

Page 278 amendments are really impressive, pampering big banks like this, are we being sold out? --- This wave of meme coins is tough, but projects that are truly useful actually have a chance. When regulation approaches, you'll see who's genuine and who's fake. --- The returns on stablecoins are choking our veins; we must keep a close eye on the final version. --- Trump's transactions are gone, institutions are scared now, and it's indeed cold in the short term. --- Ecosystem projects with real offline value can survive this wave; relying solely on sentiment will definitely lead to disaster. --- The bill has been delayed again and again, which actually gives us time to adjust. Bad things can turn into good things, right? --- The hearings have all been canceled, indicating that the circle has already exploded. Isn't that straightforward enough? --- Preparing for both scenarios is a good suggestion; we need to trust but also be cautious. --- The banks are being too ruthless; the real moment of differentiation has arrived. --- Offline value is the future; projects that are purely speculative should really give up.

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CrossChainBreather

· 11h ago

Page 278's amendment? That's like cutting your own team with a knife. The banks are really good at playing tricks. --- It's time for meme coins to cool down. Anyway, I haven't invested much, just waiting for those truly useful projects to survive. --- So now it's about seeing who can prove they're not just tools for harvesting leeks. It's kind of interesting. --- Liquidity expectations have been shattered everywhere. Institutional investors are probably debating whether to keep chasing now. --- The returns on stablecoins are really stuck. No wonder top platforms are withdrawing support. If it were me, I'd be annoyed too. --- The off-chain value proposition is quite interesting. Education and charity are indeed easier to get approved, but how many are actually doing it? --- The prolonged period of regulatory chaos means we need to strengthen our internal skills and not just rely on hype. --- I can't continue the story of trading based on Trump's model. This week's market trend needs to be reassessed. --- Token issuance terms are core. They determine how the ecosystem will operate later, so we must keep a close eye. --- Wait, projects with real industry applications might actually have a chance? I need to think more about this logic.

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NFTBlackHole

· 11h ago

Again with this set? Page 278 amendments sneakily open the back door to traditional finance, while our Meme coins get hammered. --- Now that the glitch is fixed, institutional investors should stay calm and composed. The "Trump Trade" bubble has been burst. --- Really, the yield on stablecoins is just openly mocking us. No wonder top platforms are withdrawing support. --- Wait, can public welfare ecological projects actually survive? This logic is interesting—it's a model of compliant innovation, right? --- Is the regulatory chaos period longer than expected? Be prepared, everyone. This wave might be tough for a while. --- Basically, you either prove you have real utility or get delisted. There’s no middle ground. --- The final version of the token issuance terms hasn't been released yet; it's all speculation. Let's wait and see. --- The decision by the Banking Committee to cancel the hearing shows that the crypto community's grievances have indeed reached a boiling point.

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