The stablecoin yield dispute has become the real blocker in the Senate’s crypto market structure bill.
Wall Street bankers are pushing to ban any yield or reward linked to payment stablecoins, while the crypto side wants to preserve activity-based incentives that don’t resemble bank deposits.
A recent White House meeting failed to bridge the gap, leaving the bill’s future in question. #TRUMP #cryptonews
BlackRock just did the math. 1% allocation in Asia = $2 TRILLION into crypto.
At Consensus Hong Kong, BlackRock’s APAC iShares head said: Asia holds ~$108 TRILLION in household wealth. If just 1% flows into crypto portfolios… That’s nearly $2T in inflows.
For context: That’s ~60% of the current total crypto market cap. And IBIT (BlackRock’s BTC ETF) already holds $53B. Regulators in Hong Kong, Japan, and South Korea are moving toward broader crypto ETF access. It doesn’t take mass adoption. It takes a small allocation shift.
If Asia moves 1%… What happens to BTC price? Drop your realistic target 👇
Big players are moving quietly 👀 Jump Trading is taking stakes in Kalshi & Polymarket Not by buying… but by providing liquidity 🤝 Prediction markets are growing fast. Smart money is positioning early. 👉 Adoption or manipulation?
New DOJ files reveal Jeffrey Epstein invested $3M in Coinbase in 2014 through a USVI shell company.
• Emails show a Coinbase co-founder discussed meeting him • Blockchain Capital later bought half his stake for ~$15M • Epstein made 8-figure gains before his arrest Coinbase says he had no control — but the money was there. Crypto has always been about freedom… but also about who gets in early.
For years, Layer-2s marketed themselves as “Ethereum itself.” Now that’s changing.
After Vitalik Buterin questioned whether Ethereum still needs a rollup-centric roadmap, L2 leaders are flipping the narrative: 👉 L2s are not Ethereum — they’re independent platforms.
Why this matters 👇 • Ethereum L1 is getting faster & cheaper • Scaling alone is no longer enough • Rollups must offer real utility, not just lower fees 🔍 Big players respond: • Arbitrum: “A close ally, but not Ethereum” • Base: L2s must be more than “Ethereum but cheaper” • Polygon: Focus shifts to real-world payments • Optimism: L2s = standalone services, Ethereum = settlement layer
💡 The takeaway: This isn’t the end of L2s — it’s their identity reset. Ethereum scales. Rollups specialize. The ecosystem matures.
Wall Street bank Citi says crypto markets are approaching key inflection levels after weeks of pressure.
What’s weighing on prices 👇 • Long liquidations still hitting futures markets • Strong sensitivity to equities & geopolitics • ETF inflows slowing, removing a major demand driver • Delays in U.S. crypto market structure regulation
📊 Key levels: Bitcoin dipped to ~$73K and is still below the average ETF entry price of ~$81,600, meaning many ETF holders are currently underwater. Citi highlights an important psychological zone: 🔑 $70,000 — BTC’s pre-U.S. election level This level matters because the current U.S. administration has openly supported digital assets. Holding or losing it could shape near-term sentiment.
🧠 Big takeaway: Bitcoin still trades more like a risk asset, not “digital gold.” While gold rallies on uncertainty, BTC remains tied to liquidity, regulation clarity, and macro conditions.
📌 Citi’s view: A deep crypto winter is not the base case, but the next move depends heavily on regulation progress and macro liquidity. Markets are quiet — but tension is building.