Catholic leaders and four major law enforcement associations oppose the CLARITY Act's BRCA provision. The bill that would have kept Samourai's developers free needs a floor vote by August or it dies.
Arthur Hayes argues the $1.5 trillion AI capex debt wave absorbed the entire U.S. M2 expansion since November 2022, explaining Bitcoin's underperformance. His thesis: when the bubble cracks, the rescue print has nowhere to go but Bitcoin.
Trump cancelled the signing ceremony for the 21st Century ROAD to Housing Act, which includes a four-year ban on a Federal Reserve CBDC, demanding Congress pass the SAVE America Act first. The elections bill has no viable Senate path, and the Clarity Act's window is shrinking.
The CLARITY Act is one Senate floor vote from becoming law. Buried in its conforming amendments is a provision that could force corporate Bitcoin treasury companies into CFTC commodity-pool registration, a regulatory tripwire Latham & Watkins flagged nearly a year ago that has received almost no
CME Group filed a federal complaint against the CFTC on June 18, arguing that Bitcoin perpetual futures are legally swaps under Dodd-Frank and that Chair Michael Selig's one-day approval of Kalshi's BTCPERP contract was arbitrary, procedurally unlawful, and reversed five prior enforcement positions
Bitcoin holders who acquired coins more than five years ago have cut their smoothed selling pace to 962 BTC, a 19-month low, even as spot price sits almost exactly at their maximum estimated acquisition cost of ~$63,200.
Oman's MTCIT launched OmanHash on June 17, 2026, a mandatory state-backed Bitcoin mining pool that all licensed miners must use. The contractor behind it already runs Kazakhstan's government pool. The sovereign mining playbook is now a product being sold to resource-rich states.
CryptoQuant head of research Julio Moreno says Strategy's perpetual accumulation model has hit a structural wall: $1.2B in annual dividend obligations, a 38% cash reserve decline, and $10.6B in underwater BTC positions.
Bank of America reversed its Fed forecast within a single week, now calling for three consecutive 25bp hikes in September, October, and December 2026. The within-a-week flip is more revealing than the hike count itself.
The DOE issued a conditional $17.5B loan commitment on June 23 to finance long-lead equipment for 10 Westinghouse AP1000 reactors across five paired projects, targeting construction start by 2030 and operations around 2035.
H100 Group shareholders voted June 23 in Stockholm to authorize the all-stock acquisition of two Norwegian bitcoin treasury companies, a deal that would lift holdings from 1,051 BTC to approximately 3,500 BTC and rank H100 second among Europe's listed bitcoin treasury companies.
The Senate voted 50-48 to direct Trump to stand down on Iran, the first war powers resolution to clear both chambers since 1973. Bitcoin has held its 200-week moving average through four months of active war and Strait of Hormuz disruption.
LM Funding America announced June 23 it is pivoting its 26 MW of Bitcoin mining infrastructure in Oklahoma and Mississippi toward AI and high-performance computing, ordering initial GPU hardware and marketing up to 10 MW for co-location customers.
The Senate passed the 21st Century ROAD to Housing Act 85-5 on June 22, burying a four-year Federal Reserve CBDC ban inside it. The House votes next. Then Trump's desk. The permissionless carve-out is real. The 2030 sunset is the problem.
By Marty Bent
Austin, TX
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By Marty Bent
Austin, TX
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