【Major Compliance Clearance】The gates are now open! Wash's appointment and the reconciliation of the CLARITY Act in both houses have officially started a bloody purge!

Read carefully, read carefully, read carefully

Save it, digest it thoroughly, it concerns your wallet
Many people's crypto assets will go to zero

As expected, the inducement to pump quickly burned out during today’s U.S. stock market opening, the last line of defense for the bulls was instantly broken, and the physical gravity of the entire market crashing has fully poured out. New Federal Reserve Chair Kevin Wash officially took office today at the White House, with his hidden card—accelerating balance sheet reduction (QT) to unwind leverage—combined with Washington’s ongoing political game, instantly draining the last drop of blood from the bulls.
Faced with today’s thoroughly bloodless, 70-day cleansing cycle market, traders must peel back the dirtiest political loot and see the cold legal hierarchy of tokens inside the scene.
The 16 types of digital commodities listed by the government in March (including BTC, ETH, DOGE, SOL, XRP, ADA, etc.) are only a temporary ceasefire agreement by the administrative department. The CLARITY Act pushed through the Senate Banking Committee today is the highest federal law. The new law establishes more brutal physical rules: all tokens are presumed to be securities unless full written certification is submitted to the CFTC.
During this vacuum period of final reconciliation between the two houses, the cleansing of chips across four classes will be more bloody than any previous bear market:
Class One: Privileged commodities with 100% guaranteed immunity (direct exemption)
Due to their pure decentralized genes or already solidified Wall Street ETF barriers, they are directly exempted under the highest law, the safest haven deeply bound to old money and political elites:
* BTC (Bitcoin): Recognized as digital gold across the network.
* ETH (Ethereum): The biggest winner of the 5.14 bipartisan compromise by the Banking Committee, with network staking yields explicitly legalized by the bill.
* DOGE (Dogecoin): Pure PoW mechanism, no central issuer, backed by Musk’s government efficiency department (D.O.G.E) and X Money’s nationwide payment ecosystem, with top-level political protection.
Class Two: Requiring re-approval as compliant seed projects (materials under filing)
They are on the March administrative commodity list but, because they use PoS mechanisms or show obvious traces of corporate and foundation operations, they must re-submit self-certification materials to the CFTC according to the mature blockchain testing standards, permanently solidifying their legal identity:
* SOL (Solana) / XRP (Ripple): Fastest lobbying actions, backed by top Wall Street law firms and spot ETF capital, approval is only a matter of time.
* ADA (Cardano): Launched CME futures in February, and obtained commodity entry in the March list. Although short-term will fluctuate with the market, the long-term compliant path for spot ETFs is very clear.
Class Three: Assets on the brink of collapse (extremely uncertain)
* A large number of altcoins and mainstream L2s lacking strong Wall Street backing and with heavy development traces: during the law’s transitional period, they are defaulted as securities. Before receiving formal CFTC approval, compliant exchanges may limit or delist them to protect themselves, facing chronic blood loss.
Class Four: Directly headed for compliance guillotine (absolutely fail)
* Privacy coins like ZEC (Zcash): Not only fail decentralized testing but also directly hit the physical red line in the new law’s Sec. 702 clause regarding anti-money laundering (AML) full penetration and prohibition of anonymous concealed addresses. They have no qualification to submit applications, as doing so would be self-incrimination.
Final market outcome: Even if classified as commodities, they are not absolutely safe
Traders must remember that being on the commodity list does not mean risk-free. Even in today’s large-scale purge, commodity tokens must face liquidity tightening under Wash’s new policies, and the macro gravity of “political deep pits” before the mid-term elections. If on-chain liquidity is found to involve a large amount of offshore dark pools not monitored by KYC, the Treasury Department can activate Sec. 702’s special discretion to physically block.
The gates for crashing today have been fully opened. Those who defy the market and push to 680 but cannot even get a CFTC entry ticket (like ZEC), after losing offshore short squeeze liquidity, will fall back to double digits—likely the most tragic scene in the market.
All bullets are loaded; the 3x short army has firmly pinned the 70-day systemic cleansing cycle, ruthlessly harvesting this bloody market along with capital!