TraderS | 缺德道人
TraderS | 缺德道人|Jun 23, 2025 09:19
Today, the overall rise of DaA highlights the absurdity of the so-called blockade of the Strait of Hormuz causing a decline last night. After all, if the strait is really closed, the impact on China will be even greater than that on the United States, and Iran's own oil exports, which are essential for survival, will also be dealt a devastating blow. This is like a person harming you by committing suicide with a knife and splashing blood on your face, which may seem a bit scary but is actually useless, so they will not take this step unless absolutely necessary. If Big A, which relies more on the Strait of Hormuz, had no impact, the US stocks that opened at night should have no problem, and even Circle had risen by 10% before trading. The prices of crude oil and gold, which have been more affected by the war, have also fallen. After a weekend of 'market closure', only the cryptocurrency circle heavily controlled by Gouzhuang was injured. Recently, the degree of US stock conversion in the cryptocurrency industry seems to be intensifying, and it is not only Circle's method of selling knockoff coins that many cryptocurrency enthusiasts cannot understand. Other exchanges or project parties are also accelerating their progress in listing on the US stock market, and even the industry has begun to acquire clean shells listed on the US stock market. It is obvious that the liquidity, narrative, and investment return of the US stock market have become more attractive than the cryptocurrency industry. Currently, OKX, Kraken, Gemini, and Bullish are all preparing to go public. Especially the information that OKX is preparing to go public in the United States is overwhelming today. As an old leek, I still remember that many years ago, Huobi Technology and Ouke Cloud Chain were on the market in Hong Kong. However, the liquidity and policy restrictions in Hong Kong have resulted in both companies not including the most profitable part of the exchange in the main body of the listed company. But after this wave of stablecoin bills, the pace of the United States has significantly accelerated. In addition, OKX has been focusing on compliance in recent years and has obtained licenses from multiple influential countries, allowing it to conduct business in compliance without any worries about sudden rush or time limited clearance by a certain country. The advantages that OKX can have in expanding its business in the United States are actually quite obvious, after all, BN has been out for a long time, and the high-quality user base and capital endorsement that an additional US market can bring are enough for OKX to compete for the top spot (provided that Lao Xu himself has this idea). Rights and obligations are always equal. While obtaining liquidity in the United States, one will also face more compliance requirements, more constraints, and even be treated as a blood bag to extract liquidity. There are pros and cons to listing cryptocurrency companies on the US stock market, but both Circle and Coinbase have set a good example. As cryptocurrency companies, we may really need to gradually migrate to the US stock market and become esteemed "US stock traders"
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