In the ever-changing world of investment, true opportunities are often not hidden in the market's noisy K-lines, 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 precisely such a "treasure map" worth repeated study.
Industry observers keenly captured an unusual atmosphere in the air, with some interpreting it as a strong signal that a new "DeFi Summer" is about to arrive. 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 and 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 Gensler's era of "enforcement-first" regulatory philosophy. 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 carefully unravel its deep meaning.
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 cheering for the arrival of this new regulatory wind.
According to market data, blue-chip projects in the DeFi field all recorded significant gains. The decentralized lending giant
Aave (AAVE) and top decentralized exchange
Uniswap (UNI) both soared over
13%, while the oracle infrastructure leader
Chainlink (LINK) also rose nearly
6%. Additionally, the liquid staking protocol
Jito (JITOSOL) and the real-world assets (RWA) focused
Ondo Finance (ONDO) each 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: AAVE and UNI's strong rebound represents capital's recognition of DeFi core applications' prospects after regulatory clarity; LINK's rise indicates the market's optimism about infrastructure layer's value reassessment; Jito and Ondo's follow-up gains correspond to the huge potential of Staking ecology under "self-custody" and RWA track in the "innovation sandbox". It can be said that the market has cast its vote of confidence in Atkins' new policy with real money.
This code opens up a brand new experimental field for all entrepreneurs with dreams and investors with keen insight. Whether they are pioneers dedicated to tokenizing real-world assets (RWA) such as 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 (VC) and early investors, this means that the most significant systemic risk in their portfolios—regulatory mutation risk—has been greatly reduced.
Future Outlook: Prelude to "DeFi Summer 2.0"
Atkins' chairman's speech is like a key that opens the door to understanding the SEC's new policy. These three "wealth codes"—code immunity, property rights restoration, and innovation 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 could 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 may 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 chapter is gradually unfolding.
