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Crypto reacts first to geopolitical shifts
“I feel like this particular cycle has been very different than in the past cycles of every time we have a world political situation or the economy situation moving in. We have seen crypto going down. But right now, we are in a sort of a cease file... the first impact is on crypto market as soon as the oil prices went down or expected to go down.”
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Ethereum recently outperformed Bitcoin during relief
“Eth, picking Eth actually has outperformed in last forty eight hours with around 6.7 to 7%, then Bitcoin jump, which is great because as you know, I won't call myself eat maxi, but I'm a big eat believer. Said that, I feel like this particular cycle has been very different than in the past cycles.”
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Prediction markets face major insider trading
“I am like, this is not the first time I feel like PolyMarkets has been PolyMarkets has been highlighting that there are multiple times when it comes to Trump administration, from his VP pick to then going into this genius act, to, like, multiple things, like, exactly before, doing the first missile into Iran, etcetera etcetera. We have been seeing this so called insider trading.”
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Institutional ETF inflows returned after withdrawals
“But I don't know how much of this is institutional waiting that they're putting money aside and let's bring in so much on ETF, which we saw, like, a huge amount of money coming into ETFs. I just really don't know how much was it wait and watch versus, oh, this is this is an asset we have to go in sort of a thing.”
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Stablecoin yield remains a legislative hurdle
“And if the Clarity Act passes without allowing yield-bearing stablecoins, has the banking lobby won? Kavita Gupta, founder and general partner at Delta Blockchain Fund, sits down with Steven Ehrlich to work through a week of whipsawing markets, fragile geopolitics, and structural shifts that could define where crypto goes from here.”
PASS CLARITY ACT
All podcast episode summaries matching PASS CLARITY ACT — aggregated across every podcast we track.
“My primary concern when I saw the news break was that this is going to put this potential legislation in protracted debate now about the things that we all have worried would be the killers of this bill, including now really having a case to box Trump in on an ethics clause in this thing. I am concerned it's gonna give the opportunity for people who don't wanna see crypto adoption to kill this bill.”
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WLFI lending loop traps DeFi protocol liquidity
“The other people, I don't think, were aware that the pool is, you know, 93% collateralized, but effectively by one entity. This is about the fact that that the entire DeFi ecosystem has enormous issues that are undisclosed to people who participate in it. And this is going to be meat to the lions on the regulatory side because it is exactly the sort of thing that good regulators care about.”
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Regulatory void enables undisclosed DeFi risks
“These problems happen because of a lack of regulation. You know? Not all regulation is bad. A lot of it is. A lot of regulation is written by the companies to create motes and competitive weapons for them, but basic disclosure sort of rules are good. And without clarity, this is exactly the sort of thing that would happen.”
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WLFI drama threatens the Clarity Act passage
“My primary concern when I saw the news break was that this is going to put this potential legislation in protracted debate now about the things that we all have worried would be the killers of this bill, including now really having a case to box Trump in on an ethics clause in this thing. I am concerned it's gonna give the opportunity for people who don't wanna see crypto adoption to kill this bill.”
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Gensler potentially weaponized meme coins against alts
“I actually think that him opening the door to allow people to invest in meme coins was intentional to try to, you know, kinda push out, you know, the shit to basically collapse the altcoin market in the end. I actually think that that was intentional. They issued guidance that says meme coins are not securities. He did help the alt industry, you know, kind of self-emulate.”
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Code provides transparency without government intervention
“You can go into the code, and you can actually see what they can do and what they can't do. You can see if they want to, they can issue a trillion coins. And you know if you're invested in that, you are investing that. What we're talking about now is the balance of how much do we want to allow people to buy what they wanna buy.”
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