@AndreasSteno At the end of the day, who cares?! In the USA people spend like drunken sailors and would pay even more. If the EU has to pay more than usual, get over it!
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J F
3.9K posts
*TRUMP SAYS US TO HELP SOME SHIPS LEAVE HORMUZ STARTING MONDAY
Here comes your weekly dose of Monday hope-ium
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J F retweetledi
Food for thought.
Wall Street is sleepwalking past the biggest new carry trade in decades. Capital is starting to move from low‑yield “risk‑free” Fed funds into high‑yield, Bitcoin‑linked instruments such as STRC, where on‑chain returns sit an order of magnitude higher. The spread is not a quirky crypto anomaly; it is the birth of a parallel risk‑free curve in a tokenised system. With the CLARITY Act set to codify US digital‑asset market structure and remove the main regulatory alibi for inaction, institutional credit will not stay parked in the analogue system forever. At scale, this will look less like a niche crypto trade and more like the yen carry trade on steroids.
Crypto Rover@cryptorover
CLARITY ACT IS COMING 🚀 Coinbase says a deal has been reached on a key part of the U.S. crypto market bill. A major hurdle is cleared and the legislation could now move to a Senate vote.
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@Kylechasse First, which economy? In the US, people are out alllllll day. Non stop traffic, non stop spending. Gas could be $50 a gallon and they literally would not care. They spend like drunken sailors
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Everyone keeps saying the economy is roaring.
But there's a number worth understanding.
Strip out healthcare and the US economy has lost 202,000 jobs since January 2025.
One sector is carrying the entire jobs report on its back.
That's not necessarily a bad thing. Healthcare is real work. Real value. People are living longer and the system is growing to meet that demand.
But it does raise a question worth asking.
When one industry is doing the heavy lifting, what happens to the rest?
Diversified economies are resilient economies.
Nothing to worry about yet.
Just don't ignore it.
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@fundstrat @BitMNR Clarity is garbage as written. Stop peddling that garbage. You’re not a Crypto native! You’re a Wall Street native. No yield no deal!
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For the first time in a month, the odds of passage of the Clarity Act in 2026 is now above 60%
- positive development for crypto
$ETH $BMNR
@BitMNR
Brian Armstrong@brian_armstrong
Mark it up
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The Clarity Act cleared a major hurdle: stablecoin yield.
Compromise text was released overnight & while it bans passive yield, it still has room for "activity based" rewards.
The Senate Banking Committee can now schedule a markup hearing for the first time.
What's still unresolved: ethics provisions covering Trump family crypto holdings & DeFi oversight.
Are those going to be deal-breakers for the Dems?
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@paulbarron It’s garbage. Watch how many people cash out and move away from crypto as a result. Why use non yielding stables when you can use Venmo
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@Polymarket Clarity is what institutions have been waiting for.
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JUST IN: The Digital Asset Market Clarity Act is now projected to be signed into law this year.
59% chance. polymarket.com/event/clarity-…
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🚨 BREAKING: Crypto Regulation Breakthrough
Coinbase Global Inc. has secured a key compromise on stablecoin yield — clearing one of the biggest obstacles to U.S. crypto legislation.
This move could unlock the long-awaited CLARITY Act, bringing real structure to how digital assets are regulated.
⸻
🧠 What just happened?
For months, the entire bill was stalled over one issue:
👉 Should stablecoins offer yield?
• Banks: ❌ Strongly opposed
• Crypto firms: ✅ Critical for growth
Now → a compromise is in place:
✔️ Limited, regulated yield allowed
✔️ Safeguards introduced
⸻
📊 Why this matters:
• Removes a major regulatory overhang
• Protects a key revenue stream for Coinbase
• Boosts U.S. competitiveness in crypto
• Signals real policy clarity is finally coming
⸻
📈 Market reaction:
COIN: +1.85%
Markets are starting to price in:
👉 Lower regulatory risk
👉 Stronger long-term outlook
⸻
🔥 Bigger picture:
This isn’t just about Coinbase.
It’s about:
• Stablecoins moving into mainstream finance
• The U.S. setting global crypto rules
• The next wave of institutional adoption
⸻
If this bill passes, it marks a structural turning point for crypto.
Follow Valorix Research for real-time market + crypto insights.
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@jerallaire No yield, little reason to use them. Just use Venmo. The banks won!
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Stablecoins represent the highest utility form of money ever invented — incentives that encourage their greater usage and utility will only amplify their velocity and adoption. The entire digital asset industry, which now very much includes banks of all sizes and stripes, will benefit from advancing US leadership in this area, which is vital to US national interest, and a model for the rest of the world to follow.
Dante Disparte@ddisparte
Today’s compromise on stablecoin yield marks meaningful progress in the CLARITY Act negotiations. Regulated payment stablecoins are accelerating global economic activity, strengthening both the digital asset and banking sectors, and unlocking dramatic new utility and velocity through the advent of programmable and natively digital money. As USDC has demonstrated, these instruments are scaling rapidly across domestic and global markets—powering cross-border payments, serving as a reliable store of value, enabling collateral mobility in capital markets, and supporting emerging models like agentic commerce. The GENIUS Act was a critical milestone in advancing institutional adoption of dollar-denominated payment stablecoins, and the CLARITY Act represents the next step in modernizing U.S. financial market infrastructure for a digital, global economy. We support today’s bipartisan compromise and commend policymakers for advancing a pragmatic, pro-innovation framework. We look forward to working with Congress to move this legislation forward. The United States faces a clear choice in digital assets: lead or be led. Today’s progress is an encouraging signal that the U.S. is choosing to lead.
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@Flowslikeosmo 100%
You can also just buy using USD. Other than an institutional payment or large payment across borders, stable coins have lost mainstream purpose. Just use Venmo. The banks won crypto sellouts!
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The Clarity Act just killed stablecoin yield.
No more buy and hold, it's now buy and use.
Once again, retail lost.
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Clarity Act deal is done!
Potential timeline is as follows...
Markup: week of May 11.
Senate floor: June or July.
Trump's desk: this summer.
Genius Act passed at the cycle top. Clarity Act looks like it might pass at the cycle bottom.
Stable coin yield took a hit in the compromise.
But everything else from jurisdictional clarity, staking protections, defi safe harbors, to capital formation, is still in.
Bullish!
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@nic_carter They sure did! All the people supporting this missed the boat for what crypto was all about to begin with.
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🔥 The rumors are confirmed: The Clarity Act markup is set for the week of May 11.
This is the moment the "Wild West" era officially ends and the "Wall Street" era begins. By defining "mature blockchains" and drawing a hard line between the SEC and CFTC, this bill provides the legal air cover that every major pension fund and sovereign wealth fund has been waiting for.
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The final rewards text in the CLARITY Act is now public.
We’ve been clear throughout this process: much of this debate was based on imagined risks, not real evidence, nor was it based on a real understanding of how crypto actually works.
Nevertheless, the crypto industry showed up to engage. Through months of meetings, the @WhiteHouse, @USTreasury, @BankingGOP, @SenThomTillis and @Sen_Alsobrooks finally arrived at a compromise.
In the end, the banks were able to get more restrictions on rewards, but we protected what matters – the ability for Americans to earn rewards, based on real usage of crypto platforms and networks. We also ensured the US can be at the forefront of the financial system – which in this competitive geopolitical era is paramount.
That’s important for innovation, consumers and America's national security.
Now that this issue is behind us, it’s time to focus on the broader bill. While this debate has been underway, lots of progress has been made on other areas like token classification, defi, and tokenization. We’re excited to review the full, final text, and for the bill to move forward.
It’s time to get CLARITY done.
Brendan Pedersen@BrendanPedersen
SCOOP: Sens. Tillis and Alsobrooks have finalized a compromise on stablecoin yield. Punchbowl News has the text - bans rewards that are “economically or functionally equivalent” to deposit interest - balances *can* be used for rewards if companies clear the “equivalent” test
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Rewards text in CLARITY was publicized.
CCI has been clear that we disagree with assertions about deposit flight concerns from stablecoin adoption, and that additional restrictions on consumer incentives could risk U.S. leadership. The fact remains that the U.S. is currently behind in the global race with the majority of crypto activity happening elsewhere, not here.
CCI and our industry engaged in good faith on this issue from the beginning. The GENIUS Act was a compromise itself by prohibiting issuers from providing rewards to consumers. This language goes VERY FAR beyond that position by significantly extending the prohibition framework to all digital asset market participants.
But what is most important is that the U.S. has comprehensive market structure.
CCI recognizes that legislating is difficult. In fact, it gets even harder when you are at the end. As part of that, we recognize the significant work put in and time spent, and the leadership of @WhiteHouse, @USTreasury, @BankingGOP, @SenThomTillis, @Sen_Alsobrooks, and the many staffers.
The north star is to ensure that the U.S. can lead on crypto–this is the future. We respectfully ask Senate Banking to move to mark up. The time is now.
Brendan Pedersen@BrendanPedersen
SCOOP: Sens. Tillis and Alsobrooks have finalized a compromise on stablecoin yield. Punchbowl News has the text - bans rewards that are “economically or functionally equivalent” to deposit interest - balances *can* be used for rewards if companies clear the “equivalent” test
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📚A quick lesson in how district lines decide power📚
Is NJ really blue?
You tell me… you see the colors…
If you look town by town, a large portion of New Jersey leans red.
But a few densely populated blue cities swing the statewide results.
It’s not just about votes.
It’s about how those votes are grouped.
District lines can:
▪️Pack large numbers of Democrat voters into certain areas
▪️Split Republican-leaning towns across multiple districts
That makes the state look more consistently blue in representation than it actually is on the ground.
Why would Democrat leadership keep it this way?
Because whoever controls the map controls the outcomes.
If your voters are concentrated efficiently, you can win more seats with the same votes and keep power more consistently.
And that’s how NJ, like many “blue” states, has been captured.
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@patrickjwitt Garbage! No yield, no deal! Anyone who supports this is a crypto sell out.
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@iampaulgrewal Bye bye crypto. No yield, no deal. Go take a look at HOOD. COIN is next!
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After months in rooms at the WH and Senate, this much is clear: a lot of the public debate overstated the risks and ignored the substance. This outcome preserves activity-based rewards tied to real participation on crypto platforms and networks, which is what the bank lobby said they wanted.
We've long believed that this issue did not warrant legislative changes. But whatever-- we’re focused on getting a bill done and are satisifed that this language should not be the basis of any objection. Onward.
Faryar Shirzad 🛡️@faryarshirzad
The final rewards text in the CLARITY Act is now public. We’ve been clear throughout this process: much of this debate was based on imagined risks, not real evidence, nor was it based on a real understanding of how crypto actually works. Nevertheless, the crypto industry showed up to engage. Through months of meetings, the @WhiteHouse, @USTreasury, @BankingGOP, @SenThomTillis and @Sen_Alsobrooks finally arrived at a compromise. In the end, the banks were able to get more restrictions on rewards, but we protected what matters – the ability for Americans to earn rewards, based on real usage of crypto platforms and networks. We also ensured the US can be at the forefront of the financial system – which in this competitive geopolitical era is paramount. That’s important for innovation, consumers and America's national security. Now that this issue is behind us, it’s time to focus on the broader bill. While this debate has been underway, lots of progress has been made on other areas like token classification, defi, and tokenization. We’re excited to review the full, final text, and for the bill to move forward. It’s time to get CLARITY done.
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@brian_armstrong No yield, no deal. Seems like a big fat Loss if there is no yield.
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Mark it up
Faryar Shirzad 🛡️@faryarshirzad
The final rewards text in the CLARITY Act is now public. We’ve been clear throughout this process: much of this debate was based on imagined risks, not real evidence, nor was it based on a real understanding of how crypto actually works. Nevertheless, the crypto industry showed up to engage. Through months of meetings, the @WhiteHouse, @USTreasury, @BankingGOP, @SenThomTillis and @Sen_Alsobrooks finally arrived at a compromise. In the end, the banks were able to get more restrictions on rewards, but we protected what matters – the ability for Americans to earn rewards, based on real usage of crypto platforms and networks. We also ensured the US can be at the forefront of the financial system – which in this competitive geopolitical era is paramount. That’s important for innovation, consumers and America's national security. Now that this issue is behind us, it’s time to focus on the broader bill. While this debate has been underway, lots of progress has been made on other areas like token classification, defi, and tokenization. We’re excited to review the full, final text, and for the bill to move forward. It’s time to get CLARITY done.
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