Compilation: Vernacular Blockchain

The Law That Changes the Game Rules

The CLARITY Act of 2025 is not just legislation—it represents a formal handshake between Washington and Wall Street in the field of cryptocurrency.

Large funds can flow freely for the first time without uncertainty barriers.

The bill provides:

• Legal certainty of institutions incorporating digital assets into their balance sheets.

• Clear tax rules for businesses holding cryptocurrencies.

• Simplified compliance processes for pension funds, foundations, and hedge funds.

Cryptocurrency has transitioned from "fringe" to a formally recognized asset class. This is not hype, but law.

The Silent Revolution of the SEC

While the headlines focus on Congress, the Securities and Exchange Commission (SEC) has quietly rewritten the rules for cryptocurrency ETFs, with far-reaching implications.

By approving the physical creation and redemption mechanism, institutions can now:

• Directly transfer Bitcoin and Ethereum within the ETF structure without expensive cash conversions.

• Avoid liquidity disruption during large-scale adjustments.

• Expand exposure with greater efficiency.

Billions of dollars have flowed into spot Bitcoin and Ethereum ETFs, tightening spreads and driving accelerated adoption by asset management firms and corporate capital.

Full Commitment of American Enterprises

This is not just about Wall Street – mainstream market giants are also rushing in.

• Tech giants, leading S&P 500 companies, and industrial firms are now disclosing holdings of billions of dollars in spot Bitcoin ETFs.

• According to recent analysis, companies hold over $103 billion in Bitcoin.

• Previously very cautious pension funds and foundations are actively allocating.

The narrative is shifting from "cryptocurrency as a hedging tool" to cryptocurrency as a strategic reserve, replacing the role that gold once played.

Why is everyone rushing to enter now

In 2025, the pace of institutional actions will exceed that of any previous cycle for the following reasons:

• The window period for seizing positions is very narrow before the valuation reflects the overall institutional demand.

• FOMO for Growth (Fear of Missing Out) - ETF inflows have directly tightened the supply.

• Compared to stocks, bonds, and commodities, cryptocurrencies perform excellently.

What does this mean to you

If you are investing—or advising others—the path is clear:

• Establish positions in core assets (Bitcoin and Ethereum), structural barriers have been eliminated.

• Gain compliant, scalable exposure through ETFs.

• Pay attention to corporate disclosure documents——The early moves of big players may indicate the next wave of increase.

From Speculation to Strategy

This is the moment when cryptocurrency transitions from a "wildcard" to a core component of the financial system. The convergence of clear legislation, ETF innovations, and macro demand makes 2025 a historic turning point.

The question is no longer whether cryptocurrency will become a financial cornerstone, but whether you can stand firm before the wave reaches its peak.

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