#我的2026第一条帖 Historic Countdown! The U.S. "Clear Act" to be reviewed tomorrow, the "Constitution" of the crypto world is about to take shape

The crypto industry is about to迎来 a decisive moment.

According to Fox News, the U.S. Senate Banking Committee will formally review the latest draft of the "Digital Asset Market Clarity Act," known as the "Cryptocurrency Industry Constitution," on January 15th at midnight Beijing time (10 a.m. Eastern Time on January 15th). This decade-long "regulatory jurisdiction war" that has troubled the industry is expected to reach a final ruling.

From the high vote passage in the House of Representatives, to repeated revisions in the Senate, and now entering the review countdown, every step of this bill has been closely linked to the trillion-dollar market.

If passed, the bill will reshape the four major patterns of the global crypto industry:

1. Mainstream assets will become the "standard configuration" for institutions, with a complete change in buying structure
Clear regulation is the only prerequisite for large-scale institutional entry. Once the bill is implemented, it will provide a clear compliance path for traditional large funds such as pensions and hedge funds. Data shows a trend: after the House passed the framework in 2025, the management scale of U.S. Bitcoin ETFs has exceeded 800,000 BTC, and the scale of BlackRock's iBit reached $100 billion. In the next stage, "digital commodities" like Ethereum will become the core targets for institutional allocation.

2. Major reshuffle in the exchange industry, compliance as a moat
In the future, only "digital commodity exchanges" registered with the CFTC will be able to legally trade mainstream assets like Bitcoin and Ethereum. This will lead to the exit of many non-compliant small and medium platforms, while leading platforms like Gate.io and Coinbase, which have already laid out compliance, will leverage their licenses to form a "winner-takes-all" situation.

3. DeFi must "bring value," ending the era of high-yield bubbles
The bill may impose bans on the "risk-free high-yield" stablecoin yield model, forcing DeFi protocols to shift from pure "high-yield money-making" to businesses that create real value, such as staking, liquidity mining, and real-world assets (RWA). Meanwhile, DeFi protocols may also be required to embed anti-money laundering (AML) and user identity (KYC) verification, moving toward "compliant DeFi."

4. "U.S. standards" will become the global template, emerging markets face choices
As the world's largest crypto market, the U.S. has established a dual regulatory framework of "asset classification + stablecoins," which is likely to serve as a reference template for legislation in other countries. This could accelerate the global dominance of compliant stablecoins (like USDC) and push emerging market countries to establish their own regulatory frameworks quickly to prevent capital outflows and the loss of financial sovereignty.

Important reminder: Opportunities and risks coexist

· The bill is still in the review stage, and the final version may still be adjusted.
· Compliance does not mean risk-free; anti-money laundering and anti-market manipulation regulations will continue to strengthen.
· Advice for ordinary investors: focus on allocating compliant mainstream assets, use licensed trading platforms, and stay away from unregulated niche tokens and high-risk contracts.
· Advice for industry practitioners: start researching compliance transformation paths immediately, closely monitor subsequent details from the CFTC and SEC, and avoid legal risks during policy transition periods.

From "regulatory fog" to "clear rules," the U.S. is establishing dominance for the digital financial era. The era of "barbaric growth" in the crypto industry is about to officially end, and a regulated, transparent, institution-led "mature market era" is accelerating.

Tomorrow, we may witness history.