BlockBeats News, June 4th, The "Prophet of New Stocks" Serenity stated in a post that crypto concept stocks such as COIN, HOOD, and CRCL are experiencing a pivotal moment this year. If the so-called "Crypto-Friendly U.S. Government" and narratives like "Strategic Reserves" fail to materialize, and a bank lobbying-driven "Clarity Act" similar law is enacted, it could potentially suppress crypto innovation.

Serenity further pointed out that such policies may restrict yield-bearing products in the crypto space and competitive financial innovation, while also dampening market liquidity. However, from a macro perspective, it may help strengthen the USD system. She added that against the backdrop of the current valuation pullback, these stocks may regain attractiveness to short-term traders.