The CBDC Ban: banned something nobody was building
The Federal Reserve had already said it won't issue a digital dollar without Congress say so. So the "ban" is four years of protection against a threat that wasn't materialising anyway.
Read more →Weekly Newsletter
The sharpest crypto signals — what moved, and why it matters.
Sun, Jul 12
CLARITY Act Misses July 4 Deadline
CLARITY Act Senate fight
The CLARITY Act is moving through an increasingly narrow Senate window toward a floor vote as ethics disputes, opposition coalitions, and shifting passage odds keep the bill's fate uncertain.
Latest: Bill failed to be signed by July 4 target; legislative window now narrows to Senate floor vote before August 7 recess, with Polymarket odds previously at 53% and fewer than 10% of Capitol Hill staffers expecting the third reconciliation bill to pass.
Corporates buying faster than miners can dig
Public companies are now absorbing Bitcoin at twice the rate they are being mined into existence. Six percent of the entire supply is sitting on balance sheets.
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Hyperliquid: volume down, interest up
RWA open interest doubled in two months — from $1.3 billion in March to $2.6 billion in May. That's not a platform in trouble. That's a platform finding a completely different user.
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Hong Kong Gold Network: the dollar stablecoin's first serious rival isn't another stablecoin
The thing Beijing just built in Hong Kong isn't trying to out-USDT USDT. It's doing something more interesting: expanding the yuan's reach and gold settlement capacity for institutions, so they never need to touch a dollar stablecoin in…
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GENIUS Act: the front door is still being built
The law is signed. The clock is running. But nobody can actually comply yet, because the rules that define who qualifies don't exist.
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Onchain market devs: we're coders not broker!
Hyperliquid and Phantom argument is that a developer who writes software that lets two people trade directly with each other is not the same as a broker who holds your money and executes your order. Treating them identically doesn't…
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Bitcoin Bond: New Hampshire is collateralising the bet, not making it
The clever part of this structure is buried in one detail: the state puts up no taxpayer money. CleanSpark, a Bitcoin mining company, posts the Bitcoin as collateral and owns the repayment obligation. New Hampshire just lends its name and…
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Digital Euro: the surveillance question is real, but so is the reason
The right-wing bloc that tried to block this vote wasn't just being obstructionist. Their concern — that a government-issued digital currency hands the state a surveillance tool that could be turned against ordinary citizens — is a…
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Hyperliquid: a $43 million question about what just happened
Robinhood Chain beat Hyperliquid on 24-hour DEX volume — $433 million to $296 million — eight days after launch. That sounds like a serious upset.
Read more →Strategy Sells BTC, Eyes Bigger Buy
Strategy BTC treasury stress
Strategy is navigating a crisis in its Bitcoin treasury model, oscillating between forced BTC sales, purchase pauses, and resumed accumulation as STRC preferred stock stress and unrealized losses reshape its capital framework.
Latest: Strategy executed a confirmed 3,588 BTC sale for $216M, with Saylor publicly hinting at a larger subsequent purchase and analyst Jiang Zhuoer warning the full approved 20,000 BTC may be sold.
BTC ETH ETFs Snap Outflow Streak
Bitcoin and Ether ETFs record $282M combined net inflow, ending eight consecutive weeks of outflows
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