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CRYPTO WEEK:Â JULY 14TH-18TH RECAP
It used to be a speculative position owning crypto, but 2025 has changed the narrative. It is far riskier having zero exposure to crypto than it is to allocate even a tiny bit of your portfolio/networth to it. This is the realization in the boardroom of major companies that has led to the institutional supercycle we're in right now, and last week reinforced that fact!
If you’ve been hearing a buzz about "Crypto Week" but have no idea what happened, I’ve got you covered with a simple rundown of what went down last week.
GENIUS ACT:
I have written an entire post on this before, it was signed into law by President Trump on July 18, 2025, it’s the first major U.S. crypto legislation.
The GENIUS ACT establishes a federal framework for stablecoins; it requires issuers to hold equivalent reserves and disclose reserve compositions monthly, aiming to enhance transparency and safety. This is poised to grow the stablecoin market from $263B (2025) to $1.6T-$4T by 2030
CLARITY ACT:
This bill passed with 294-134 votes, it basically draws a clear line so crypto companies know the rules and don’t get sued left and right, reducing regulatory uncertainty. What does the SEC regulate? What does the CTFC regulate? We won't be confused anymore. The CLARITY ACT is off to the senate now for further consideration.
Anti-CBDC ACT:
This one barely passed (219–210 votes), but it's still huge! I am always big on privacy and this is a step in the right direction. This ACT bans the Federal Reserve from launching a digital dollar (CBDC) that could let the government snoop on your spending. Its not law yet though, it still needs senate approval.
Spot Ethereum ETF Inflows Reach Record Levels:
Wall street loves a good beta play, and Ethereum is the go to for those that couldn't hop on Bitcoin as early as Micro Strategy. No surprise here that Spot Ethereum Exchange-Traded Funds (ETFs) in the U.S. recorded approximately $720 million in inflows last week. And as at today 23rd July, they have consistently had more net inflows than BTC ETFs for the past few days.
Crypto Might Show Up in Your 401(k):
Reports came in last week that Trump is reportedly prepping an executive order to let cryptocurrencies into 401(k) plans. A 401(k) is a retirement savings plan offered by many U.S. employers, which they use to invest in the money markets. It's huge because it could open up a $9 trillion market, wealth managers and retirement funds can now invest in cryptocurrencies, such as Bitcoin, Ethereum, and XRP once regulatory barriers are removed.
Parting wisdom, the regulatory landscape has never been better, and I can't imagine how high things can go considering the amount of tradfi liquidity that can potentially be captured. Ever increasing pressure for Powell to resign and/or cut interest rates, which is good for crypto. In as much as many say its all a bubble, the giants of finance are telling investors something. Position accordingly 3 replies
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