🔴FN Hot News Dispatch 🔴「DeFi Day」 Magic Unleashed, Will $ETH Lead the Charge?

Yesterday, the new SEC Chairman Paul Atkins' speech on "DeFi and the American Spirit" marked a fundamental shift in the U.S. crypto regulatory landscape. Combined with the Ethereum Foundation's strategic adjustments and market capital resonance, ETH-based DeFi is experiencing unprecedented structural opportunities.

To be specific, after the initial wild growth phase, what are the favorable factors driving the resurgence of DeFi Summer?

I. Regulatory Relaxation: Policy Catalyst for DeFi Summer 2.0

Atkins released three major regulatory signals in his June 9 speech, completely reversing the "enforcement first" tone of the Gensler era.

1⃣ The U.S. SEC finally recognizes the principle of code neutrality.

2⃣ This is the return of property rights and the legalization of staking.

3⃣ And the implementation of the innovation sandbox mechanism.

II. Core Efforts: Ethereum Foundation Pushes "Defipunk"

The Ethereum Foundation's 2030 plan clearly states that it will push the establishment of an "Defipunk" evaluation mechanism and promote the related transformation of DeFi projects.

Its key goal is: by 2026, on-chain DeFi allocations will occupy more than 30% of the treasury (excluding $ETH core holdings), with a priority support for protocols with strong privacy and composability.

III. Institutional Bullishness: $ETH Remains the Preferred Choice in Crypto Compliance Context

🔹The market anticipates that the U.S. SEC will soon approve an Ethereum ETF that supports staking, and REX Shares has already submitted the relevant application. BlackRock's iShares Ethereum Trust has had no fund outflows for 23 consecutive trading days.

🔹Recently, LD Capital founder @Jackyi_ld reiterated his strong bullish stance on Ethereum and its ecosystem tokens in a new post. He stated that he currently holds 100,000 $ETH options long positions, believing that the Ethereum ecosystem is undervalued due to: the $ETH token itself being undervalued, optimism for the ETH/BTC rate pair's recovery during the bull market; after the crypto policy relaxation, projects with real revenue, users, and products will benefit first from traditional capital inflows; Wall Street funds are currently flowing into Ethereum for position building.

🔹QCP's report suggests that Ethereum's implied volatility has increased, with the at-the-money option volatility rising to around 70%, and the skew in the options market has clearly shifted towards the bullish direction, rising by 5 to 6 percentage points. ETF fund inflows show that institutional interest is returning.

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