The New Narrative Speculation of the US Crypto Regulatory Loosening Policy Bull:
1. We will see no fewer than 10 ETFs listed, including Doge ETF (meme ETF), XRP ETF, SOL ETF, and a series of mainstream altcoin mixed ETFs and mainstream MEME mixed ETFs. We will see Wall Street officially entering the altcoin and meme space through ETFs.
2. We will see crypto project companies listed on NASDAQ, likely XRP, and Binance after CZ sells BN to Americans.
3. The new DeFi narrative will be reintroduced, with ETH DeFi being the first to hype, but the real big opportunity in the new narrative is the BTC DeFi ecosystem.
4. ETH ETFs will allow staking, and once opened, ETH will exceed 20,000. At the same time, whether BTC ETFs will allow staking will be discussed by the market, with STX as the leader becoming the most FOMO coin in the market.
5. The RWA narrative will become one of the main narratives.
6. The true BTC ecosystem will become one of the main narratives (non-national BTC ecosystem projects, as US policies favor US projects) with the absolute leader STX rising.
7. There will be a US-led CEX that can wrestle with the major global exchanges, which may not necessarily be a new exchange but could also be Kraken and Coinbase after regulatory loosening.