🚨ウォール街の巨人 vs DeFi：SECとの「密室会談」
Citadel、JPMorgan、SIFMA（証券業金融市場協会）などのトップ金融機関が、SECの暗号資産タスクフォースと極秘に会合を実施。
議題は「DeFiへの規制強化」。彼らは、SECが進めようとしているDeFiへの規制免除（Exemptive Relief）が、既存の金融システムを破壊し、投資家保護を損なうと警告。
【今後議論になるポイント】
「Technology Neutrality（技術的中立）」の罠
ウォール街の主張：「技術がブロックチェーンだろうが何だろうが、同じ金融活動（取引）なら同じ規制（KYC/AML）をかけろ」。
DeFi側の反論：「スマートコントラクトは仲介者（人間）ではない。コードは言論であり、既存の規制は適用できない」。この定義の戦いが激化します。
SIFMAの警告と「フラッシュ・クラッシュ」
SIFMAは10月に起きた「過去最大の暗号資産暴落」を引き合いに出し、「規制なき市場は危険だ」とSECに圧力をかけています。
ポール・アトキンス委員長の板挟み
新SEC委員長アトキンス氏は「イノベーションへの免除」を約束していますが、ウォール街という最強のロビー団体からの突き上げを食らっています。
彼はどちらの顔を立てるのか？「匿名DeFi」はアングラ化し、ウォール街が管理する「ホワイトDeFi」が主流になるのか。

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🚨 Wall Street Giants vs. DeFi: "Closed-door" Meetings with the SEC
Top financial institutions, including Citadel, JPMorgan, and SIFMA (Securities Industry and Financial Markets Association), met secretly with the SEC's Cryptocurrency Task Force.
The topic of discussion was "Strengthening Regulation of DeFi." They warned that the SEC's proposed exemption for DeFi would disrupt the existing financial system and undermine investor protection.
[Future Points of Debate]
The Trap of "Technology Neutrality"
Wall Street's argument: "Whether the technology is blockchain or something else, if it's the same financial activity (trading), it should be subject to the same regulations (KYC/AML)."
DeFi's counterargument: "Smart contracts are not intermediaries (humans). Code is speech, and existing regulations don't apply." This definitional battle is intensifying.
SIFMA's Warning and the "Flash Crash"
SIFMA is citing the "largest cryptocurrency crash in history" that occurred in October and pressuring the SEC, arguing that "unregulated markets are dangerous."
Chairman Paul Atkins Caught in the Middle
New SEC Chairman Atkins promises "exemptions for innovation," but is facing pressure from Wall Street, the most powerful lobbying organization.
Who will he save face? Will "anonymous DeFi" go underground and Wall Street-controlled "white DeFi" become mainstream?

Bitcoin's price briefly touched $60,000 last week. Under a diminishing returns model, this is no mere noise. The market is touching the weakest link in the entire four-year cycle and logarithmic growth framework.

With the gains at the top of the Bitcoin cycle already significantly compressed, a further historically deep correction would completely negate the allure of its classic cycles.

This is not a prediction; it's a mathematical law.

Cycle Top Gains are Compressing

Historical Bitcoin Cycle Tops:

· 2013: ~$1,242

· 2017: ~$19,700

· 2021: ~...

$55,000 will be the lifeline for Bitcoin.

The government has just issued Resolution No. 23/NQ-CP following the regular government meeting in January 2026, which emphasizes the requirement for proactive, flexible, and effective monetary policy management, with close coordination...

The Vietnamese government is pushing for the operation of a gold and cryptocurrency exchange by February 28, 2026.

The crypto market experienced a sharp drop this afternoon, with Ethereum falling below the $2,000 mark at 3 PM Taiwan time, according to Hyperliquid [...]
The article, titled "Machi Big Brother Suffers Huge Losses and Didn't Sleep All Night? Ethereum Falls Below 2000 Magnesium, Panic Arrives, Opens Long BlockTempo and Loses 120,000 Magnesium," was originally published on BlockTempo, the most influential blockchain ABMedia media.

Machi Big Brother lost so much money he couldn't sleep all night? Ethereum fell below 2000, causing panic. He long positions in ETH and HYPE, then sold at a loss, losing all 120,000 in magnesium.

参照記事：Top Wall Street Firms Met With SEC Crypto Task Force to Discuss DeFi Concerns

Read: Top Wall Street Firms Met With SEC Crypto Task Force to Discuss DeFi Concerns