The three most underrated things in the crypto space right now could change the industry

Author: Blockchain Knight

After a month of market turmoil in the Crypto market, everyone seems to have gotten used to BTC starting with "8", and is also aware that the market may not see a big reversal in a short period of time. On the one hand, we have to accept the reality of the market, and on the other hand, apart from the market itself, there may be more things worth paying attention to.

In my opinion, there are three things in the current Crypto field that deserve our attention - the improvement of the regulatory environment of the Crypto industry, the practice of BTC strategic reserves, and the continuous increase in BTC by companies. Most people either underestimate their long-term influence or selectively ignore them because of the current market downturn.

Last week, Ripple CEO Brad Garlinghouse publicly stated on social media that the SEC will give up its appeal against Ripple. The lawsuit that has lasted for more than five years is finally coming to an end, but what is important is not the Ripple itself, but the change in the regulatory environment. This result will become a key milestone for the Crypto industry to shift from regulatory confrontation to compliance symbiosis.

Similarly, the U.S. Securities and Exchange Commission (SEC) held its first Crypto Working Group Roundtable last week. Miles Jennings, general counsel of a16z crypto, said at the meeting that the SEC's previous attitude towards Crypto did not work. "It neither protects investors, nor forms a capital effect, nor forms an effective market."

Since Trump took office, the Americans have been seeking a new regulatory system for Crypto, especially among the cabinet members of the Trump administration, more than 10 core members are supporters of Crypto.

It is expected that in the next six months, with the official launch of the 21st Century Financial Innovation and Technology Act and the Stablecoin Issuance and Operation Supervision Act, the market will usher in greater changes, and these changes are bound to reshape the entire Crypto industry.

Of course, if it is just a change in the regulatory environment, it is not enough to give the market confidence. Therefore, on March 6, Trump signed an executive order requiring the federal government to establish a strategic reserve for all BTC confiscated, and to establish a reserve composed of digital assets other than BTC.

Although the market showed a trend of "selling on the news" shortly after the news came out, and even now people no longer mention this incident, the real influence of this incident lies in "they set an example". After all, in the progress of BTC strategic reserves in various states in the United States, 6 states have entered the House and Senate for voting, and 8 states have submitted it to the committee for review.

Just imagine, as one of the world's top governments has begun to hoard BTC, how should other countries perform, and how should other organizations and institutions view this incident? Even for some US regulators, it is like pointing at their noses and telling them that this has become a national reserve asset, and you are still discussing whether this industry should continue to exert pressure?

Finally, when the top-down regulatory environment begins to change, when BTC begins to rise to strategic significance, more companies will inevitably increase their investment in the BTC market. After all, there are only 21 million BTC in the world, not counting those that have been lost or passively locked.

According to the latest report from BitcoinSuisse, nearly 14% of circulating BTC is currently stored in BTC ETFs, corporate balance sheets and governments. In the past 12 months alone, more than 500,000 BTC have entered US spot ETFs. Since January 2024, global listed companies have added an average of more than 1,000 BTC per day, and their BTC holdings in 2024 increased by 80%, and this trend is accelerating in 2025...

So far, when we look at these three things together, we will find that changes in the regulatory environment will stimulate more companies and institutions to enter the Crypto market, strategic reserves have demonstrated the courage of supervision with practical actions, and companies have invested real money to join this race, thus a flywheel begins to form, and once the flywheel reaches the critical point, it will bring a huge impact to the market.

However, some readers may still joke that these policies and institutions are not focused on BTC, and their relationship with the entire Crypto industry does not seem to be close enough. But where does the economic foundation of the entire industry come from? It is still BTC. If the big brother has soared, won’t the younger brothers follow more or less?

It always takes more courage and confidence to look at the future from the present, but isn’t the heroic spirit of “not fearing the clouds blocking the view” the basis for the development of this industry? Otherwise, how can BTC, which has been “declared dead” nearly 500 times, still exist and get better and better? After all, even the CEO of BlackRock, who was still criticizing BTC 8 years ago, has chosen to embrace BTC. The world may have changed a lot.

Recently, people are saying that BTC will be better in 2030 and the price will be higher, but maybe it won’t take that long before we can see a brand new era. Of course, I’m not talking about another crazy MEME hype.