The SEC's New Policy Arrives: On-Chain Stock Markets Open, #USDC Is Entering the Trillion-Dollar Era
The SEC's new policy is not a "small adjustment"; it rewrites the industry's underlying logic: On-chain stock markets are coming. Who can carry compliant assets? Of course, it's USDC—this kind of regulated, auditable, and traditional finance-accessible "on-chain dollar." What does this mean? In one sentence— USDC's market share will directly expand to the trillion-dollar level. And the so-called "compliance" essentially means clearing the field: Unlicensed players exit the stage, those without qualifications are passively phased out. USDT's scale? In the future, it will only become more marginalized, Not because it's bad, but because the regulatory era no longer needs it. Many people discuss whether "new stablecoins can compete." The question is: From an entrepreneur's perspective— What can you use to beat an entity that has been operating for N years, holds regulatory channels, connects to the global banking system, is backed by a wall of institutional support, and has resources, teams, and licenses that are all ahead? The answer is very realistic: You can't beat it. SEC is opening the door to the era of compliance, While USDC is standing at the door smiling.
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
The SEC's New Policy Arrives: On-Chain Stock Markets Open, #USDC Is Entering the Trillion-Dollar Era
The SEC's new policy is not a "small adjustment"; it rewrites the industry's underlying logic:
On-chain stock markets are coming.
Who can carry compliant assets? Of course, it's USDC—this kind of regulated, auditable, and traditional finance-accessible "on-chain dollar."
What does this mean?
In one sentence—
USDC's market share will directly expand to the trillion-dollar level.
And the so-called "compliance" essentially means clearing the field:
Unlicensed players exit the stage, those without qualifications are passively phased out.
USDT's scale? In the future, it will only become more marginalized,
Not because it's bad, but because the regulatory era no longer needs it.
Many people discuss whether "new stablecoins can compete."
The question is:
From an entrepreneur's perspective—
What can you use to beat an entity that has been operating for N years,
holds regulatory channels,
connects to the global banking system,
is backed by a wall of institutional support,
and has resources, teams, and licenses that are all ahead?
The answer is very realistic:
You can't beat it.
SEC is opening the door to the era of compliance,
While USDC is standing at the door smiling.