#优质内容打榜 Long-term Value Track Outlook

23 tokens on the Cb platform have been placed on the "potential securities" watchlist, including star projects like SOL and ADA. These projects previously enjoyed high popularity in the crypto space due to their innovative technology and large communities, but are now thrust into the spotlight due to compliance issues. The market's concerns over compliance risks are escalating, prompting investors to sell off their related tokens, resulting in a catastrophic price collapse and leaving the crypto space in disarray.
Despite the increased volatility in the cryptocurrency market in the short term, which has left many investors anxious, the application of blockchain technology is continuously deepening in the long term, laying a solid foundation for the future development of the industry. JPMorgan's pilot blockchain trade finance platform in Qatar is a typical example; this platform has successfully achieved $2 billion in cross-border settlements, greatly improving the efficiency of trade financing and reducing costs. This achievement not only demonstrates the enormous potential of blockchain technology in the financial sector but also provides valuable experience for the integration of traditional financial institutions with blockchain.
Nomura Securities' Laser Digital has obtained a cryptocurrency custody license in Japan, which is also a milestone. This marks the acceleration of traditional financial institutions entering the market in a compliant manner. With their strong financial backing, extensive industry experience, and well-established risk control systems, they will bring more stability and development momentum to the cryptocurrency space. Analysts point out that infrastructure projects with clear regulatory positioning, such as Layer 2 scaling solutions and compliant stablecoins, will become the core engines of the next bull market. Layer 2 scaling solutions aim to solve the problems of blockchain network congestion and high transaction fees, enhancing the scalability of blockchains and creating conditions for more application scenarios. Compliant stablecoins build a stable bridge between fiat currencies and cryptocurrencies, providing a safer and more reliable medium for value storage and transactions in the market.
The cryptocurrency sector is undergoing a "regulatory stress test" in Q4 2025. The Cb incident is not just a compliance crisis for a single enterprise, but a key turning point for the entire industry towards institutionalization. Investors need to establish a dynamic balance between policy dividends and risk warnings, and what can truly transcend cycles are value assets that are rooted in technological innovation and respect the regulatory framework.