US Structural Shift: Regulatory Breakthroughs and Institutional Practices
In 2026, the United States is driving a structural transformation of internet capital markets through regulatory innovation and institutional adoption. The introduction of the GENIUS Act, along with joint guidance from the SEC and CFTC, has laid the foundation for compliance of public blockchain assets. Meanwhile, leading financial institutions such as J.P. Morgan and State Street have already executed real trades on the Solana blockchain, validating the feasibility of public blockchains as next-generation capital market infrastructure. This combination of policy clarity and real-world implementation is reshaping the competitive landscape of global capital markets.
Strategic Window for Asian Institutions
For Asian institutions, this trend opens a strategic window. The article points out that Asian institutions need to follow up pragmatically and in phases based on local regulatory maturity, avoiding blind rushing. Seizing this window could help them secure a favorable position in the next wave of global capital flows. Delayed action may result in falling behind as U.S. markets set standards for tokenized assets, cross-chain interoperability, and on-chain settlement. Asian players should first observe, then pilot in jurisdictions with clear regulations, and gradually scale as domestic frameworks evolve.