Recently, a phenomenon worth noting has emerged — top U.S. officials have openly stated that the traditional financial system has long been outdated technologically. High costs of cross-border remittances, settlement times that often take days or even weeks, these pain points have long needed resolution. This is not an incidental remark but a sign that the political attitude towards crypto assets is undergoing a fundamental shift. Two years ago, such statements would have been almost unimaginable.

The real turning point came with two key pieces of legislation. In July 2025, the House of Representatives passed the (CLARITY Act, which was subsequently signed into law. This legislation did one thing — it thoroughly clarified the regulatory classification of digital assets. BTC and ETH were officially classified as digital commodities, regulated by the U.S. Commodity Futures Trading Commission )CFTC(; security tokens are overseen by the U.S. Securities and Exchange Commission )SEC. Simultaneously, the GENIUS Act was advancing, providing clear regulations for stablecoins: they must be pegged to the dollar or U.S. debt at a 1:1 ratio, establishing a federal regulatory framework.

From classification, compliance, to regulatory framework, these two laws have essentially laid a solid foundation. Upgrading the old system architecture of traditional finance to 21st-century blockchain technology is no longer a hypothesis but an established direction.

From a market perspective, this is an absolute milestone policy boost. What does clear political support mean? First, it completely eliminates core policy uncertainties. Second, the identity of crypto technology has undergone a fundamental transformation — it is no longer fringe innovation but a mainstream financial solution. Once blockchain technology begins to precisely address those longstanding issues in traditional finance, the pace of application deployment will accelerate significantly. Capital confidence will also be strengthened accordingly. Based on this logic, the policy dividends of the 2026 market release are already a foregone conclusion.