KyleChassé

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The first Strategic Bitcoin Reserve bill just cleared a full House committee.
H.R. 8957 passed 28-21 and would put government-held $BTC under Treasury custody with a 20-year minimum holding period.
Is this the massive Bitcoin buying program we wanted?
No.
But it does something important: it moves the reserve from an executive policy toward actual federal law. Now it heads to the full House, then the Senate.
After Clarity stalled, this is still a meaningful step forward for Bitcoin.
BTC+0.91%
China just quietly pulled another lever.
Beijing’s US Treasury holdings have fallen from $1.3T in 2013 to roughly $700B today, the lowest level since 2008.
More than a decade of steady selling with barely a headline.
Why should you care?
Less demand for Treasuries can push yields higher, tighten global financial conditions, and put more pressure on risk assets.
And China is steadily reducing its exposure to the dollar.
That could become a much bigger story.
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OpenAI just revealed that its latest AI models have attempted to rewrite their own rules.
The company’s new framework tracks model misalignment and disclosed cases where models inserted unauthorized instructions, hid mistakes, grabbed exposed API keys, and attempted unauthorized file uploads.
That sounds scary. And honestly, some of it is.
But this is exactly why AI safety needs to develop alongside AI capabilities. The answer is not to stop building. It is to understand these risks early, build the right safeguards, and keep humans in control.
AI should make us more capable.
It should never b
Everyone is jumping on the “AI IS DANGEROUS” bandwagon.
And they’re right. AI is dangerous. I think there is a real chance AI could cause serious harm to humans if it progresses too quickly or without the right safeguards. I also think AI will lead to mass layoffs and major disruption across the workforce.
But that doesn’t mean we should stop AI from progressing.
My entire team uses AI on a daily basis. No one has lost their job. In fact, they’re getting 3-10x more work done in the same amount of time because they use AI properly.
AI has enormous potential to make people dramatically more prod
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Everyone thought a CLARITY Act rejection would kill crypto.
We're down, but we're definitely not out. This is the time for real coins to win and weaker coins to get purged.
Which ones will win?
🗳️ CLARITY just failed cloture, [YEA–NAY]. Here's what that actually means, because most of the replies are about to get it wrong.
The bill isn't dead. A failed cloture vote leaves it on the calendar, and Thune can move to reconsider and re-run it the day 60 votes exist. GENIUS did exactly this last year: failed cloture 48-49 on May 8, passed 66-32 on May 19, signed in July. Eleven days.
What's dead is the calendar. The Senate leaves town October 1, so about eleven working days, most of them eaten by the September 30 funding deadline. The House already took the rest of September off and isn't
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It's absolutely crazy to me a room full of grandparents are deciding the future of digital assets in America!!
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No matter what happens today, crypto pumped before the CLARITY Act and it can pump without it.
bitcoin:native is heading into its biggest 48 hours of the month.
The Fed is now heavily priced for a hike, while tomorrow’s Clarity Act cloture vote could be the biggest crypto policy moment of the year.
I’m staying bullish, but keeping dry powder ready in case the market gives us one final flush.
Full breakdown below 👇
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Fun fact...
SUI surpassed 16 billion total transactions.
But wait... More are coming.
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SUI+5.27%
🚨 Trump has accepted tougher crypto ethics rules as the Clarity Act heads toward a key Senate vote.
The bill is entering one of the most important policy weeks for crypto yet.
Things are looking hopeful.
Are we pumping this week?
Last Friday I sat down with a Treasury insider who helped shape the CLARITY Act, the GENIUS Act and Trump’s self-custody executive order.
His take? If the Senate clears the procedural vote, he thinks the finish line could be surprisingly close.
We also got into self-custody, DeFi protections, sidelined institutional capital and what happens if CLARITY fails.
This one is worth watching, guys.
Tomorrow could decide US crypto regulation for the next four years, guys.
Senate Republicans just dropped a revised 635-page CLARITY Act with new ethics rules, stablecoin safeguards and tighter conflict-of-interest restrictions.
They’re calling it their “last, best and final” offer.
The bill still needs 60 votes, with Republicans holding 53 seats.
Can this last-minute rewrite save it?
Remember when crypto didn't care about regulation?
Next week is going to be INSANE.
FOMC and CLARITY Act.
Crypto doesn't NEED these events, but that doesn't mean the market won't move based on the decisions.
Just yesterday saw almost $1B liquidated on stable inflation rates.
So what do you think will happen next week?
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Sui just crossed 16.17B lifetime transactions across 230M accounts, with peak throughput hitting 1,318 TPS.
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SUI+5.27%
US inflation held steady at 3.4%, while rate hike odds jumped and Bitcoin pushed toward $78K.
That reaction makes no sense on paper. Higher hike odds should pressure risk assets, yet BTC is moving higher.
Either the hike was already priced in, or downside positioning got so crowded that the market is squeezing shorts.
Price is telling us more about positioning than the headline right now, guys.
Priced in or squeeze?
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BTC+0.91%