The latest hot news boils down to three lines:
First, the regulatory week. The Senate Republicans have put forward a revised CLARITY bill. Trump has accepted most of the ethics provisions. On Tuesday, a procedural vote will require 60 votes. This doesn’t mean legislation immediately, but any progress beyond expectations could be treated as a positive for pricing.
Second, the macro picture. CME shows the probability of a rate hike this week has risen to about 86%. Oil prices combined with the situation in the Middle East mean liquidity expectations are relatively tight, making it difficult for crypto to surge on one side only.
Third, RWA and tokenized stocks. Institutions are moving stocks and ETFs onto the chain. On Solana, tokenized stocks and Robinhood Chain form two parallel narratives. Memes are still popping up locally, but they are no longer the pricing anchor of the main market.
First, the regulatory week. The Senate Republicans have put forward a revised CLARITY bill. Trump has accepted most of the ethics provisions. On Tuesday, a procedural vote will require 60 votes. This doesn’t mean legislation immediately, but any progress beyond expectations could be treated as a positive for pricing.
Second, the macro picture. CME shows the probability of a rate hike this week has risen to about 86%. Oil prices combined with the situation in the Middle East mean liquidity expectations are relatively tight, making it difficult for crypto to surge on one side only.
Third, RWA and tokenized stocks. Institutions are moving stocks and ETFs onto the chain. On Solana, tokenized stocks and Robinhood Chain form two parallel narratives. Memes are still popping up locally, but they are no longer the pricing anchor of the main market.