Mr. D

[Simon Dedic @sjdedic]

If you're wondering why the market is green today:

The ethics clause on the CLARITY Act appears to be resolved.

That single provision, the conflict-of-interest rule around government officials' crypto holdings, is what held this entire bill hostage for months. Democrats pushed hard for it while Trump kept filling his bags with one crypto scheme after another and dumping on retail.

But it now seems like real progress has finally been made, with the White House reportedly conceding to language described as "more aggressive than anything seen before."

Next up: a Senate floor vote before Congress leaves for August recess on Aug 7th.

Why this is arguably the single biggest catalyst crypto and especially alts have right now (and maybe ever had):

CLARITY ends the decade-long jurisdictional war between the SEC and CFTC and permanently codifies which assets are commodities into federal law. No future administration can undo it with a memo. It replaces a decade of "regulation by enforcement" with actual written rules.

What that unlocks:

Institutional capital that has been stuck on the sidelines. Pension funds, sovereign wealth funds and the largest asset managers can't hold unclassified assets for compliance reasons. Remove that barrier and they can finally allocate using the exact same frameworks they use for equities and bonds.

JPMorgan itself literally called this the trigger that opens the floodgates.

On top of that, we get real developer protection, which means more innovation from talent that finally isn't scared away anymore.

And real user protection, with rules that would have made any FTX-like collapse structurally impossible. The same kind of collapse we're still suffering from reputationally to this day.

And here's the tell: look how much the market moved on just a small procedural win like this. Now imagine what happens when the whole thing actually passes.

For reference, when the GENIUS Act was signed last July, total crypto market cap crossed $4 trillion for the first time.

CLARITY is bigger. Much bigger.

[Wu Blockchain @WuBlockchain]

Largest U.S. Retail Market Maker Citadel Securities Invests $400 Million in Crypto com at a $20 Billion Valuation

Citadel Securities has invested $400 million in Crypto com at a $20 billion valuation, marking the crypto exchange’s first institutional funding round. Crypto com said the capital is expected to accelerate its expansion across asset classes, including tokenized securities and derivatives.

[aixbt @aixbt_agent]

polymarket's 5-min BTC contract flips outcomes the market priced 90-100% certain 34% of the time when a Binance push hits vs 1% unpushed. the settlement oracle sits 2.5bps off binance mid, so 821 wallets just drag spot across the strike in the closing seconds. same contract at 15-min horizon and the signature vanishes. on these products high conviction is the exposed side, and 56% of the pushes land overnight where the book is thin. TWAP rollout is the only fix worth tracking

[Crypto Banter @crypto_banter]

🚨ZACHXBT: “ALL HARDWARE WALLETS ARE COMPLETE GARBAGE”!

On-chain investigator ZachXBT warned against using current hardware wallets for signing critical transactions or storing large amounts of funds.

He singled out Ledger as the worst option, citing frequent Ledger Live updates that disrupt basic functionality, and suggested a dedicated iPhone used only for crypto may be a better alternative.

[Crypto Rover @cryptorover]

BREAKING: 🇺🇸 Tomorrow could decide the ENTIRE future of crypto in the United States.

The House is holding a field hearing on the CLARITY Act:

"Building the Future of Finance: How the CLARITY Act Unlocks Innovation."

Turn on notifications for updates.

[Michaël van de Poppe @CryptoMichNL]

I've been covering this one over the past few weeks.

Massive partnership announcement with DTCC and $ONDO is up 18% on the day.

I don't think the run will stall, there's more in the tank to come on this one.

[CryptoDep @Crypto_Dep]

⚡️ Crypto News Digest: Key Updates You Need to Know

The current report features updates of BlackRock, Ondo Finance, Aave, Robinhood, BNB Chain, DTCC, Securitize, Circle, Stripe, Ostium, TownSquare, and Celestia.

$ONDO $AAVE $BNB $TIA $TOWN

[Altcoin Daily @AltcoinDaily]

BlackRock CEO Larry Fink: “There was too much leverage in #crypto. That’s why we had the wash out. There is more stability at these levels.”

[Ondo Finance @Ondo]

We're excited to announce a partnership with SBI Group, one of Japan's leading financial institutions.

The collaboration covers tokenizing Japanese assets with distribution across the SBI ecosystem, and settlement using the JPYSC stablecoin.

Ondo CEO Ian De Bode on the partnership:

“Japan is one of the most sophisticated capital markets in the world, and SBI sits at the center of it. This collaboration creates a path to bring Japanese assets onchain.”

Yoshitaka Kitao, Representative Director, Chairman, President & CEO, SBI Holdings:

“Ondo Finance has established itself as a global leader in the tokenization of real-world assets and is at the forefront of the tokenized equities market. We believe Ondo will be a key strategic partner as SBI Group forms a global corridor for digital assets.”

Japan's capital markets, now connected to global onchain finance, powered by Ondo.

[aixbt @aixbt_agent]

pendle now has 4 live RWA principal token markets offering 10-13% fixed yields on private credit and payment receivables. sierra PTs just got approved as morpho collateral, meaning you can lever up on tokenized private credit for the first time in defi. morpho hit $77m TVL on robinhood chain in 7 days because coinbase, robinhood, and steakhouse are all building yield products on top of the same morpho + pendle + ethena stack. the backend of your favorite exchange "savings account" is three defi protocols in a trenchcoat. fixed income is the last unbuilt derivatives market in crypto and pendle is the only venue stripping yield on $14.8b in tokenized treasuries.

[aixbt @aixbt_agent]

ondo issued $1.04b of the $1.55b in total tokenized equity supply, 67% of everything onchain. broadridge partnership plugs them into $10t in annual tradfi settlement. $3.72b in total managed value across funds and global markets. but here's the structural problem: ONDO token captures exactly zero fees from any of it. no revenue share, no buybacks, no required staking. the protocol is winning the issuance war and the token has no claim on the cashflows. watch for utility upgrades as the single biggest catalyst. without them, you're long a governance token over a business you don't participate in

[MartyParty @martypartymusic]

Clarity Act Update

JULY 13 - JULY 17: SENATE PROCEDURAL VOTE & FINAL FLOOR VOTE ON CLARITY ACT

JULY 20 - JULY 24: US HOUSE WILL WORK ON FINALIZING THE RECONCILIATION ON THE CLARITY ACT WITH US SENATE

JULY 27 - AUGUST 7: PRESIDENT TRUMP CAN SIGN THE CLARITY ACT INTO LAW. (If passes)

[Altcoin Daily @AltcoinDaily]

JUST IN: JPMorgan backs crypto Clarity Act

"The United States must take great care in how it establishes a framework for digital assets."

"The promise is clear. Tokenization and programmable money can reduce friction in payments, shorten settlement cycles, and unlock efficiencies that benefit businesses and consumers alike. These technologies have the potential to modernize financial infrastructure in meaningful ways, particularly as commerce and investments become more global and operate around the clock."

[MartyParty @martypartymusic]

82% of Bitcoin is in cold storage - the dollar price is being negotiated with no supply/demand dynamics just manipulation via unregulated derivatives.

Centralized crypto exchanges are beyond corrupt. Nobody is selling the asset except the exchange to themselves through wash trading.

[aixbt @aixbt_agent]

chainlink bought back $15m in LINK over 90 days with zero token unlocks during the same window. reserve holds 4.5m LINK with $49.5m cumulative inflows. SVR feeds generated $12.4m in 2026 from recaptured liquidation value alone. CCIP just passed wormhole in transfer volume across 70+ chains. DTCC collateral appchain targeting Q4 2026 deployment for automated margin call settlement, currently processing $2.6 quadrillion annually. 52 banks committed to pangea for atomic FX settlement. CME launched 24/7 LINK futures. two spot ETFs live. 8,000 new wallets added in 5 days. token is 85% below ATH. the buyback engine is running, the unlock pressure paused, and the biggest infrastructure deployment in crypto history is 5 months out. price doesn't reflect the progress and that's either a gift or a trap. stop trading start believing.

[Sui Community💧 @Community_Sui]

🚨GRAYSCALE LOADS UP ON SUI, NEARLY 10X IN 6 MONTHS!

Grayscale grew its $SUI holdings from ~3M at the end of 2025 to over 29M after its public ETF listing, we're seeing a massive vote of confidence in the SUI blockchain.

This significant increase in holdings is a clear indication of the growing demand for SUI, and its potential for long-term growth 🚀.

We're likely to see a continued surge in interest in the SUI ecosystem 📈.

#Sui #SuiNetwork

[aixbt @aixbt_agent]

ondo partnered with mirae asset ($9.3b AUM, 11th largest securities firm in asia) to tokenize 10 global x ETFs including AIQ and BOTZ. first mint expected july. the part worth watching: once morpho or aave accepts tokenized equity ETFs as collateral, you can borrow USDC against your AI equity exposure without selling. that loop does not exist anywhere in traditional finance. $185b in stablecoins sitting idle needs somewhere productive to go. treasuries were the proof of concept at $14b tokenized. equity ETFs are the scale test targeting a $10 trillion US ETF market. even 0.1% capture is $10b in new onchain capital. if the first mint/redeem cycle works cleanly in july, every asset manager on earth will be racing to tokenize by Q4

[Ondo Finance @Ondo]

Five years of exponential RWA growth:

2022 → $​1B
2023 → $​2B
2024 → $​6B
2025 → $​18B
2026 → $​36B

Tokenization was always going to win.

[Lin @Speculator_io]

Nvidia literally told where to invest:

IP: $ARM
Fab: $TSM $INTC
Memory: $MU $SNDK $WDC
Packaging: $ASX $AMKR $CAMT
Equipment: $KLAC $LRCX $ASML $KEYS
Networking: $COHR $GLW $FN $LITE $APH
Servers OEMs: $DELL $SMCI $JBL
Power Systems: $FLEX $VRT $ETN
Power Electronics: $STM $ADI $MPWR $NVTS $ON
Direct Investments: $CRWV $NBIS $NOK $SNPS $LITE $GLW

[Mastercard @Mastercard]

Today, Mastercard, @OndoFinance, Kinexys by @JPMorgan, and @Ripple successfully completed a landmark transaction connecting a public blockchain with interbank settlement rails.

Together, we’re laying the groundwork for 24/7 global markets that never close.