by Michael
Key TakeawaysArthur Hayes frames the AI buildout as a credit bust, not a dot-com repeat.Bitcoin may chop between $60,000 and $70,000, with downside to $50,000.He expects AI capex growth to decelerate in 2027, with the slowdown becoming apparent by 2028. What Hayes...
by Michael
Key TakeawaysPolymarket prices the CLARITY Act at 21% to become law by Dec. 31.Galaxy Research previously cut its 2026 passage estimate from 50% to 30%.The Senate filed a cloture motion Aug. 8 without holding a floor vote. Why Is the CLARITY Act Priced at 21%?...
by Michael
Key TakeawaysRwa.xyz shows tokenized RWAs hit $38.17B on Aug. 9, just $1.83B shy of $40B.Circle USYC leads tokenized Treasuries at $3B as the sector reaches $16.21B.Tether Gold leads commodities as RWA holders climb 56.18% to 1.7M. Tokenized RWAs Push Deeper Into...
by Michael
Key TakeawaysBIP-110’s minority chain stalled after 2 blocks under Bitcoin’s 127.48 trillion difficulty.Luke Dashjr weighed new PoW options after BIP-110 miner support stayed near 0%-2.6%.Bitcoin Knots has no PoW switch scheduled as BIP-110 backers debate how to...
by Michael
Key TakeawaysSenate delays CLARITY Act vote to September, raising odds crypto rules stall through Trump’s term.Bitcoin Red Team found 4,962 flaws, pushing 390 projects toward AI-driven security audits.Circle hit $701M Q2 revenue; Arc may boost USDC share as prediction... Translate »