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GM legends! ☕️ Buckle up because today is looking explosive. 🚀

Trump is calling for a massive 15% US GDP growth under his Fed nominee Kevin Warsh, setting a hyper-bullish tone for the economy. But the real action is in D.C. - the White House just announced an emergency meeting on the Bitcoin & Crypto Market Structure Bill taking place today. 🏛️ With regulation back on the table, expect heavy volatility and a wild trading session ahead!

P.S. Did you know? 🤯 Exactly 15 years ago today, $BTC ( ▼ 2.51% ) hit $1 for the very first time. If only we had a time machine...

Here’s what we got for you today:

Last week felt like checking the weather for a beach trip and seeing a hurricane warning instead.

The sell-offs were brutal, and your portfolio likely felt the pain. But looking at the charts this morning, the bleeding appears to have stopped. The big question now is: Is it safe to step back in, or is this a trap?

We’re heading into a rare convergence of macro data, earnings, and politics that could decide where crypto goes next. CPI drops. $COIN ( ▼ 2.83% ) and $HOOD ( ▼ 1.11% ) step up with earnings. And quietly, Washington is discussing a stablecoin issue that could unlock (or delay) real institutional money. 👇

Fam, grab your popcorn because the most important cage match of 2026 is happening right now in Washington D.C. 🥊

Today (Feb 10), the White House is hosting a high-stakes summit between Wall Street heavyweights (JPMorgan, Bank of America) and top Crypto executives. The mission? To save the CLARITY Act - the massive market structure bill that is currently stuck in legislative purgatory.

1/ Who gets to pay yield?

The CLARITY Act is deadlocked for one main reason: Stablecoin Yields.

The Banks' argument: TradFi is terrified. They pay you 0.1% on your savings account. Stablecoins (like $USDC ( ▼ 0.09% )/ $USDT ( ▼ 0.02% )) can pass on 3-5% yields from treasury reserves. Banks argue that if crypto platforms are allowed to pay interest, trillions in deposits will flee the banking system to on-chain wallets. They call it a "systemic risk" (read: risk to their profits).

The Crypto argument: Coinbase and Circle argue that banning yield is anti-competitive. Yield is crucial for DeFi liquidity and user adoption. If the U.S. bans it, innovation just moves offshore.

2/ 🥶 Fed Gov Waller: "Progress has stalled"

The pressure is real. Fed Governor Christopher Waller just dropped a bombshell, admitting that the CLARITY Act has "stalled" because of this fight. He also highlighted the battle over "Skinny Master Accounts" — a proposal to let crypto firms access Fed payment rails directly.

Banks hate this because it breaks their monopoly on the payment system. If crypto gets direct Fed access + high yields, the traditional "checking account" becomes obsolete.

3/ 📉 Bullish or Bearish?

Make no mistake, if they don't shake hands today, the consequences are ugly:

The Bear Case (Delay): If no deal is reached, the bill likely gets pushed past the Nov 2026 midterms. That means years of regulatory uncertainty, enforcement actions by the SEC, and capital flight. The "US Crypto Winter" gets longer.

The Bull Case (Compromise): If they agree on a framework (e.g., capping yields or defining "rewards" vs. "interest"), the Senate pushes the bill forward. We get legal clarity, $XRP ( ▼ 3.81% ) gets a status definition, and institutions finally feel safe to enter.

🧠 Why this timing matters

Traditional banks realize they cannot compete with the efficiency of programmable money. Their business model relies on paying you zero interest while they farm yields on your deposits. Stablecoins break that "closed-loop" system.

I am watching the outcome of this meeting like a hawk. If the White House forces a compromise, it’s a massive green light for the industry. But if the banks win and "yield" gets banned in the US? We might see a short-term dump as the market prices in a "neutered" US crypto sector.

Stay liquid, and don't fight the Fed (or the lobby).

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This one is wild and it matters more than it looks at first glance.

Binance ($BNB ( ▼ 1.95% )) is now sitting on ~87% of all $USD1 ( 0.0% ) in circulation - about $4.7B out of $5.4B total supply. USD1 is the stablecoin issued by World Liberty Financial, a Trump-linked crypto venture. That level of concentration is unheard of for a top-tier stablecoin and instantly raises eyebrows across TradFi and crypto.

1/ What’s actually going on?

Let’s connect the dots:

Is this a "Quid Pro Quo"? 🤨 Binance says it’s standard business. Trump’s team calls it "shelf space" like selling goods at Walmart. But let’s be real, you don't hold 87% of a project's supply just to be nice. This looks like a strategic alliance.

2/ The Offshore loophole

Here is the ironic part: Binance is banned in the USA. Because of their settlement with the Treasury, Binance cannot serve US customers. This means the vast majority of that $4.7B backing the US President’s project is likely held by foreign entities.

We know MGX (a UAE state-backed fund) used $2 Billion worth of USD1 to invest in Binance earlier this year. So, foreign capital is effectively propping up the liquidity for Trump's DeFi play.

3/ Why people are nervous

When one exchange holds this much supply, systemic risk goes up:

Even independent researchers are calling it unusual, though not surprising given the incentives.

If $USD1 ( 0.0% ) wants to be taken seriously long-term, it needs: Broader distribution, less reliance on Binance incentives, and cleaner separation from political narratives

As long as CZ and Trump are friendly, USD1 is safe. But in crypto, friends can become enemies very fast…

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⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.