Daily Newsletter

The sharpest signals for crypto — what moved, and why it matters.

Thu, Jul 2

Quantum timeline pushes Bitcoin for answers

Everyone appears to be anticipating a quantum threat sooner rather than later.

CLARITY Act: Trump's disclosure has made the ethics clause unavoidable

The number that changes everything isn't $1.4 billion. It's the gap between what Trump made in 2024 from crypto ($57 million) and what he made in 2025 ($1.4 billion) — a 25-fold jump that happened entirely while he was signing…

Tokenised Treasuries: the plumbing works — now ask who controls the pipes

Franklin Templeton just handed a tokenised US Treasury to Virtu Financial over a permissioned blockchain called Canton, settled against a USDC-backed stablecoin, in real time. The settlement actually cleared. That part is genuinely…

Bitcoin ETFs: the $73,000 cost basis is the number that matters

160,000 BTC has left US spot ETFs since October 2025. The average holder bought in at roughly $73,000. Bitcoin is trading around $60,000.

CLARITY Act: Hester Peirce says summer; the bill says otherwise

Hester Peirce expects the CLARITY Act to pass this summer. That's a real signal — she's a serious person who's watched this legislation closely and isn't given to wishful thinking.

Strategy: when the machine starts working again

Strategy and Strive absorbed nearly 7,000 BTC in a single month — without selling a share of common stock, without issuing new debt. The preferred equity engine is running.

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