2026-01-10 23:22:35

Regulatory policies have taken a significant turn. The U.S. Securities and Exchange Commission has officially removed cryptocurrencies from the 2026 Priority Enforcement List, marking the beginning of a easing of regulatory pressure that has hung over the industry for years.

This timing is no coincidence. This week, non-farm payroll data came in below expectations, and the unemployment rate slightly increased, leading to a clear rise in market expectations for the Federal Reserve to cut interest rates. Against the backdrop of weakening economic data and a policy tone leaning towards easing, the SEC's move reflects a dynamic adjustment by regulators to the market environment. Once liquidity improves, institutional barriers to entering the crypto market will also decrease.

For market participants, this opens two doors. First, compliance concerns among institutional investors are significantly eased, and the previous "constraints" are loosening. Second, after the approval of Bitcoin spot ETFs, Wall Street continues to seek new allocation directions, and this policy change effectively removes many psychological barriers to entry.

However, risk warnings should also be taken seriously. Policies during mid-term election years often fluctuate, and the pace of rate cuts itself is uncertain. Short-term policy benefits do not necessarily equate to long-term certainty improvements, and the market still needs to wait for actual actions from the Federal Reserve for validation.

Looking ahead to the next phase, the market's driving logic may shift from 'regulatory game' to 'liquidity narrative.' If rate cuts are truly implemented and combined with regulatory easing, dual stimuli could push the market into a new cycle.

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RektRecorder

· 01-13 08:26

Wait, is the SEC really about to let go? Feels like another wave is coming It's both non-farm payroll data and interest rate cut expectations; the timing is just too coincidental Wall Street has been waiting for this signal for a long time. With spot ETFs already approved, what are we afraid of? However, who dares to guarantee anything during an election year? Turning hostile happens faster than flipping a book If interest rate cuts really materialize, then we can have a proper discussion. For now, listening to stories is useless

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RugpullTherapist

· 01-10 23:50

The SEC's move this time is truly decisive. Removing it from the list essentially means approval. Wait, there's no sign of interest rate cuts yet, let's not get too excited. Is this really different? I feel like it's just going to repeat... Oh my god, finally able to breathe a sigh of relief. Regulators have really been holding it together these past few years. Liquidity narrative? Nice words, but isn't it just betting on the Federal Reserve cutting rates? Psychological barriers are gone, but wallet pressure still remains. Will institutions really come? Feels like I hear this phrase every year, only to be disappointed again. Dual stimulation is a good thing, but I'm worried it might just be another case of policy flip-flopping. Let's wait until the rate cut actually happens. It's too early to say now. Finally, there's a chance to breathe. These past two years have been too stifling.

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ZenChainWalker

· 01-10 23:38

Don't rush to pop the champagne just yet; who can say for sure during an election year? --- SEC's move is indeed fierce, but liquidity is the real key. --- Finally no more worries about being investigated all day; I feel a bit relieved. --- Lowering interest rates, let's wait and see. It's too early to celebrate now. --- Wall Street folks have been itching for this for a while, just waiting for this signal. --- The promised double stimulus depends on how the Federal Reserve cooperates. --- Unpredictability is the norm in policy; get used to it. --- From regulatory battles to liquidity narratives, sounds good in theory, but what about in practice? --- Institutions are definitely easing their concerns; where the money flows really depends on the situation. --- If you ask me, this is just a timing point; the story is only just beginning.

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RumbleValidator

· 01-10 23:35

Well, loosening policies doesn't mean the underlying consensus mechanism is stronger. This needs to be understood clearly. Let's wait for the actual interest rate cut data to come out; right now, it's just an expectations game. The logic behind Wall Street's entry is only liquidity, which cannot improve network reliability. Recurrent election years? That's the real key risk; data will tell the story.

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LiquidatedAgain

· 01-10 23:27

It's hard to buy early knowledge with a thousand gold, and once again it's been removed from the list. Is this time really different... --- Expectations of rate cuts are heating up? Lending rates haven't fallen yet, beware of risk control points --- Wall Street is about to enter the market, I just want to ask everyone, what is your current mortgage rate? --- I've seen too many policy reversals; the bloody lessons tell me to wait and see the Fed's real action first --- Relaxed regulation is easy, but the forced liquidation mechanism hasn't changed, and margin calls can still cause liquidation --- Liquidity narrative? Sounds good, but last time I went all-in based on this kind of talk, and I'm still topping up my position --- Can this wave enter a new cycle? I bet five bucks that after the midterm elections, there will be another round of policy reversal --- Institutional compliance concerns have eased, but retail investors' liquidation prices haven't decreased

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