The amount of information in the last 24 hours has been a bit outrageous:
SEC approves DTCC's stock and bond tokenization → CFTC cancels punitive crypto guidance → YouTube allows stablecoin settlements → The largest debt buyback in U.S. history.
None of these four are 'minor positives', but rather systemic changes.
What does this mean?
1. My intuition: This time it's not 'emotional fluctuation', but rather a structural change.
The approval of DTCC's stock and bond tokenization actually signifies that one of the most core aspects of traditional finance has officially been absorbed by blockchain. This is not 'a trial run by some institution', but rather the underlying clearing logic of the U.S. capital markets beginning to go on-chain.
the actions of the CFTC are more intriguing—regulators no longer see the 'crypto industry' as a hassle but as an industry.
The Treasury's large-scale buyback and YouTube's stablecoin payments indicate that: the dollar system is adapting to crypto rather than resisting it.
This change cannot be reflected in today's price movements; it can only be manifested in a five-year market value curve.
2. The narrative has shifted from 'speculation' to 'infrastructure.'
We are transitioning from an era of 'who can trade faster' to one of 'who can carry more real value.'
This is why I pay particular attention to education, public welfare, and tangible sectors.
For example,#Max what the community is doing (@Max Charity ),
bringing children into Giggle Academy, this is
the first time a community is participating not for price fluctuations, but in the essence of human value.
3. Finally, one last thing
Major trends are never initiated when emotions are at their peak,
but rather when a series of seemingly unrelated major events begin to accumulate.
And I choose to document, participate, and take action.
If you are also seeking true long-term value—
follow me, and together we will understand the true direction of this cycle.
