We’re one week out from the Clarity Act failing.
- SEC publishes Innovation Exemption
- CFTC ships crypto rules to the White House
- CFTC updates FAQ on crypto activities
Crypto assets and equities tell the story.
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Vaults are just getting started.
Tomorrow @CamKhosravi and I are diving into avalanche-2:native with the Avalanche team.
Drop the questions you want us to ask here.
Earlier this year, Bitwise sat down with 15 of the world’s largest institutions: sovereign wealth funds, pensions, endowments, foundations.
Crypto was down 50%, but not one of the institutions we interviewed cut its allocation. Several bought more.
Here’s what else we learned:
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On Tuesday, the CLARITY Act failed in the Senate.
Since then, the SEC and CFTC shipped pro-crypto rules and innovation exemptions in its place.
This is Post-CLARITY Clarity.
Wells Fargo now recommends a 2-3% allocation to Bitcoin amid rising debasement concerns, noting the growth potential and diversification benefits.
The institutions are coming.
What a time to be alive.
Hyperliquid.
The monetary debasement trade is back and is the catalyst for a market regime change. I expect substantial crypto outperformance for the rest of the year.
This is just the tip of the iceberg. The money printer will fire up in full force soon.
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BREAKING: The US Treasury announces it will double the size long-term US government debt buybacks following the rapid surge in US Treasury yields.
Repurchases of $2 billion will now be increased to "at least" $4 billion, the US Treasury said.
The move is intended to provide "liquidity support" for bonds maturing in 10 to 30 years as total US debt nears $40 trillion.
There is the intervention we have been calling for.
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Shorting crypto is craaaaaazy
Ignoring the mess that happened on 10/10 today was the biggest day for liquidation against shorts... ever
In the last 24 hours:
* The SEC released Regulation Crypto Assets
* The Treasury launched yield curve control
* The White House prepared for a meeting with top crypto execs to discuss tokenization and the Clarity Act.
Hard not to be extremely bullish both BTC and crypto right now ow.
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“Bitcoin moves just like stocks, why would I invest?”
QQQ - Down today
SPY - Down today
BTC - Up today
And so on…
Me and @Matt_Hougan are doing a deep dive into the current crypto landscape tomorrow with @WebullGlobal
- What's happening now
- Why things are changing
- The 3 Biggest Opportunities right now
Don't miss...
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A year ago tokenized stocks barely existed.
Today: $2.7B onchain, up 230.6% in six months.
Every asset class is finding its way onchain, the t-equities curve is steepening.
Ngl coinbase not reporting trading volume anymore because it's not a key metric is kinda wild
1/ $FIGR's Q2 showed it is becoming a powerhouse in consumer lending.
It handled $4.3B of loans, more than in the first half of 2025. Revenue doubled and profit nearly tripled to $87M. 489 firms now use its lending software.
Here's why Q2 was its strongest quarter yet 🧵
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People think Hyperliquid is a crypto app. And people thought Amazon was a book store.
The show goes on
White House hosting major crypto meeting this week…
Expected attendance from President Trump, SEC Chairman Atkins, CFTC Chairman Selig, & executives from across crypto industry including Coinbase, Polymarket, Ripple, Gemini, etc.
Also expected to include major tradfi players like Nasdaq, NYSE, CME, DTCC, etc.
IMO, administration not waiting around for Clarity Act.
Garnering support for that would be great, but think they’ve already made decision to power ahead regardless.
Predict this meeting will strongly reinforce that message.
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Jim Cramer would smash the buy button if it wasn’t called “crypto”
Describe the asset:
→ Low correlation
→ Falling vol
→ Early-cycle upside
"Jim Cramer would be banging the smash button."
Say the word "Bitcoin" and they freak out.
Ryan Rasmussen on where the alpha actually hides.
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The bull market in onchain finance is very much real
Very interesting take. Could mean Clarity Act surprise passes at the September vote.
Would be wild to see the (current) SEC forcing Congress’s hand to pass crypto legislation after years of the (prior) SEC attempting to claim all crypto oversight as its own.
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Hot take on SEC abruptly cancelling tomorrow’s planned meeting on crypto…
Perhaps certain influential Senators came to their senses and realized the SEC could & would move forward on crypto innovation with or w/out Congress.
If so, would bode well for Clarity Act passing.
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