Washington and Wall Street are moving toward crypto at the same time. That rarely happens.

A revised crypto bill heads to a Senate vote Tuesday with bipartisan backing.

Meanwhile, corporate treasuries keep stacking digital assets like it's a race.

And the AI boom just hit a speed bump that sent ripples into tech markets.

Today's newsletter connects the regulatory, institutional, and infrastructure dots.

Senate Republicans rework the Clarity Act with Democratic concessions ahead of Tuesday vote

Trump agreed to a stricter ethics package tied to the Clarity Act, per AP.

Senate Republicans added Democratic concessions to secure enough votes for Tuesday's cloture.

The bill would create the first comprehensive federal framework for digital asset regulation.

If it clears this hurdle, crypto finally gets legal guardrails instead of regulation by enforcement.

Get the full story →

Markets

Crypto catches a bid as AI trade stumbles on safety fears

Anthropic CEO Dario Amodei called for slower frontier AI development over the weekend.

Sam Altman and Elon Musk backed the caution, triggering a selloff in AI and tech stocks.

Capital rotated into crypto as regulatory optimism around the Clarity Act lifted sentiment.

BTC climbed near $78K, ETH held above $2,500, SOL traded around $102, and XRP rose past $1.39.

Keep reading →

Bitmine adds $68M in ETH as it closes in on 5% Ethereum target

Bitmine scooped up 27,180 ETH last week at roughly $2,500 per token.

The purchase brings the company's total holdings to nearly 5.96 million ETH.

One firm controlling that much of a network's supply tends to get other investors' attention.

Read the full breakdown →

Strategy leaves Bitcoin holdings unchanged as STRC buybacks reach $139M

Michael Saylor's Strategy repurchased $139M of its preferred stock while sitting on 845,050 BTC.

The company chose to shore up its capital structure rather than add more Bitcoin.

For a firm synonymous with buying Bitcoin, deploying cash elsewhere signals a shift in priorities.

Read the full breakdown →

Rumble gains 15% on reported $14B Anthropic deal

Video platform Rumble locked in a $14B compute contract with AI lab Anthropic.

The deal centers on Rumble's Maysville data center providing infrastructure for AI workloads.

It's a sharp pivot that reframes Rumble as an AI infrastructure play, not just a media company.

Read the full breakdown →

On Our Radar

Digital wallets level up: Crypto and traditional e-wallets transform gaming payments overnight.*

Nvidia's new best friend: JPMorgan thinks IREN stock has 48% room to run.

Crypto data gets the establishment stamp: Kaiko raises $110M in Series B.

_*sponsored

ICYMI

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Meme of the Day

That’s a wrap.

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