#DeFi生态与应用 Goldman Sachs says regulatory clarity is the most important catalyst, with 35% of institutions stuck on regulatory uncertainty... If this wave of US market structural legislation can really be implemented and approved by the first half of 2026, institutional capital will withdraw 😱

Once the framework for the DeFi ecosystem and tokenized assets is established, it will truly be another level of incremental capital influx. This is not speculation; it’s a change in the underlying logic. The SEC has retreated from aggressive enforcement, pending cases are all withdrawn, and Atkins is rising... Look at this rhythm, policy dividends are right there.

Infrastructure projects that are still bottoming out, those less affected by cycles and supporting the ecosystem, once regulatory dust settles, will be the targets for institutional deployment. This is not a meme coin story, but a precursor to the overall market confidence boost.

Institutions are still waiting for certainty, while retail investors can instead position early. Rising regulatory expectations = increased attractiveness of risk assets, and this next wave of gains is expected to be quite fierce 🚀