Author: Oliver, Mars Finance
In the ever-changing world of investment, true opportunities are often not hidden in the noisy K-lines of the market, but lurk beneath the seemingly dull policy texts of Washington. When the regulatory ship changes course, the ripples it creates can define the wealth flow of the next few years. Recently, the speech by the new SEC Chairman Atkins at a conference on "DeFi and the American Spirit" is such a "treasure map" worth repeated study.
The influence of this conference quickly fermented, to the extent that Binance founder CZ publicly stated on social media: "June 9th will be remembered as DeFi Day." This statement adds a historical footnote to the entire event. Industry observers also keenly captured the unusual atmosphere, believing that a new "DeFi Summer" might be gathering momentum. This is not groundless. Recalling the passionate summer of 2020, DeFi grew wildly in the regulatory vacuum, creating countless legends. Now, Atkins' speech seems to be laying the runway for a more compliant, more powerful "DeFi Summer" that could be jointly participated by institutions and retail investors.
This is not an ordinary official statement, but a profound reflection and systematic correction of the "enforcement-first" regulatory philosophy of the Gensler era. In this new regulatory blueprint, we can trace and discover three "wealth codes" that can reshape the industry landscape and ignite the summer's fire. Now, let us unravel its deep meaning with a meticulous approach.
Market Responds: Positive Reaction in DeFi Sector
After the details of Chairman Atkins' speech were disclosed, the capital market quickly provided the most direct and honest feedback. Mainstream DeFi protocol tokens rose in response, forming a beautiful landscape, as if collectively applauding the arrival of this new regulatory wind.
According to market data, blue-chip projects in the DeFi field all recorded significant gains. Decentralized lending giant Aave (AAVE) and top decentralized exchange Uniswap (UNI) both surged over 13%, while the oracle infrastructure leader Chainlink (LINK) also rose nearly 6%. Additionally, liquid staking protocol Jito (JITOSOL) and RWA-focused Ondo Finance (ONDO) also rose over 5%.
This data is not a coincidental coincidence, but precisely confirms the value of the three "wealth codes" we are about to interpret. The market's response logic is clear: the strong rebound of AAVE and UNI represents capital's recognition of DeFi's core applications' prospects after regulatory clarity; LINK's rise indicates the market's optimism about the value reassessment of the entire infrastructure layer; while Jito and Ondo's follow-up gains correspond to the huge potential of the Staking ecosystem under "self-custody" and the RWA track in the "innovation sandbox". It can be said that the market has cast its vote of confidence in the positive impact of Atkins' new policy with real money.
[The translation continues in the same manner for the rest of the text, maintaining the specified translations and preserving the original formatting.]This is a wise art of regulation. It acknowledges that applying last century's laws rigidly to the ever-changing digital finance is like forcing a square peg into a round hole. Therefore, while maintaining core bottom lines such as "anti-fraud", giving new things a space to trial, iterate, and grow in a real market environment becomes an inevitable choice.
This code opens up a brand new experimental field for all entrepreneurs with dreams and investors with keen insight. Whether pioneers dedicated to tokenizing real-world assets (RWA) like real estate and bonds, or visionaries imagining a decentralized social future, they now have a "green channel" to quickly validate their ideas. For venture capital firms and early investors, this means the largest systemic risk in their portfolio—regulatory mutation risk—has been significantly reduced.
Future Outlook: Prelude to "DeFi Summer 2.0"
Atkins' chairman's speech is like a key, opening the door to understanding the SEC's new policy. These three "wealth codes"—code's exoneration, property rights' return, and innovation's sandbox—are interconnected, jointly constructing a clearer, friendlier, and more vibrant new regulatory paradigm.
If the DeFi Summer of 2020 was a bottom-up grassroots carnival driven by geeks and adventurers, what Atkins' new policy suggests might be a "DeFi Summer 2.0" jointly participated in by developers, retail investors, and Wall Street giants. It will no longer be wild growth, but orderly prosperity under clear rules.
This is not just about short-term benefits for a few tracks, but a profound long-term value reassessment. It signals that the United States is reshaping its leadership in the global crypto economy with a more confident and open posture. For each of us in this industry, understanding these signals and transforming them into profound insights might be the key to navigating bull and bear markets and grasping the pulse of the next era. The wheels of history have begun to turn, and a more mature and prosperous crypto new chapter is gradually unfolding.
