Market Forces Driving All of Crypto:

• BTC ETFs now manage $179.5 Billion: $3.7 billion inflows into crypto investment products last week (the second largest weekly total on record, and the highest so far in 2025).
  • Bitcoin ETFs alone pulled in $2.7 billion
  • Ethereum ETFs also added another $990 million in second place
  • Additional shoutout:
    • BlackRock’s iShares Bitcoin Trust (IBIT) now has nearly $90 billion in assets. 24 months ago they had $0 in there. This market is moving fast.
• 🌕 Bitcoin Spikes from $100K to $120K in only 3 weeks: This price action is fairly typical of crypto hype, but is this time different? The driving forces behind this particular upswing seem.... fundamental.
• 'Crypto Week' Federal policies: Read below to find out the details so you're up to date on the three Crypto Acts.

[ACT 1] 🪙 GENIUS Act

This bill already passed the Senate last month (68–30). Now it’s heading to the House for a final vote on Thursday morning. Stablecoins are important to sustained Dollar dominance in the eyes of many (and, in my eyes) because it enables faster, more efficient spread of Dollars across the globe. Stablecoins generate a somewhat 'guaranteed' demand for Treasuries. How? If Circle issues $100 of USDC, then it also must purchase $100 in high-grade US treasures (or equivalents).

Circle holds roughly $60 Billion of assets to back the $63 billion it issued in USDC Stablecoins.

• Circle’s $61.9 billion total reserve figure includes both Treasuries and cash.
  • At least ~$10 to 11 billion is held in direct Treasury securities.
  • Another ~$19 billion is tied up in overnight Treasury repos, still short-term government-backed debt.
  • The rest (~$30 billion) is held in cash equivalents, ensuring liquidity
• All of those financial instruments are somehow correlated tightly to treasury credit. Great for USA. Stablecoins. This Act ensures Stablecoins are backed by real money (reserves). Require audits and public disclosures to protect Stablecoin holders, and issuers.

How big are Stablecoins today? $230 Billion

Total Stablecoin market capitalization sits at around $230 billion. With the passing of Genius Act, we will...see more growth? I'd assume so given US Government approval.

But now we open up a big risk! What if governments issue Stablecoins directly, then they'll control everything and ruin Bitcoins ethos? (so they say)

Glad you asked... read below...

[ACT 2] 🪙 CBDC Act

This is a second debate we'll be hearing this week on the floor. This Act ensures that digital financial systems do not compromise individual freedoms or privacy due to excessive government oversight ("anti-surveillance" the bill calls it). Essentially, this makes it so the Federal Reserve can't issue a digital currency directly. I'm assuming David Sacks (Crypto Czar) pushed hard for this one, he's been advising great policies so far. Following the lead of Rep. Tom Emmer (Chair of Crypto Caucus).

• Prohibiting Direct CBDC Issuance: This Act prevents the Federal Reserve from creating a CBDC that could facilitate government surveillance of citizens' financial transactions.

We'll dive deeper on Weds during our Livestream with Republic (leading crowdfund platform).

As amazing as those above two Act's are, the third one is the real heart of what the Crypto market is all about. And, it's the major thing that's been holding us back.

[ACT 3] 🪙 CLARITY Act

The debate of "commodities vs. securities" has gone on endlessly for a decade now. On podcasts (shoutout All In, Bankless, and many others). That debate ends now.

Crypto companies will finally know who they report to, the SEC or the CFTC, because there's clear definition of what counts as a security (like a stock) vs. a commodity (like Bitcoin or gold or copper or natural gas).

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• The CLARITY Act gives legal definitions, so token creators and platforms know which rules to follow.

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The CFTC will likely end up handling Bitcoin and Ether (hilarious they handle Bitcoin... and farms). And the SEC will oversee token sales, things of that nature. It's going to be so helpful to find out what is what, who is who, where is why, and why is up. There we go, who it is, which way and how? If you understood that, then you understood the last 7 years of Crypto regulations. Absolute jibberish. Thankfully, the Genius Act will get passed, and we'll have true clarity.

Will all three pass this week?

From piecing together online articles, it seems the House vote was delayed from Tuesday until Weds at 6 PM. You tell me if I'm wrong. I'm assuming we will see GENIUS Act voted on Weds evening, approved hopfully by Thurs AM. Then we'll see votes on the other 2.

In an alternate scenaro, and also the rumor mill, we will see all the 3 Acts pushed together and voted for at once. Either scenario is beneficial to Crypto, Dollar, and all those insane fanatics that took a bet on BTC, ETH, SOL, XRP, and the many others out there back when it was non-consensus. Bitcoin has become a consensus investment on Wall Street. I repeat.. Bitcoin, has become, consensus.

A third accepted rumor from Politico, 'House is expected to vote Wednesday on a sweeping cryptocurrency market structure overhaul before taking up the Senate’s stablecoin legislation Thursday, according to three congressional aides with knowledge of the schedule who were granted anonymity to discuss unannounced plans.'

So, in short, yes. I think all three will get votes by Friday. I think GENIUS Act gets approved by House, I think the other two are anyones game. But I really, really, really hope they're approved. I hope USA becomes the Crypto capital of the world, and we bring our A+ game for both Crypto, and, AI.

Our Livestream Guest, Tomorrow:

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