First, on March 17, 2026, the SEC and CFTC jointly released an official explanatory document that clearly classified 16 mainstream cryptocurrencies as digital commodities rather than securities, which are:

BTC ETH SOL XRP ADA AVAX DOT LINK DOGE SHIB APT BCH HBAR LTC XLM XTZ

This means that currently bitcoin:native ethereum:native solana:So11111111111111111111111111111111111111112 and ripple:native have already been classified as commodities, regulated by the CFTC.

Secondly, the positive sentiment towards cryptocurrencies is more emotional; in fact, there is still no scenario where a large influx of funds or investors entering the market is visible in the short term, especially since the current version continues to suppress the earning capabilities of stablecoins.

In the medium to long term,

1. Project teams may be more willing to issue and operate in the United States, potentially leading to more compliant ICOs (still regulated by the SEC).

2. Compliant liquidity will concentrate on leading public chains and major trading platforms, especially top compliant exchanges will benefit more.

3. The legal barriers for U.S. institutions holding and custodizing crypto assets are decreasing.

4. Cryptocurrency ETFs, options, futures, staking, and structured financial products will be easier to approve.

5. The costs for banks, brokers, and asset management institutions to enter the cryptocurrency space (including custody) are declining.

This is my personal understanding at the moment, and it may not be 100% correct.

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