Weekly Options Newsletter: 02.08.2026 – 08.08.2026
The CLARITY Act Just Missed Its Window. Now What? The Senate entered its summer recess on August 7 without holding a floor vote on the CLARITY Act — a miss that Polymarket priced immediately at 28% odds of 2026 passage, down from 82% in February. Over $600 million in crypto was liquidated in the 24 […]
Weekly Options Newsletter: 26.07.2026 – 01.08.2026
July’s Secret Winners, a 9-3 Fed Vote That Scared Nobody, and Eight Days Left to Save the CLARITY Act Crypto quietly won July. Bitcoin gained 9% and Ethereum 20% — the strongest monthly returns of any major asset class — while chip stocks fell 22% and the Nasdaq 100 slid 9%. Almost nobody noticed, because […]
Weekly Options Newsletter: 19.07.2026 – 25.07.2026
15 Days Left, a New CLARITY Draft, and the Tether Mega-Merger Just Collapsed The week that may define U.S. crypto regulation for the next decade arrived on Wednesday. Senate Republicans released the updated CLARITY Act text — 15 days before August recess closes the window — with a negotiated ethics package, Blockchain Regulatory Certainty Act […]
Weekly Options Newsletter: 05.07.2026 – 11.07.2026
Bitcoin Is Up 9% Since June Ended, ETF Outflows Just Snapped, and MiCA’s First Full Week of Enforcement Has Already Claimed 2 Million French Users July arrived and delivered on its historical promise. Bitcoin is up roughly 9% since the end of June, ETF outflows snapped after a record 10-day losing streak with $221.7 million […]
Weekly Options Newsletter: 28.06.2026 – 04.07.2026
MiCA Day Has Arrived, Binance Is Out of Europe, and Bitcoin Just Had Its First Real Bounce of the Selloff July 1 arrived and delivered exactly what it promised: the world’s largest crypto exchange suspended services for its EU users, ESMA issued formal wind-down orders to the 75–83% of previously registered firms that never obtained […]
Weekly Options Newsletter: 14.06.2026 – 20.06.2026
MiCA’s Final 11 Days: 83% of EU Crypto Firms Are Unlicensed, Binance Is on the Brink, and the Market Is Still Digesting Warsh’s Hawkish Opening The MiCA grandfathering deadline is now 11 days away — and the data is stark. Only 210 of the 1,200-plus firms that held pre-MiCA national registrations have converted to full […]
Weekly Options Newsletter: 07.06.2026 – 13.06.2026
$62,000, Warsh’s First Dot Plot, BlackRock’s Covered-Call Bitcoin ETF, and MiCA’s 18-Day Countdown Bitcoin fell from above $80,000 to below $62,000 as four pressures converged: a hawkish Warsh dot plot that confirmed zero rate cuts for 2026, a jobs report that gave the Fed no reason to ease, a 13-day ETF outflow streak that removed […]
Weekly Options Newsletter: 31.05.2026 – 06.06.2026
$4.21 Billion Out the Door, MiCA’s Hard Deadline Is 25 Days Away, and DTCC Just Put Wall Street on a Public Blockchain Bitcoin fell to $66,650 — its lowest level since February — as three consecutive weeks of ETF outflows totalling $4.21 billion overwhelmed the structural bid that had held $72,000 through May. The MiCA […]
Weekly Options Newsletter: 24.05.2026 – 30.05.2026
Europe Just Opened MiCA for Surgery, Bitcoin Bled $1.3 Billion from ETFs, and Hyperliquid Broke Its Own Record While Nobody Was Watching On May 20, the European Commission launched a formal public consultation to reassess MiCA — the world’s most comprehensive crypto regulatory framework — less than 18 months after its full implementation. DeFi, stablecoin […]
Weekly Options Newsletter: 17.05.2026 – 23.05.2026
The CLARITY Act Cleared Committee, Mark Cuban Sold His Bitcoin, and a $6.25 Billion Expiry Is Nine Days Away The week that crypto legislation watchers have been circling on the calendar for six months arrived — and delivered. The CLARITY Act cleared the Senate Banking Committee 15-9 on May 14, sending the most consequential piece […]