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CLARITY ACT STALLS 🚨 Odds just dropped. The bill shifts oversight from the SEC to the CFTC and protects self custody, but it is stuck in the Senate over stablecoin yield while banks warn of $400B in lost deposits. While DC debates, capital moves. Emirates NBD is reviewing Bitcoin for its $16B portfolio, calling it digital gold. The U.S. argues over yield. The UAE studies allocation. Clarity keeps innovation home. Delay exports it.

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Supernova is live now Please remember that there's ALWAYS extreme volatility at launch Do not approach with FOMO or emotion The team is excited to contribute to the L1 movement on Ethereum Bro fist - ET

1 Year Into The Bear Market It took me some time to convince myself that we are in a bear market, and that we have been in it for about 1 year. November 2024 was the thrill phase, and $ TRUMP was the euphoria, the blow-off top that none of us wanted to accept. Let me explain. It starts with this moronic quote: “history doesn’t repeat itself but it rhymes.” That stupid sentence has done more damage to market reading than almost anything else. It makes us completely default to pattern recognition without thinking how the pattern can be altered. This lazy way of predicting is how I misread the market. More specifically, that is how I misread 2 data points. Data point I We thought memecoins were the spark that would ignite alt season, when in fact memecoins were the alt season. We thought things were just getting started. Some talked about alt season, and some very brave ones even talked about a banana zone. We were wrong. You see, every prior cycle had a bubble inside the bubble driven by a new meta. That new meta created a new market, and that market introduced friction. Bridges, tooling, complexity, risk. That friction mattered because it split liquidity into 2 distinct groups. The first group is lazy liquidity. Capital that prefers simplicity, depth, and low effort. It stays parked in liquid tokens where friction is minimal. The second group is explorer liquidity. Capital that hunts returns aggressively and is willing to move through complexity to find them. That split is what makes token seasons possible. Explorer liquidity finds outsized gains inside the new meta, then rotates back into liquid tokens where lazy liquidity sits. That rotation creates momentum. That momentum becomes what people label alt season. This cycle never had that split. There was no new meta that demanded exploration. With no friction, both liquidity groups stayed in the same arena from the start. Lazy liquidity could participate without effort. Explorer liquidity could still make money by being early. The market skipped the middle step entirely, so we went straight to token season. Our mistake was thinking there was ever such a thing as alt season. There isn’t. There is only BTC → new meta → token season. If you skip the new meta, you go straight to token season, and that’s it. That was your cycle. Memecoins replaced what people expected to be alt season. November 2024 marked peak PnL for most traders. $ TRUMP was the blow-off top. Data point II BTC is no longer governed by internal crypto market psychology. It is governed by institutional and macro psychology. That operates on a different timeline and responds to different incentives. Since $ TRUMP, many interpreted BTC’s resilience as proof that the market was still in a chop or a bull market pullback. The reasoning was anchored to prior cycles where bear markets required BTC to dump by extreme percentages. That framework is outdated. BTC has effectively decoupled from the internal crypto cycle. Accept that, and the rest becomes straightforward. The bear market began after $ TRUMP, regardless of BTC’s behavior. Look beyond BTC. Since January 2025, the market has moved through anxiety, denial, and panic. If you have been profitable, you can see these stages clearly in those around you. If you have been unprofitable, you have lived them. We are now in the anger and depression phase. So....Why write this at all Two reasons. First, one of the things that has made me profitable in crypto is being able to deploy close to bottoms. That edge disappears if you mislabel the market. If you think a bear market is still ahead, you wait for bear prices. You don’t realize you are already seeing them. Second, I want this view to be debated aggressively or to snap people out of the wrong framework. I put high probability on this take being right. That is why I will start putting my money where my mouth is soon.

The company of the 47th President of the United States just bought $47 million in Bitcoin.

I #standwithcrypto. More than 250,000 people are already advocating for better crypto policy in America. Join the fight to receive email updates on crypto policy, invites to local events, and more at standwithcrypto.org

#CryptoTownHall twitter.com/i/spaces/1dRKZ…

This is an utter failure of the US regulatory apparatus. Coinbase and several other regulation-first companies have been trying for nearly a decade to offer licensed derivatives in the US.

Metamask Airdrop Guide 🪂 The $MASK token has been confirmed. Don't miss your chance at getting one of the biggest airdrops in crypto. -A Quick Guide on how to qualify for the $MASK token. 1/10

@trevor_flipper @RaoulGMI Smart contracts will be a huge piece of the A.I. puzzle. This one is going to take some time to play itself out... mostly due to having a bunch of fossilized muppets playing a high stakes game of Lawmakers Gone Wild.

1/ IT'S TIME FOR ME TO REVEAL A FEW THINGS. I've just published a post "Shame On Washington, DC For Shooting A Messenger Who Warned Of #Crypto Debacle." Link to post is here: caitlin-long.com/shame-on-washi…

To make the biggest gains in crypto, you need to position yourself in the strongest narratives. Some of the trends outlined in this thread still have potential to generate 50x opportunities. 🧵: 8 crypto narratives I'm eyeing right now. 👇

1/ In an increasingly digitalized world, the demand for decentralized solutions that provide transparency, security, and efficiency is on the rise. @FantomFDN is aiming to solve this through its high-speed consensus mechanism, Lachesis. Welcoming $FTM to @osmosis. 🧵⤵

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Changing your mind should be celebrated. People call each other out over past contradictory statements like it's a big gotcha or a sign of hypocrisy and fraud. Maybe sometimes, but much more often it's a sign of growth, humility, and willingness to learn and integrate new info.

🔔 #Starlink down? 🔗 Real-time status: servicesdown.com/services/starl… 🔁 RETWEET if you are affected too. #StarlinkDown #StarlinkOutage (Possible problems since 2023-01-09 23:11:44)

A lot of people want influence over others when they haven’t even mastered it over themselves.

No idea. Even pure ones. Is beyond question. Thinking your ideas are so pure they are beyond question...aka you are the one source of truth and everyone else is so wrong they cant even bring up an opposite opinion...is fucking psychopathic You're making the world worse. Stop.

We know degens don’t like to read so let's end it here We spent over 18 months building our dream platform Every tool in one place Better Faster Cheaper and definitely cooler Open Beta is LIVE NOW!! Buy on us, or not. Do what you like. Just don’t be a dickhead GM 16/ end

"DeFi shouldn’t be ensnared in a catch-all regulatory response to the FTX debacle." The DCCPA "might have hampered decentralized exchanges by burdening them with rules more suited to centralized ones." wsj.com/articles/centr…