KyleChassé

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Is this proof that crypto is fine without the CLARITY Act?
Over $220B added to crypto since then.
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China is replacing Nvidia faster than most people realize.
Huawei’s Ascend chips could capture roughly 60% of China’s AI chip market this year, while some analysts see domestic firms reaching 90% of the high-end market in 2026.
ByteDance alone is reportedly planning ~$5.7B in Huawei chip orders.
The bigger story?
China is building its own AI stack from chips to software to models.
If that stack becomes good enough, the world could end up with two competing AI ecosystems instead of one dominant standard.
That means the AI chip war isn't just about Nvidia's China business. It could reshape how t
NVDA+1.23%
CLARITY didn't die this week, guys.
It just stopped being about drafting.
"This stopped being a drafting problem. It's a referendum on the President's crypto holdings six weeks before an election, and the text as written can't survive that."
49-50. That's how close we came.
I did a whole story with @Cointelegraph .
Full story linked below.
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Crypto moves faster than bureaucracy.
And the people deciding the fate of crypto barely understand how email works.
We need to do better.
While people like Warren try to break us down, people like Lummis try to keep things moving.
We need more people like Lummis.
But who?
Crypto moves faster than bureaucracy.
And the people e deciding the fate of crypto barely understand how email works.
We need to do better.
While people like Warren try to break us down, people like Lummis try to keep things moving.
We need more peoe like Lummis.
But who?
AI is taking over the internet.
Every single blue dot in this random 10,000 website sample has shown signs of being created by AI.
Of this sample 10% is almost definitely made using AI.
AI is over 50% of the internet traffic.
As agents become better, more and more people will use it.
We already know that the people making AI is afraid of it.
Are you?
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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+4.02%
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
BTC+4.02%
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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 👇
BTC+4.02%
Fun fact...
SUI surpassed 16 billion total transactions.
But wait... More are coming.
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SUI+6.55%
🚨 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?