Hashdex

Until today, if you wanted options on a crypto ETF, your only choice was single-asset: Bitcoin or Ethereum. That just changed. 🧵

Three signals worth tracking: → US Senators broke the stablecoin yield standoff — a potential path for the CLARITY Act → Meta starts paying creators in USDC via Stripe (Solana + Polygon) → Czech central bank governor publicly advocates a 1% BTC allocation in sovereign reserves CIO range: NCI™ 3,200–4,000 | BTC $70k–$80k Full analysis: hashdex.com/en-US/insights…

The Nasdaq CME Crypto™ Index was up just 0.1% this week. But the NCI™ holding near 3,740 while the Fed logged its biggest dissent since 1992 — and Core PCE hit its highest since late 2023 — tells you something. Here's what @SamirKerbage is watching 👇

When markets turned volatile, crypto rallied double digits. Most investors called it noise. We think it's one of the clearest signals of 2026. @SamirKerbage and @osheagt unpack it live Wednesday. 📅 May 6 | 10 am EST · 3 pm GMT · 4 pm CET Register → share.hsforms.com/12N8Ud2MyS6SiF…

Important Information

130 → 13. That's the enforcement action count, old admin to new. But the bigger shift isn't the number. It's what comes after. When regulators stop litigating → they start clarifying. SEC + CFTC jointly outlined a crypto asset taxonomy. 5 asset categories. Clear criteria.

Firms can build. Institutions can allocate. Prices haven't reflected this shift yet. The structural case has. Market Pulse Q1'26 → hubs.ly/Q04c8BzH0

Important Information:

The CLARITY Act may pass Congress in the coming weeks. For $BTC, nothing changes — it already has commodity status. For the rest of the index, everything does.

Full analysis in our Market Pulse Q1'26. 👇 hubs.ly/Q04c8BzH0 #Bitcoin #DigitalAssets

We're optimistic this critical market structure legislation gets signed into law in 2026. Strategic allocators seeking broad crypto exposure should be watching this closely as Q2 unfolds.

Crypto rallied double digits in April. During one of the most turbulent macro environments in years. That's not a coincidence. It's a signal worth understanding. Join us Wednesday May 6 — @SamirKerbage and @osheagt break it down live. ✍️🏼Register → share.hsforms.com/12N8Ud2MyS6SiF…

📊 Market Pulse Q1'26 — the full Q1 breakdown, valuation model, CLARITY Act timeline, and portfolio construction implications. hubs.ly/Q04c8BzH0

In Q1, crypto dropped 30% when the Fed Chair changed. Then war broke out with Iran, and crypto went up while gold fell. Same quarter. Completely different signals. Our CIO @SamirKerbage on what Q1 actually revealed ↓

📊 Full Q1 analysis — what drove the sentiment collapse, and what it means for disciplined allocators. hubs.ly/Q04c8BzH0

Crypto Fear & Greed hit 8~21 in Feb–Mar 2026. Comparable to post-Terra-Luna lows in 2022 (7~13). The difference: → 2022: fraud, exchange collapses, structural deterioration → Q1 2026: none of that Sentiment at historic lows. Without the underlying crisis.

📊 Market Pulse Q1'26 — regulatory window, CLARITY Act timeline, and the institutional allocation case. hubs.ly/Q04c8BzH0

🚪Regulation isn't a footnote. It's what opens the door to institutional capital. Dramane Meite, our Head of US and Europe Product, on the three regulatory shifts that defined Q1: → SEC-CFTC crypto taxonomy published → CLARITY Act at 60% approval odds → SEC enforcement: 130 → 13 Full Q1 analysis ↓