As an experienced crypto investor, I felt quite touched when I saw the speech delivered by SEC Chairman Paul S. Atkins today. It is not just a policy signal, but more like a banner that the United States is beginning to "march forward" on the global digital finance battlefield (the original link is at the end 📖).
Let's break down the main points and underlying signals of this speech paragraph by paragraph:
🏛️ Background of the Speech:
• The date is July 31, 2025, and the occasion is a discussion hosted by the America First Policy Institute.
• The speaker is SEC Chairman Paul Atkins, who opened with a crucial statement:
"Today is a pivotal moment for the United States in the crypto asset market."
This statement already reveals his position: the U.S. aims to reclaim or rebuild its dominance in the Crypto world.
🌐 Project Crypto:
The key point is that he mentioned:
Commissioner Hester Peirce and I are promoting a plan called "Project Crypto."
What is this project? He did not provide details but clearly stated that it is the SEC's "North Star," meaning that all future actions of the SEC will revolve around this plan. Its ultimate goal is:
"To work with President Trump to make the United States the global hub for crypto capital."
This is not just talk. Hester Peirce is one of the most pro-crypto commissioners within the SEC, known as "Crypto Mom," and Atkins' remarks further indicate that the new political leadership in the U.S. (possibly including Trump returning to power) has placed "digital finance" at a strategic national level.
🔁 Mentioning Historical Turning Points:
Atkins also mentioned that he would take some time to discuss several key moments in the past financial markets.
What does this mean? In my view, he wants to elevate the transformation of the crypto asset market to the same historical significance as the "birth of NASDAQ," the "rise of ETFs," and the "emergence of internet finance"—saying: we are standing at a historical juncture and cannot miss this opportunity.
✅ My Understanding and Judgment:
1️⃣ The U.S. regulatory attitude is undergoing a pivotal change.
From the SEC's strict crackdown and wait-and-see approach to "wanting to lead and become the boss," this suggests that future policies may gradually become clearer rather than ambiguous.
2️⃣ The implementation of Project Crypto may promote a new phase of "regulatory clarity + compliance openness." This is beneficial for Coinbase, Circle, Anchorage, and even large TradFi firms (like BlackRock).
3️⃣ Geopolitical influences on Crypto have increased.
If Trump is re-elected and pushes this plan, then digital dollars, compliant stablecoins, #RWA (real-world asset tokenization), and even mining industry policies could undergo a "major reshuffle."
4️⃣ Investors need to pay attention to "U.S.-style regulatory-friendly" projects.
Especially those closely related to the U.S. market, fully licensed, and capable of entering traditional institutional scenarios, such as:
• Compliant stablecoins ($USDC, $PYUSD, etc.)
• U.S. public chains (#SOL, #SUI, #AVAX, etc.)
• Tokenized RWAs (like #ONDO, Franklin Templeton, or WisdomTree)
• Compliance infrastructure at the exchange level (like #Coinbase L2, Base chain)
• U.S.-funded projects in the DePIN & AI fields (like #OpenLedger, #Gensyn, #Sahara)
Overall, I feel that this speech is not merely a presentation but a signal flare. For us long-term investors optimistic about #Web3, this is a prelude to the "acceleration that is coming." 🧐
Original link🔗: https://www.sec.gov/newsroom/speeches-statements/atkins-digital-finance-revolution-073125
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