The biggest recent change in the crypto space is not the rise and fall of Bitcoin, but the divergence in global regulatory patterns! On one side, we have our country continuously intensifying its crackdown on virtual currency trading, while on the other side, countries like Abu Dhabi and Brazil are actively embracing crypto assets, with giants like Binance and Tether migrating to Abu Dhabi. Many fans ask me how we should position ourselves under this regulatory divergence. Today, I will thoroughly explain the opportunities and risks within it, allowing you to find direction in this chaotic market!
Let me first summarize the latest regulatory dynamics: The chairman of the U.S. SEC recently stated that financial markets across the U.S. may go on-chain within two years, and custody of tokenized stocks is also allowed; Abu Dhabi has attracted giants like Binance, Tether, and Circle to settle in, becoming a crypto hub connecting East and West; Brazil is also advancing its plan to become a stronghold for crypto, becoming the main battleground in the Latin American crypto market; meanwhile, domestically, regulatory intensity will only increase, and there is no room for domestic trading to survive. This kind of divergent pattern will lead to the redistribution of funds and will also give rise to new opportunities and risks.
Let me first mention two opportunities worth noting. The first is the value gap of Ethereum. I checked the on-chain data, and recently, whales have been quietly accumulating Ethereum; addresses holding over 10,000 ETH have seen their holdings rise to the highest level since March 2025. Why are whales choosing Ethereum? Because Ethereum has the most complete ecosystem, and the integration of AI and crypto (DeAI) mainly occurs on Ethereum. As global acceptance of crypto assets increases, Ethereum, as the leading public chain, will increasingly highlight its future value. My view is that Ethereum has now entered the 'strike zone,' and holding it long-term is likely to yield good returns.
The biggest recent change in the crypto space is not the rise and fall of Bitcoin, but the divergence in global regulatory patterns! On one side, we have our country continuously intensifying its crackdown on virtual currency trading, while on the other side, countries like Abu Dhabi and Brazil are actively embracing crypto assets, with giants like Binance and Tether migrating to Abu Dhabi. Many fans ask me how we should position ourselves under this regulatory divergence. Today, I will thoroughly explain the opportunities and risks within it, allowing you to find direction in this chaotic market!
Let me first summarize the latest regulatory dynamics: The chairman of the U.S. SEC recently stated that financial markets across the U.S. may go on-chain within two years, and custody of tokenized stocks is also allowed; Abu Dhabi has attracted giants like Binance, Tether, and Circle to settle in, becoming a crypto hub connecting East and West; Brazil is also advancing its plan to become a stronghold for crypto, becoming the main battleground in the Latin American crypto market; meanwhile, domestically, regulatory intensity will only increase, and there is no room for domestic trading to survive. This kind of divergent pattern will lead to the redistribution of funds and will also give rise to new opportunities and risks.
Let me first mention two opportunities worth noting. The first is the value gap of Ethereum. I checked the on-chain data, and recently, whales have been quietly accumulating Ethereum; addresses holding over 10,000 ETH have seen their holdings rise to the highest level since March 2025. Why are whales choosing Ethereum? Because Ethereum has the most complete ecosystem, and the integration of AI and crypto (DeAI) mainly occurs on Ethereum. As global acceptance of crypto assets increases, Ethereum, as the leading public chain, will increasingly highlight its future value. My view is that Ethereum has now entered the 'strike zone,' and holding it long-term is likely to yield good returns.
The second opportunity is in the AI payment track. Recently, the x402 protocol has been upgraded to version V2, supporting multiple chains and traditional payment channels. OpenMind has also partnered with Circle to achieve real-time payments by AI Agent at a rate of thousands of times per second. This track is the intersection of AI and crypto and is the future trend. For AI Agents to achieve scalable applications, payment issues must be resolved, and the decentralized, low-cost nature of crypto assets meets this demand perfectly. I have already positioned some leading projects related to this, and I will share more in the community later.
Let me talk about three risks that must be avoided. The first risk is projects in regulatory vacuum areas. For example, crypto OTC trading in Montenegro is all done through Telegram groups and intermediaries with cash transactions, reaching annual trading volumes of millions of euros, and there are also money laundering risks. Although regulation is loose in these places, if problems arise, you won't even have a place to defend your rights. My advice is to stay away from projects registered in regions with unclear regulations and choose projects in countries with a clear regulatory framework.
The second risk is the platform risk brought about by the migration of giants. Although Binance has shifted its global operations to Abu Dhabi and obtained local regulatory authorization, a scandal has recently emerged involving employees exploiting their positions for personal gain. This indicates that even large platforms have internal management issues. My advice is to avoid putting all your funds on one platform; try to diversify across different mainstream platforms and wallets to reduce the risk of platform collapse or theft.
The third risk is the hype trap of 'tokenized stocks.' The U.S. allows the custody of tokenized stocks, which is a good thing for the migration of traditional finance to blockchain, but there will definitely be bad projects that forge tokenized stocks for speculation. Brothers, tokenized stocks are essentially linked to traditional stocks and do not offer any excess returns. Those who tell you that 'tokenized stocks can double' are all scammers. Don't be misled by new concepts; stay away from tokenized projects that lack substantial asset backing.
Regarding the future market trends, my view is: the global regulatory divergence will lead the market into a 'structural market,' where not all crypto assets will rise; only those with technology, applications, and compliance with regulations will attract funding. In the short term, the market will continue to fluctuate due to the redistribution of funds, but in the medium to long term, the trend of mainstreaming crypto assets has not changed, and the value of quality assets will continue to rise.
Finally, a reminder: when investing in the crypto space, you must have a global perspective. Pay attention to domestic regulatory policies and also understand global market dynamics. Don't follow the crowd blindly; learn to think independently. Follow me, and tomorrow I will provide a detailed analysis of the seven major trends predicted by a16z for the 2026 crypto industry, helping you to position for future opportunities in advance. Like and save this, and let us move steadily through the waves of the crypto space together! The opportunity is in the AI payment track. Recently, the x402 protocol has been upgraded to version V2, supporting multiple chains and traditional payment channels. OpenMind has also partnered with Circle to achieve real-time payments by AI Agent at a rate of thousands of times per second. This track is the intersection of AI and crypto and is the future trend. For AI Agents to achieve scalable applications, payment issues must be resolved, and the decentralized, low-cost nature of crypto assets meets this demand perfectly. I have already positioned some leading projects related to this, and I will share more in the community later.
Let me talk about three risks that must be avoided. The first risk is projects in regulatory vacuum areas. For example, crypto OTC trading in Montenegro is all done through Telegram groups and intermediaries with cash transactions, reaching annual trading volumes of millions of euros, and there are also money laundering risks. Although regulation is loose in these places, if problems arise, you won't even have a place to defend your rights. My advice is to stay away from projects registered in regions with unclear regulations and choose projects in countries with a clear regulatory framework.
The second risk is the platform risk brought about by the migration of giants. Although Binance has shifted its global operations to Abu Dhabi and obtained local regulatory authorization, a scandal has recently emerged involving employees exploiting their positions for personal gain. This indicates that even large platforms have internal management issues. My advice is to avoid putting all your funds on one platform; try to diversify across different mainstream platforms and wallets to reduce the risk of platform collapse or theft.
The third risk is the hype trap of 'tokenized stocks.' The U.S. allows the custody of tokenized stocks, which is a good thing for the migration of traditional finance to blockchain, but there will definitely be bad projects that forge tokenized stocks for speculation. Brothers, tokenized stocks are essentially linked to traditional stocks and do not offer any excess returns. Those who tell you that 'tokenized stocks can double' are all scammers. Don't be misled by new concepts; stay away from tokenized projects that lack substantial asset backing.
Regarding the future market trends, my view is: the global regulatory divergence will lead the market into a 'structural market,' where not all crypto assets will rise; only those with technology, applications, and compliance with regulations will attract funding. In the short term, the market will continue to fluctuate due to the redistribution of funds, but in the medium to long term, the trend of mainstreaming crypto assets has not changed, and the value of quality assets will continue to rise.
Finally, a reminder: when investing in the crypto space, you must have a global perspective. Pay attention to domestic regulatory policies and also understand global market dynamics. Don't follow the crowd blindly; learn to think independently. Follow me, and tomorrow I will provide a detailed analysis of the seven major trends predicted by a16z for the 2026 crypto industry, helping you to position for future opportunities in advance. Like and save this, and let us move steadily through the waves of the crypto space together!
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