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Bullish! Old T's bill passed, and the crypto market directly takes off ❗️
The new king of stablecoins $CRCL surged by 10%, $ETH reclaiming above 1,900 points. If nothing unexpected happens… next, ETH will return to the 2,000 handle.
By the way, why does this ETH feel a bit like DA Giant’s vibe ❓
It’s always a 2,000-point defense war ❗️
Back to the point!
With the bill passed, Tether is forced into a dead end: either give up the 25% of its gold and BTC, etc., reserves in hand, using U.S. Treasuries entirely as the collateral to peg USDT, or it will be labeled as illegal by the U.S. ❗️
This is a strategic gambit—no solution.
If they comply with the bill, USDT and USDC would have no difference at all, and Tether is just a private team, while USDC has U.S. backing. Being overtaken by USDT is only a matter of time.
If they don’t comply, continue the current triple-collateral setup: gold, BTC, and U.S. Treasuries as collateral. That would be deemed ineligible—then at least USDT would lose the U.S. market, and getting overtaken by USDC becomes inevitable.
No matter how they play it, USDT can’t beat USDC. This move is too ruthless. For the future of U.S. hegemony ➕, Old T is really preparing to crack down on Tether to keep CRCL alive.
Of course… if Tether gets beaten up, the benefits aren’t just for CRCL.
More precisely: Old T’s new bill benefits tokenization of U.S. stocks, real-world asset tokenization—RWA.
Everyone knows: ETH is the RWA chain that “old money” likes the most right now. Its speed isn’t as good as SOL, but it wins on not going down, strong in consensus, and is the best-used smart contracts ❗️
So… RWAization is infinitely bullish for ETH. If ETH plays this round well, ETH re-pegging to BTC shouldn’t be a big problem (10:1). If, as of now, BTC is at 67k, then ETH should be 6,700…
ETH’s original goal was to peg to BTC. It’s just that even V God is dumping ETH, and the ETH Foundation is also fighting internally—dumping ETH—leading to ETH being ➕ unpegged for the long term…
Whether it can return to its peak depends on V God’s mindset this time and the E-soldiers’ faith.
Second, bullish for $BNB ❗️
The strongest “web3 universe” ecosystem is no empty brag—it's also currently the top-tier U.S. stock exchange.
With Old T’s new bill, no matter it’s for dollar hegemony, Wall Street, or web3, this round of BNB’s red-bonus is locked in.
But it’s because CZ’s vision is truly bigger than that of Xu the nurse!
Xu the nurse is still busy with compliance, the IPO, and listing. CZ has never thought about any of that—he only focused on building the BNB ➕BNB ecosystem ❗️