Coin Market Ignited by Trump Effect, Who is the Biggest Beneficiary? | Seo Dong-ju, Kim Dong-hwan, Ham Ji-hyun Blockmedia Reporter

Coin Market Ignited by Trump Effect, Who is the Biggest Beneficiary? | Seo Dong-ju, Kim Dong-hwan, Ham Ji-hyun Blockmedia Reporter [Crypto PLUS]
Watch on YouTube ↗  |  September 08, 2026 at 03:12  |  31:57  |  3PRO TV (삼프로TV)
Speakers
Ham Ji-hyun — Reporter, Blockmedia
Seo Dong-ju — Host

Summary

The panel featuring Seo Dong-ju, Kim Dong-hwan, and Blockmedia reporter Ham Ji-hyun discusses crypto market drivers including the Clarity Act vote, Howard Lutnick's Tether ties, Korea's token securities roadmap, and Ethereum Layer 2 competition. The main investment implications are limited Bitcoin downside around the Clarity Act decision, indirect benefits for Shinhan Investment Securities, and rising pressure on older Layer 2 tokens such as Scroll, Arbitrum, and Optimism.

  • Bitcoin was flat around $78,000 with no major price movement.
  • The Clarity Act cloture vote is scheduled for September 16.
  • Market participants view low Clarity passage odds as already priced in, limiting Bitcoin's downside.
  • Howard Lutnick's Tether ties and children's trust loan are being investigated.
  • Korea's Electronic Securities Act amendment takes effect in February 2027.
  • Shinhan Investment Securities is pursuing a treasury-backed stable bond with Etherfuse.
  • US RWA tokenization is seen as likely to grow, while Korea lags.
  • Ethereum Layer 2 competition is intensifying, with Scroll, Arbitrum, and Optimism facing pressure.
Ideas
Ham Ji-hyun Reporter, Blockmedia 2:07
Bitcoin downside limited; bill passage upside.
The market is already pricing in a low probability that the Clarity Act passes. Alex Thorn said the market has discounted low passage odds, so if the bill fails Bitcoin's downside risk is limited; if it unexpectedly passes, it would be a strong positive catalyst.
BTC HIGH
Ham Ji-hyun Reporter, Blockmedia 24:05
Shinhan Investment Securities benefits indirectly from Etherfuse.
Shinhan Investment Securities is working with Etherfuse on a Korean treasury-backed stable bond. It may not directly attract many retail customers, but if Etherfuse's tokenized products succeed, Etherfuse will buy more Korean treasuries through Shinhan, giving Shinhan an indirect benefit.
Shinhan Investment Securities LOW
Ham Ji-hyun Reporter, Blockmedia 25:39
US RWA tokenization likely to grow significantly.
The US appears likely to see significant RWA tokenization growth, while Korea is lagging behind on tokenization infrastructure and regulatory constraints. This makes the broad RWA theme attractive despite Korea's domestic limitations.
RWA sector LOW
Ham Ji-hyun Reporter, Blockmedia 26:19
Scroll monitoring tag signals Layer-2 delisting risk.
Scroll, once a promising zk-based Ethereum Layer 2, received a Binance monitoring tag, which is similar to a caution designation and can lead to delisting if issues are not resolved. It shows Layer-2 status alone is no longer enough to survive.
SCR MED
Ham Ji-hyun Reporter, Blockmedia 28:30
Arbitrum's Robinhood-linked revenue share may fade.
Arbitrum currently benefits because Robinhood's Layer 2 chain is built on Arbitrum and contributes 10% of net fees back to the Arbitrum ecosystem, with 8% to the DAO treasury and 2% to the developer guild. However, Base previously abandoned Optimism's revenue-sharing Superchain and moved to its own stack, and because Layer 2 technology moats are now low, Arbitrum faces a similar risk if Robinhood leaves. Investors should monitor whether Arbitrum can retain Robinhood and whether chain growth actually accrues to ARB value.
ARB HIGH
Ham Ji-hyun Reporter, Blockmedia 29:42
Optimism lost Base revenue share; avoid.
Optimism's influence collapsed after Base, originally built on Optimism's OP Stack, ended the Superchain revenue share and moved to its own stack, so Base's growth no longer benefits Optimism. This shows a Layer 2 without an independent moat or distribution cannot survive.
OP MED
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3PRO TV (삼프로TV) · Sep 08

This 3PRO TV (삼프로TV) video, published September 08, 2026, features Ham Ji-hyun discussing BTC, Shinhan Investment Securities, RWA sector, SCR, ARB, OP. 6 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Ham Ji-hyun  · Tickers: BTC, Shinhan Investment Securities, RWA sector, SCR, ARB, OP