GENIUS gave us stablecoins. CLARITY gives us market structure. Together they are the foundation for the next decade of onchain finance. I share my thoughts of the 309 pages and why this is the architecture institutional crypto has been waiting on.

Crypto won the weekend. While U.S. equities sat frozen during the Iran conflict, Bitcoin approached $74K and commodities found price discovery on Hyperliquid before traditional markets opened. This is the new normal, and it's just one signal that 2026 is the year crypto becomes invisible. In my latest letter I discuss the shift from Crypto as a Sector to Crypto as a Service, what I saw at @consensus_hk, and @PanteraCapital's latest investments and why the next unicorns will be built on utility, not hype. @OndoFinance @FTI_US

161,608 transactions in the Pitch Markets since trading started two hours ago ~$300k traded in the last 24h alone, $30,000 of PITCH burnt and gone forever 48 country curves, 144 player curves, one base currency 5% PITCH burn on every swap, every pack, every trade all on @base & @Uniswap

Retired NASA astronaut and U.S. Navy Captain @astro_suni will join Vast as an Astronaut Advisor. With 608 days in space, 62+ hrs of spacewalks, Williams has also held key NASA leadership roles serving as Deputy Chief of the Astronaut Office and Commander of multiple expeditions.