In this White House meeting, the signal isn’t about “stock-picking calls”—it’s about the people at the table.
Trump convened the SEC, the CFTC, Coinbase, Robinhood, Kraken, Ripple, Chainlink, as well as NASDAQ and ICE (the parent company of the New York Stock Exchange)—crypto-native companies, regulators, and Wall Street exchanges—for the first time, all under the same policy framework.
On-site, the message was unmistakable:
· The U.S. must expand its Bitcoin and digital asset strategic layout;
· Congress needs to push the CLARITY Act;
· The CFTC should study compliance pathways into the U.S. for entities like Hyperliquid;
· Maintain global leadership in BTC, Crypto, prediction markets, and AI.
The key agenda going forward has shifted: how to formally integrate new financial products—stablecoins, on-chain financing, perpetual futures, prediction markets, and more—into the U.S. financial system.
This is no longer about “regulating Crypto,” but about discussing how Crypto can become part of America’s financial system.
Coinbase CEO Brian Armstrong directly pointed out that the CLARITY Act must secure 60 votes—why is that critical?
A presidential term is limited. But once the market-structure bill takes effect, regulatory boundaries, institutional authority, and capital pathways are fixed in law. At that point, Crypto won’t be a policy preference of any one administration—it could become part of America’s long-term financial institutions.
So what’s truly worth watching last night isn’t “whether the U.S. will buy BTC,” but:
Crypto is evolving from a type of asset into the financial infrastructure the U.S. is preparing to build for the long run.
· Stablecoins = payment layer
· Tokenization = asset layer
· Crypto exchanges = trading layer
· NASDAQ, NYSE, CME, DTCC = traditional infrastructure layer
· SEC, CFTC = regulatory layer
If these are truly connected, the U.S. isn’t competing for the next bull market—it’s competing for the rule-making power of the next generation of global financial infrastructure.
In the end, what the U.S. is fighting for isn’t Crypto itself, but control over the next financial system.
Trump convened the SEC, the CFTC, Coinbase, Robinhood, Kraken, Ripple, Chainlink, as well as NASDAQ and ICE (the parent company of the New York Stock Exchange)—crypto-native companies, regulators, and Wall Street exchanges—for the first time, all under the same policy framework.
On-site, the message was unmistakable:
· The U.S. must expand its Bitcoin and digital asset strategic layout;
· Congress needs to push the CLARITY Act;
· The CFTC should study compliance pathways into the U.S. for entities like Hyperliquid;
· Maintain global leadership in BTC, Crypto, prediction markets, and AI.
The key agenda going forward has shifted: how to formally integrate new financial products—stablecoins, on-chain financing, perpetual futures, prediction markets, and more—into the U.S. financial system.
This is no longer about “regulating Crypto,” but about discussing how Crypto can become part of America’s financial system.
Coinbase CEO Brian Armstrong directly pointed out that the CLARITY Act must secure 60 votes—why is that critical?
A presidential term is limited. But once the market-structure bill takes effect, regulatory boundaries, institutional authority, and capital pathways are fixed in law. At that point, Crypto won’t be a policy preference of any one administration—it could become part of America’s long-term financial institutions.
So what’s truly worth watching last night isn’t “whether the U.S. will buy BTC,” but:
Crypto is evolving from a type of asset into the financial infrastructure the U.S. is preparing to build for the long run.
· Stablecoins = payment layer
· Tokenization = asset layer
· Crypto exchanges = trading layer
· NASDAQ, NYSE, CME, DTCC = traditional infrastructure layer
· SEC, CFTC = regulatory layer
If these are truly connected, the U.S. isn’t competing for the next bull market—it’s competing for the rule-making power of the next generation of global financial infrastructure.
In the end, what the U.S. is fighting for isn’t Crypto itself, but control over the next financial system.