2026-01-16 04:31:39

#Strategy加仓BTC US Crypto Policy Reversal: Looks Good but Hidden Risks

The CLARITY Act was initially expected to be a positive development, but it ended up sparking criticism within the industry—does this really help the crypto sector?

The details reveal the problem. The stablecoin sector is directly restricted, only allowing activity incentives, which is basically helping banks safeguard their deposit pools. Imagine this: the original revenue model for stablecoins is now gone. What about tokenized stocks and RWA—these on-chain assets? The barriers are ridiculously high, making them almost impossible to move forward. As DeFi regulations tighten, the core advantage of decentralization is gradually being eroded.

Industry insiders openly state: rather than having a bad bill, it’s better to have no bill at all. That’s a pretty blunt truth.

As soon as news of the voting delay broke, the market reacted immediately—$BTC, $ETH, $SOL , and other major cryptocurrencies dropped significantly. Related stocks also declined, with drops around 6-8%.

In simple terms, rules are becoming a protective umbrella for traditional finance. The tug-of-war between TradFi and crypto continues to escalate, and this battle is far from over.

BTC1,38%

ETH1,82%

SOL2,24%

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ArbitrageBot

· 01-19 02:21

Haha, basically it's a wolf in sheep's clothing, the banks are playing it really well. Bad policies are indeed more painful than no policies, directly cutting off DeFi's legs. It dropped again, should I buy the dip or run? This wave is really hard to see through. CLARITY? More like CLARITY-FOR-BANKS. With stablecoin yields gone, what’s the point of playing anymore... Regulations are getting tighter, but freedom is getting smaller, what a irony. Delaying votes just for this effect, real implementation might still see a few more dips. Instead of waiting for policies, better to see how high BTC can go. TradFi folks are just afraid of being disrupted, so they clamp down on us tightly. With such high barriers, the RWA story is just a bunch of hype.

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SillyWhale

· 01-18 06:20

Here are some comments that closely resemble real social media styles: --- Same old trick, nominally helping but actually choking the development --- It's truly outrageous that stablecoins are being heavily regulated; isn't this just a disguised way to protect the banking system? --- Voting delays cause market dives, which instead reveal that this thing isn't really a good thing at all --- Better no bill than a bad one—this saying is so true --- Looks like the most friendly bills are often the deadliest, full of traps in the details --- The decentralization advantage of DeFi is being gradually drained, it's so frustrating --- Rules have become a firewall for TradFi, and we're still playing whack-a-mole --- A 6-8% drop? That's nothing; there's more to fall --- They're starting that legal game again, treating the symptoms but not the root cause --- The high threshold makes it impossible to move; that's exactly the effect they want

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AllInAlice

· 01-17 19:24

Oh no, it's that old trick again. The name sounds nice, but it's actually just cutting the leeks... Wait, are they directly cutting stablecoin yields? Isn't this just the financial oligarchs trying to push us back into traditional banks? Forget it, I'll keep adding to my BTC holdings. The rules are getting more and more ridiculous, and I'm becoming more and more determined. I looked at this bill, and it feels like they're just building defenses for the big banks. Truly speechless. Damn, with such high RWA thresholds, who can even play? But honestly, no matter how bad the policies are, BTC is still BTC. In the long run, there's nothing to really fear. The entire financial system is just desperately protecting its own little territory. Got it.

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ProofOfNothing

· 01-16 04:58

It's the same old story, under the guise of regulation, choking off innovation, and stablecoin yields are gone, making banks smile. Rather than helping crypto, it's more like helping traditional finance survive. This bill is really outrageous; setting such high thresholds is basically a disguised crackdown. Voting delays cause the market to plunge, showing everyone’s clear as a mirror. The advantages of DeFi have been worn down by one rule after another, it's heartbreaking. Saying "no bill is better" is too harsh, but it really hits the point. It seems the rule battle is far from over; the confrontation between crypto and TradFi continues.

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UnluckyValidator

· 01-16 04:53

This CLARITY Act is really something else; the name "Clarify" makes the outcome even more confusing. Stablecoins get stuck, DeFi thresholds skyrocket... This isn't regulation, it's just a different way to help banks block us. When the vote was postponed, the price of the coin plummeted. I think this time it's not that simple.

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RatioHunter

· 01-16 04:51

It's the same old trick again, using the guise of good news to turn around and cut. Stablecoins are locked up, RWA thresholds are sky-high—this isn't regulation, it's clearly meant to protect the territory of TradFi. I've said it before, sometimes bills are even more disgusting than having no regulation at all.

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MergeConflict

· 01-16 04:45

It's the same old story with a new coat of paint. The CLARITY Act looks impressive but is actually just a way to prolong traditional finance. Stablecoins are locked down, RWA thresholds are outrageous, and where is the promised decentralization? The market has already fallen this much before the bill even passed. If it really passes, it will be a bloodbath. Instead of being trapped by such bills, it's better if they don't exist. Industry insiders are right. The TradFi folks are just afraid we’ll take their jobs, tightening regulations step by step—it's utterly ridiculous. Compared to increasing our BTC holdings, I’d rather see how this develops further; it feels pretty deep.

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AirdropDreamer

· 01-16 04:44

This CLARITY Act feels like a wolf in sheep's clothing. Damn. Stablecoin yields are gone? Might as well not have policies at all. Truly heartbreaking. Traditional finance just doesn't want us to do well. This game is far from over. BTC has dropped again. Sigh. Time to keep adding to the position. Wait, is the RWA threshold really that outrageous? Feels like all the positive news is fake. Instead of bad legislation, it's better to have no legislation at all. Industry insiders are so right. Is this what they call a policy reversal? I think it's just reverse harvesting of profits.

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