💡 Key Takeaways🔹 Crisis forces innovation faster than regulation🔹 National stablecoins emerge as sovereignty tools🔹 Compliance becomes competitive advantage🔹 Traditional finance racing to catch up8/8 ...

Core Insights - The infrastructure supporting crypto assets is crucial for institutional adoption, with a focus on a "picks and shovels" investment strategy that emphasizes owning supporting infrastructure rather than just cryptocurrencies [1] - Upcoming regulations, such as the U.S. Senate's digital asset market structure bill and the U.S. House's clarity act, are anticipated to create a bullish market environment if passed, reflecting investor optimism [2][3] - Institutional investment in crypto is still limited, but any significant allocation from major financial institutions could dramatically impact price discovery, highlighting the importance of regulatory clarity [4] Regulation and Market Structure - Regulation has evolved with the introduction of bitcoin ETFs and the GENIUS Act, which guarantees stablecoins against USD, indicating growing institutional confidence in crypto [3] - The current market is characterized by a search for significant events that could drive price discovery, with institutional investment seen as a key factor [4] Investment Strategies - A diversified crypto portfolio should include investments in infrastructure, exchanges, and energy sources, with a recommendation to allocate about 20% of the portfolio to crypto-related investments [9] - The focus should be on a few key cryptocurrencies, such as BTC and ETH, which represent the majority of holdings, while employing strategies that replicate income generation through wrapping [10][11] Access and Engagement - Understanding the various access models in crypto investing is essential, as they influence ownership, custody, execution, and risk [15][16] - Different investment strategies, such as delta-neutral, market-neutral, and long-short quantitative approaches, provide investors with options beyond simple buy-and-hold strategies [17][18][19] Recent Developments - Partnerships among companies like Visa, Stripe, and Fold to launch a bitcoin rewards credit card, along with the SEC's efforts to streamline crypto ETF applications, indicate a growing acceptance and integration of crypto in traditional finance [25]

💥 BREAKING:🇰🇷 South Korea’s ruling party forms a Digital Asset Task Force to regulate #crypto & stablecoins by year-endCould this spark massive adoption in Asia? 🌏 https://t.co/sYknrqWVpG ...

🇦🇺 NEW: Australia releases draft legislation to create new crypto products, bringing crypto companies under the same regulatory framework as traditional financial services. https://t.co/P2B24WW0co ...

Singapore’s regulator will issue advisory letters to five content creators who may have given financial advice without a license https://t.co/FuzEd72Yac ...

Australia will slap penalties of as much as 10% of annual turnover on digital asset platform operators that breach proposed rules, under long-awaited draft legislation released Thursday https://t.co/WatQvLd35u ...

And that worries regulators https://t.co/bhWbFtHNQg ...

Market Dynamics - Polymarket and Kalshi are pricing the same events with a 10-15% spread [1] - Polymarket has US traders using VPNs to influence prices [1] - Kalshi faces CFTC regulation, restricting some traders [1] Regulatory Impact - Regulatory differences create arbitrage opportunities between platforms [1] - An election outcome trades at 58 cents on Polymarket and 51 cents on Kalshi, highlighting the arbitrage due to regulation [1]

🚨 VIETNAM BRINGS CRYPTO UNDER OFFICIAL OVERSIGHT!Pilot exchanges to trade Bitcoin Ethereum and 50 tokens directly in Vietnamese dong and more 👇https://t.co/o10AYo0ar5 ...

So tonight, Jimmy Kimmel will return to ABC after being abruptly suspended last week by the network and its parent company Disney. But even though Kimmel is coming back, depending on where you live, you may not be able to watch it. And this is a some people have been asking me questions about this on all day on social media.Media groups like NextStar and Sinclair, two corporations that together own more than a quarter of the nation's ABC affiliate stations and were the first to pull Kimmel from their airwav ...