Bernstein: Liquidity will flow back from useless memes to DeFi, GameFi, and NFTs, bullish on stablecoins and RWAs

BlockBeats News, February 25th, Cryptocurrency research firm Bernstein released an analysis report stating, "Previously, in order to avoid regulatory crackdowns on utility tokens and NFT projects, the cryptocurrency market was forced to turn to 'useless' meme coins. However, with the Trump administration easing regulations, analysts expect liquidity to return to utility-driven tracks such as DeFi (Decentralized Finance), GameFi, and NFTs."

"Crypto-friendly regulator Paul Atkins, nominated by Trump, is set to lead the SEC (pending Senate confirmation) and establish a crypto working group led by Republican Commissioner Hester Peirce. The SEC's agreement in principle to withdraw the securities violation charges against Coinbase and terminate the investigation into OpenSea both indicate a policy shift. Continued inflow of ETF funds and corporate hodling driven by strategy will propel Bitcoin's rise in the coming months, maintaining the year-end target price of $200,000 even amidst recent market downturns."

"Stablecoins and Real World Asset (RWA) tokenization are another focus, especially with the expected implementation of stablecoin and digital asset securities regulatory frameworks. Stablecoins will primarily impact cross-border B2B payments, interbank settlements, and remittances. As regulatory clarity on crypto asset securities emerges, equity and debt tokenization will open up new pathways for corporate financing, and the demand for stablecoins as a settlement currency will also grow. It is anticipated that stablecoins will expand the potential market for trading platforms and brokers—tokenized equity listings will drive trading volume growth, while the demand for stablecoins will increase platform float income."