US Structural Shift: Regulatory Breakthroughs and Institutional Practices
In 2026, the US Internet capital market is undergoing significant structural changes. On the regulatory front, the GENIUS Act and joint guidance from the SEC and CFTC provide clearer compliance pathways for public blockchain assets. In institutional practice, traditional financial giants such as J.P. Morgan and State Street have conducted real transactions on the Solana blockchain, validating the feasibility of public chains as the foundation for capital markets.
Strategic Window for Asian Institutions
Asian institutions face a valuable strategic window. The article suggests that Asian institutions should follow up pragmatically in stages based on local regulatory maturity, prioritizing markets with relatively complete compliance frameworks such as Singapore and Hong Kong, while carefully assessing the maturity of high-performance public chains like Solana.