The White House cryptocurrency report on July 31, #白宫加密报告发布# is not only a regulatory blueprint but also a "Declaration of American Innovation." From free ownership to the rise of stablecoins, from open trading to precise law enforcement, the White House has paved the way for "Crypto 3.0." In the future, can the United States become the global capital of encryption? Let's wait and see!

The impact of this report on the global Crypto Assets market:

Short-term effect: The crypto market sentiment is high, and mainstream coins like Bitcoin and Ethereum may experience volatility.
Long-term benefits: A clear regulatory framework is expected to attract institutional funds. The promotion of the US dollar stablecoin may reshape the global payment landscape. Emerging fields such as DeFi (decentralized finance) receive policy endorsement, accelerating innovation.
Global Perspective: This move by the United States may trigger a global regulatory race, with China, the European Union, and other regions potentially accelerating their responses.

The following sectors may have better performance opportunities.
Compliance Stablecoin Sector: The report positions the US dollar stablecoin as a "tool for extending financial hegemony" and establishes the world's strictest regulatory standards for US dollar stablecoins, such as the requirements of the "genius act" for issuers to hold federal licenses and undergo bank-level audits. This makes compliant stablecoin projects like usdc, paypal usd, etc., the biggest winners, and the development of related projects will receive policy support, creating a broad market outlook.
Bitcoin Strategic Reserve Section: The report first confirms Bitcoin as a "strategic reserve asset." Although details have not been disclosed, it clarifies the accumulation path, such as the confiscation of dark web criminal assets and targeted procurement. Compliant mining companies like Marathon Digital have become core supply channels, and demand for Bitcoin mining stocks and institutional custody is expected to further grow.
Tokenization of RWA sector: The White House plans to use federal funds to promote on-chain infrastructure, supporting the tokenization closed loop of real assets such as real estate and bonds. DeFi protocols are迎来政策性机遇, such as yield protocols like Aave and Compound will benefit from the influx of hundreds of billions of funds, and the on-chain "Normandy landing" of traditional finance will accelerate.