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.

Crypto's smoke alarm going off today. monero:native

Quick way to catch up on the latest with @avax Which is up almost 40% in the last week —

Vaults are just getting started.

Going live with @avax, @CamKhosravi , and @JohnNahas84 now!

MoonPay is buying Utah-based brokerage firm North Capital for $60M in stock. It acquires the licensing for a full tokenization stack: broker-dealer, ATS, transfer agent, RIA The SEC opened the doors for onchain stock trading last week, and MoonPay is paying to play.

Tomorrow @CamKhosravi and I are diving into avalanche-2:native with the Avalanche team. Drop the questions you want us to ask here.

Excited to talk avalanche-2:native with the experts Be there or be 🔺

Institutions are generally reluctant to announce their crypto positions. So we asked 15 of the world’s largest investment firms how they’re allocating to crypto today. Introducing the first-ever Bitwise Institutional Crypto Adoption Report. bitwiseinvestments.com/crypt…

I've made an outrageous amount of slides over the past month Some of them made it and some of them didn't But here are the ones that repeatedly appear in my dreams An inside look from the Bitwise PowerPoint Desk 🧵👇

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:

Great breakdown of the latest avalanche-2:native upgrade

"As AI adoption broadens and agentic systems become more capable, digital assets could become increasingly integral to AI’s economic infrastructure, expanding utility across stablecoins, tokenized RWAs, and native cryptoassets that support blockchain settlement." This.

Bitwise Research Lair coin of (last) week: near:native Swap between any network in <60s

Yup. I’m inconsolable.

Binance is making a $100M equity investment in $CRCL alongside a five-year USDC promotion deal. Another meaningful distribution channel for Circle's stablecoin.

bittensor:native ripping today. Just the beginning for the subnet economy 🚀

Strategy ($MSTR) is back to positive YTD and its balance sheet looks sturdier than ever. Strategy's spent the last 3 months selling a small slice (0.8%) of its BTC holdings into more staying power (more cash for obligations, support for STRC through repurchases, etc.)

Gm

I can tell you firsthand Chainlink is meeting w/ leaders from Banks, Asset managers, wealth platforms, equity research shops, the DTCC & more They’re positioning themselves right before the onslaught of Wall Street/TradFi firms coming onchain and are ready to assist them ethereum:0x514910771af9ca656af840dff83e8264ecf986ca