Recently, the U.S. Securities and Exchange Commission (SEC) officially announced the "Project Crypto" plan, a move that may signify the beginning of the transition of the U.S. capital market towards blockchain technology. Although the overall crypto assets market is currently in a downward trend, some large investors seem to have quietly begun to lay out their strategies, and their investment behaviors may reveal the future direction of the market.

It has been observed that three types of crypto assets have received special attention:

First is CPOOL, a protocol focused on lending physical assets on the blockchain. In the past 24 hours, large investors have increased their holdings in CPOOL by 1.84%, despite its price falling by 8.7%. If the U.S. indeed promotes the blockchainization of the bond and credit markets, CPOOL may become one of the pioneers.

Secondly, there is UNI, the governance token of the largest decentralized exchange Uniswap. In the past week, large investors have increased their holdings by 7.26%, with a total holding of over 6 million UNI, valued at nearly 57 million USD. If the United States launches a "on-chain securities exchange" in the future, Uniswap is likely to become an important platform for trading tokenized stocks.

Finally, there is LINK. Despite a recent price fall of nearly 8%, large investors have purchased about 460,000 LINK (worth approximately $7.7 million) in the past 30 days. Considering the requirements of "Project Crypto" for the authenticity, reliability, and auditability of on-chain data, Chainlink's oracle services may play a key role in the future.

It is noteworthy that the balances of these tokens on the exchange continue to decline, indicating that some investors are transferring tokens to private wallets, possibly for long-term holding.

Although the overall market is currently in a downtrend, the behavior of large investors may indicate potential investment opportunities. Their investment decisions are often based on in-depth market analysis and long-term outlook assessments. However, investors should proceed with caution, conducting thorough research and risk assessments, as the high volatility of the crypto assets market still exists.

As the US Capital Market may transition to Blockchain technology, we might be at an important turning point. However, how it will develop specifically still requires further observation of regulatory policy changes and market reactions.