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Crypto Macro RWA

Weekly Editor’s Picks: Crypto, AI, and Policy Highlights

This week’s curated insights cover Arthur Hayes’ bullish outlook on ENA, Bitcoin’s valuation bottom signals, and the rise of Robinhood Chain. Key regulatory developments include the stalled CLARITY Act and SEC’s own rulemaking, while AI and storage narratives shift in US stocks. Notable milestones include Hyperliquid’s new corporate action capabilities and Bitcoin’s BIP-110 hard fork proposal.

Original source

AI take

The throughline here is divergence: bullish calls on individual tokens and valuation-bottom signals sit alongside stalled legislation and the SEC choosing its own rulemaking path, meaning crypto's near-term direction is being set more by protocol-level engineering than by Washington. The BIP-110 hard fork proposal and Hyperliquid's corporate-action functionality are the structural items worth watching, since they change what the networks can actually do. Whether the CLARITY Act's stall continues to push activity toward agency rulemaking is the open question.

Generated by AI for reference only.

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