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骑着蜗牛追火箭🚀🚀
利益冲突条款可能拖慢CLARITY法案,这才是我看这篇Tiger Research分析时最在意的细节。报告称民主党已取得两院多数,但我不会直接把换班等同于行业利空。
开小公司,我最怕的不是成本高一点,而是投入了钱,却不知道多久能开张。我的判断是:规则落地时间的不确定,对等着开展业务的企业压力更大。如果谈判拉长,那么合规准备和人员开支还得继续,收入却未必跟上,投入产出就容易失衡。这是我的推演,不是报告给出的结果。
所以我更看重企业有没有现金流和风险准备金,而不是谁喊得更亲加密。做生意的朋友,如果你正筹备一项依赖新规的业务,碰上这种延期风险,会留足预算继续等,还是缩小投入先试水?

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