美财政部发布稳定币规则草案，60天公众评议期开启

Look, I think broadly it's positive for Bitcoin specifically.

Big news today for crypto that affects you if you hold Bitcoin.

Bitcoin is the largest asset in crypto and it generally benefits when the administration is focused on making crypto a hospitable place. And I think Justin the United States Treasury Department unveils proposed genius act stablecoin rules opening a 60-day public comment period in a direct quote from Treasury Secretary Scott Bessent, "Treasury is moving quickly to implement that framework." Adding that the rules aim to strengthen the dollar and keep America the crypto capital of the world.

It has started. The United States has begun. We understand that the genius act, the stablecoin bill, got passed into law in the middle of last year. The Treasury was sort of waiting for the Clarity Act to also pass to make these rules more congruent with what Congress wants. But with the passing of the Clarity Act now uncertain, the US Treasury is plowing ahead. The genius act framework set by the Treasury is set to take effect January 18th, 2027 with the Treasury now accepting public comments for 60 days.

This is very good for stablecoin growth, especially Ethereum which has 48% dominance. Also Solana. I won't say Tron because that's not really in the US. That's outside of the US. So good for Ethereum, good for Solana. With stablecoin growth expected to go from around 300 billion today over a trillion, actually over 2 trillion. That would be an over 6x in network activity alone for ETH and Solana starting in January of 2027.

Secretary of the Treasury Scott Bessent put out a direct call to action on his X saying the US Treasury welcomes input from stakeholders as we work to provide the regulatory certainty businesses need to innovate and grow in America, cement the role of the US dollar as the world's reserve currency, and keep America the crypto capital of the world.

And again, the the US has to lead here. We are the technological leader in the world. We should be the payments leader in the world.

So, while the US Treasury has begun, they are boosting the stablecoin market to commence in January of '27, President Trump again attempts to boost the Clarity Act as he schedules a White House crypto summit this Wednesday.

The president reportedly expected to attend a meeting with several top crypto executives at the White House this week. The meeting comes as that Clarity Act does remain stuck in the Senate with the odds of the sweeping crypto regulation passing this year beginning to dwindle.

So, if you hold crypto, this will affect you and the details we know thus far are: Trump is hosting the White House crypto meeting Wednesday alongside the CFTC chair, Mike Selig, and SEC chair, Paul Atkins, to me suggesting that the White House probably isn't going to wait anymore for Congress, and they will pass regulation that was supposed to be in the legislation of the Clarity Act with or without Congress. They will implement rules.

Bitwise CIO, Matt Hogan, explains on CNBC.

You know, we haven't seen a formal agenda, but we can look at the attendee list and make some inferences. When I look at who's attending, it's a lot from the crypto exchange side. It's a lot from the traditional exchange side, folks like the CME, ICE, the DTCC. I think topic number one is actually going to be tokenization. As you know, there's this huge change in how we trade everything. We're going from 9:30 to 4:00 to 24/7.

We're going from calendar futures to perpetual futures. I think we're going to talk about this mega trend of tokenization and making sure we have the rules in place for investors to do well and for America to lead on innovation.

And of course, most anything positive for crypto will will positive for Bitcoin, the market mover, but what about altcoins? Which altcoins may this be positive for as well?

Broadly, it's positive for Bitcoin specifically. Bitcoin is the largest asset in crypto, and it generally benefits when the administration is focused on making crypto a hospitable place. And I think having this meeting with leaders, with the president there, is an indication of a continued commitment to crypto. So, that is good for Bitcoin. The bigger winners from this are the key winners. I think are actually the DeFi apps, things like Uniswap, Aave, maybe Hyperliquid, even Oracles like Chainlink.

The reason for that is those apps are priced today like they're serving the crypto market, which is a $2 trillion market. This kind of meeting says those apps are actually going to serve the equity market, that's a $150 trillion market, or the bond market, that's a $200 trillion market. So, I think investors going to have to upsize their total addressable market for those things.

That makes sense to me that DeFi protocols, coins specifically, will do well in the coming years. The main reason being is that once you have stable coins, if the stable coin market is only getting bigger, what do you want to do with stable coins other than transact? What's the main other thing to do? And the answer is to get yield off your dollars, get yield off your stable coins, which is exactly what Aave does. Which is exactly what Uniswap is.

It's a one of the main DeFi name brand protocols. Also, exactly what Chainlink will help allow, interoperability between the chains. It makes sense. The minute I get new information that affects you and me as crypto holders, I will make a video, I will let you know. Be sure to click subscribe for a daily video keeping you informed, and also follow us on X. That's where where get the latest information, the most recent, up-to-date information on X linked down below.

And in Ethereum news, Tom Lee's Bitmain now owns 4.8% of the Ethereum supply after their latest ETH purchase. So, the crypto treasury company just bought another 9,926 ETH, extending their buying history, which started in June of 2025. And of course, another way to say that headline would be Bitmain nears 5% of the Ethereum supply despite being 8.4 billion dollars in unrealized profit. So, they're buying, but as they buy, Ethereum price doesn't go up or dips lower.

Now, the biggest thing Ethereum or Tom Lee has going for it once the market turns around, and of course, for them, the sooner the better. But if you believe Ethereum, which has the most stable coins, is not going away, in fact, it's only going to become more relevant, Ethereum as the activity in the network at least six X's as the stable coin market at least six X's, then you know that they're more than 5 million staked Ethereum is projected to generate 287 million dollars in annual rewards at these prices.

If Ethereum eventually returns to all-time highs, that's near, not quite, but near a billion dollars in annual revenue if you believe in ETH. The question is, can they get past the bear market? If this is an extended bear market, can they survive? We see what Michael Saylor is having to do to get through the bear. He has to sell near the lows. And as of today, the news today is this. Michael Saylor pauses Bitcoin accumulation as strategy shifts focus to liquidity and preferred equity.

So, essentially, what was just announced today, no change in their Bitcoin holdings again this week. They're not buying Bitcoin as strategy boosts their dollar reserves, so gets more in their dollar treasury and bought back more STRC last week. How did Michael Saylor get this money? How was he able to add to his dollar reserves? Well, the company raised over 333 million dollars via selling their common stock, MSTR. If you hold common stock, what are your thoughts right now?

Michael Saylor actually did a Q&A this morning, I believe, as a part of his earnings call and had to take a question from a frustrated MSTR holder who just confronted Michael Saylor.

We have a question from Rob. He said, "I have three children and I invested 73,000 each into MSTR believing in the long-term potential. Today that 73,00

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