Monetary Policy

The Quiet End of Bitcoin-Only Institutional Crypto

This week puts two events on the calendar that trading desks have been circling for a month. On September 15, the Senate holds a cloture vote on the Digital Asset Market Clarity Act, the bill that would finally split securities and commodities oversight of digital assets between the SEC and CFTC.

4 days ago5 min read

Bitcoin at a Fed Crossroads: How the September 16 Rate Decision Reshapes the Allocation Case

As the Federal Reserve weighs its first rate increase since resuming a tightening bias, a record day of institutional ETF buying is testing whether Bitcoin's ownership structure has begun to change how the asset absorbs monetary pressure.

Sep 613 min read

Regulators vs. Your Wallet: How the CLARITY Act Splits SEC/CFTC Authority and Impacts Investors

The bill that promised to finally answer what a digital asset legally is just missed its own deadline. Here's what it changes anyway, and why it stalled.

Jul 2610 min read

The Chair Is Empty. The Question Is What Fills It.

The Fed chair transition and the legislative environment around digital assets are not parallel stories. They are converging ones. A Fed chair who is openly comfortable with Bitcoin as an asset class and opposed to a retail CBDC is arriving at precisely the moment when Congress is attempting to pass the most consequential digital asset legislation in US history. That convergence is structurally significant in ways that go well beyond any short-term price narrative.

May 177 min read

The SEC Finally Drew the Line. Here's What It Means.

— The Decade-Long Question Gets an Answer

Mar 228 min read

A fractured metallic globe suspended in darkness, partially illuminated. One side of the globe reflects traditional financial symbols — U.S. Treasury bonds, classical bank architecture, faint dollar engravings. The other side transitions into glowing digital infrastructure — blockchain nodes, circuit-like patterns, flowing data lines, subtle Bitcoin and stablecoin iconography embedded into the surface (not dominant, integrated organically).

War, Debt, and the Next Monetary Order

— How conflict, sovereign debt, and digital rails are reshaping global monetary architecture

Mar 117 min read

Powell's Jackson Hole Signal

Sep 10, 2025 11:00 UTC – A Catalyst for Crypto's Next Bull Run? Federal Reserve Chairman's dovish pivot could accelerate decentralized finance adoption as traditional monetary policy shows its limitations. The Paradigm Shift Begins On August 22, 2025, at the Jackson Hole Economic Symposium, Federal Reserve Chairman Jerome Powell delivered what many now view as his most dovish speech in years. Markets reacted instantly, stocks surged on his signal that interest rate cuts coul

Dec 21, 20253 min read

The Genius act

Aug 13, 2025 12:00 UTC – Senate’s Big Bet on Blockchain and What It Means for You Picture this: the U.S. Senate, usually a place where debates move slower than a dial-up modem, just hit the gas on blockchain innovation. On July 18, 2025, President Trump signed the Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act into law, a landmark move that’s got crypto enthusiasts and businesses buzzing. Passed with a bipartisan 68-30 vote in the Senate on Jun

Dec 21, 20254 min read