Trading CLARITY, Bitcoin Bottom Signal, Are Vaults Securities & The Onchain Revival
Crypto’s regulatory window is closing, but is the market already finding its floor?
This week, Ryan and Marc join Luke to weigh fading CLARITY Act odds and surprise upside trades against broader signs that crypto may be approaching its cyclical low.
They also unpack SEC scrutiny of DeFi vaults, Aave versus Morpho, Bitcoin’s multi-year bottom signal, and why Fake World Assets could revive onchain experimentation. Enjoy!
TIMESTAMPS:
00:00 Intro
02:46 Can The CLARITY Act Pass?
06:31 Trading A CLARITY Upside Surprise
16:08 Are DeFi Vaults Securities?
21:04 Aave Versus Morpho
26:31 Has Bitcoin…
The skinny
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