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1/ The SEC just lit a rocket under Ethereum.
Chair Paul Atkins unveiled sweeping reforms to make the U.S. the global hub for crypto and he named Ethereum as key infrastructure.
Let’s break it down 🧵👇
2/ The speech, titled “American Leadership in the Digital Finance Revolution,” isn’t just lip service.
It’s a full-blown regulatory pivot:
•ETH = NOT a security
•Clear token frameworks
•On-chain finance greenlit
•Support for tokenized assets
3/ Atkins informally but unmistakably said Ethereum is not a security.
That’s the clarity institutions have been waiting for and it opens the door for:
•Corporate treasuries allocating
•DeFi finally integrating with TradFi
4/ Even bigger: Atkins is directing the SEC to support tokenized stocks, funds, and real-world assets, on public blockchains.
He didn’t say “private ledgers.”
He said: let’s bring regulated markets on-chain.
Ethereum is the obvious base layer for this.
5/ He’s calling for new SEC rules tailored to digital assets. No more trying to jam crypto into 1940s laws.
Instead:
•Commodity vs security vs stablecoin clarity
•Custody standards for crypto
•Greenlight for compliant on-chain infra
6/ Why this is giga bullish for ETH:
🛡 Legal clarity = ETH gets the BTC treatment
🏦 TradFi can now build w/ confidence
📈 ETH rails (ERCs, staking infra, rollups) become the default
💸 Tokenized assets = massive demand for block space
7/ ETH isn’t just a coin anymore.
It’s the U.S. government’s preferred settlement layer for modern finance.
Regulatory uncertainty has been ETH’s biggest overhang, and now it’s being lifted.
Let that sink in.
8/ The SEC just put Ethereum in the spotlight as the foundation for the next era of U.S. finance.
This is bigger than an ETF.
It’s regulatory alignment with ETH as the global digital asset backbone.
Get ready.
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