- A crypto innovation exemption could arrive within a month
- US-based crypto firms may soon face fewer legal threats
- BlackRock’s tokenization push lines up with the policy change
CryptoWendy0 believes something shifted in the regulatory mood that most people still haven’t processed yet. In a newly circulating clip, SEC Chair Paul Atkins said an innovation exemption for crypto could arrive within roughly a month — and the only thing slowing it down right now is the government shutdown. It’s the first time in years the SEC has sounded even remotely supportive instead of aggressive, and she says that alone is enough to change the tone across the industry.
What This “Innovation Exemption” Could Actually Mean
Wendy explains that this policy could finally let U.S.-based crypto companies operate without feeling like a lawsuit is hiding around every corner. That’s a big deal. More clarity means more startups staying in the country, more hiring, and more tax revenue instead of pushing everything offshore like the last cycle. For retail traders, she says the most obvious effect will be cleaner liquidity — banks, funds, and registered institutions will be able to move in more freely once the rules actually make sense.
BlackRock’s Tokenization Push Fits the Timing a Little Too Well
She also highlights one interesting coincidence: BlackRock’s leadership has repeatedly said tokenization is the “next evolution” of market structure. Their Bitcoin spot ETF is already their highest revenue product, and tokenized financial rails help them reduce friction and stack margins. The timing lines up almost perfectly — the SEC softening its stance right as the world’s biggest asset manager leans deeper into crypto infrastructure.
Closing Thoughts
For years, crypto in the U.S. felt boxed in, squeezed, maybe even intentionally slowed down. Wendy says this is the first real sign that the walls might finally be coming down. And with BlackRock pushing tokenization while the SEC signals openness, she believes this is exactly the kind of early-cycle setup long-term holders wait for — the moment right before the crowd realizes the rules of the game just changed.
