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The Senate has only a few days left before it breaks for August recess, and the odds of the CLARITY Act passing have slipped to 26% on Polymarket. If the bill fails, the whole market won’t fall together. Bitcoin and Ethereum have enough regulatory footing under existing agency definitions to hold their ground. The public crypto stocks, the miners and exchanges and custodians, are the ones that get…
This was supposed to be the week CLARITY reached the Senate floor, and it came and went without a vote.
Executive Summary: The Catalyst
The Fed hasn’t moved, and the data isn’t giving it much reason to.
Higher-for-longer just ran straight into yield-bearing stablecoins.
The marble corridors of the Eccles Building are witnessing a spectacle not seen in three-quarters of a century.
The mainstreamification of $SOL just got a whole new meaning.
The mainstreamification of $SOL is here.
We’ve been watching the numbers, and the fallout is still unfolding.
We’ve been watching the numbers, and the shift is no longer subtle.
