Regulatory Momentum, Geopolitical Volatility, and AI Productivity

Discussed in today's video:

OCC Proposal Increases Odds of Clarity Act Passage: The OCC released proposed rules to implement the GENIUS Act, taking a restrictive stance on stablecoin yield pass-through that aligns with the banking lobby and current Clarity Act language. While subject to a 60-day comment period, the proposal reduces regulatory uncertainty and likely increases the probability that the Clarity Act advances this year. Crypto Demonstrates Relative Resilience Amid Geopolitical...

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