Nouriel Roubini has co-authored a whitepaper for USAFi, a tokenized ERC-20 security he frames as the first 'Technodollar' instrument. The pivot confirms elite macro consensus has accepted fiat's structural decay. What they built to replace it is not sound money.
The Federal Reserve's proposed 'payment account' would let legally eligible fintechs settle directly through the Fed. Congress is now debating the access terms, the moral hazard, and who actually qualifies, and the comment clock is running.
Sen. Steve Daines says the Senate Finance Committee has a crypto tax framework ready and could hold a markup by fall 2026, the clearest timeline signal yet from the upper chamber's tax-writing shop. The framework's contents remain undisclosed.
A Bitcoin Policy Institute fellow projects sovereign nations will dominate Bitcoin mining by 2036 by monetizing stranded power. The Bhutan data already challenges that thesis.
Catholic leaders and four major law enforcement associations oppose the CLARITY Act's BRCA provision. The bill that would have kept Samourai's developers free needs a floor vote by August or it dies.
Arthur Hayes argues the $1.5 trillion AI capex debt wave absorbed the entire U.S. M2 expansion since November 2022, explaining Bitcoin's underperformance. His thesis: when the bubble cracks, the rescue print has nowhere to go but Bitcoin.
Trump cancelled the signing ceremony for the 21st Century ROAD to Housing Act, which includes a four-year ban on a Federal Reserve CBDC, demanding Congress pass the SAVE America Act first. The elections bill has no viable Senate path, and the Clarity Act's window is shrinking.
The CLARITY Act is one Senate floor vote from becoming law. Buried in its conforming amendments is a provision that could force corporate Bitcoin treasury companies into CFTC commodity-pool registration, a regulatory tripwire Latham & Watkins flagged nearly a year ago that has received almost no
CME Group filed a federal complaint against the CFTC on June 18, arguing that Bitcoin perpetual futures are legally swaps under Dodd-Frank and that Chair Michael Selig's one-day approval of Kalshi's BTCPERP contract was arbitrary, procedurally unlawful, and reversed five prior enforcement positions
Bitcoin holders who acquired coins more than five years ago have cut their smoothed selling pace to 962 BTC, a 19-month low, even as spot price sits almost exactly at their maximum estimated acquisition cost of ~$63,200.
Oman's MTCIT launched OmanHash on June 17, 2026, a mandatory state-backed Bitcoin mining pool that all licensed miners must use. The contractor behind it already runs Kazakhstan's government pool. The sovereign mining playbook is now a product being sold to resource-rich states.
CryptoQuant head of research Julio Moreno says Strategy's perpetual accumulation model has hit a structural wall: $1.2B in annual dividend obligations, a 38% cash reserve decline, and $10.6B in underwater BTC positions.
Bank of America reversed its Fed forecast within a single week, now calling for three consecutive 25bp hikes in September, October, and December 2026. The within-a-week flip is more revealing than the hike count itself.
The DOE issued a conditional $17.5B loan commitment on June 23 to finance long-lead equipment for 10 Westinghouse AP1000 reactors across five paired projects, targeting construction start by 2030 and operations around 2035.