CLARITY Heads for a Senate Test | Ahead of the Curve

CLARITY Heads for a Senate Test | Ahead of the Curve

The CLARITY Act is approaching its first major Senate test, with a procedural vote scheduled for September 15. A revised 630-page draft is now on the table, but the central dispute over ethics provisions remains unresolved and Democratic support still appears lacking.

In this episode of Ahead of the Curve, we look at what the vote actually means, why failure would make passage in 2026 much harder, and how the U.S. regulatory landscape could still evolve through the SEC and CFTC even without legislation.

We also cover Hyperliquid’s intervention in the CME perpetual-futures lawsuit, Nasdaq’s $100 million investment in Kraken parent Payward, new research on the resources required for a potential future quantum attack, and Tether’s push into private credit through StableFund.

For more research and market insights, visit k33.com/research.

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Episoder(27)

Bitget Hack and Institutional Crypto Conviction | This Week in Crypto

Bitget Hack and Institutional Crypto Conviction | This Week in Crypto

Bitget’s roughly $352 million security breach raises questions about exchange security as new interviews offer a closer look at institutional crypto investors. In this episode, we cover the exchange’s...

25 Sep 7min

Capital Returns as Bitcoin Breaks Out | Ahead of the Curve

Capital Returns as Bitcoin Breaks Out | Ahead of the Curve

Bitcoin has finally broken out of weeks of consolidation, climbing to its highest levels since January and making the first major higher high of the current drawdown.In this episode of Ahead of the Cu...

22 Sep 11min

CLARITY Fails, but Crypto Regulation Keeps Moving | Ahead of the Curve

CLARITY Fails, but Crypto Regulation Keeps Moving | Ahead of the Curve

The CLARITY Act failed its first major Senate test, with the cloture motion rejected 49–50. But the regulatory story did not stop there. Within days, the SEC introduced a temporary framework for certa...

18 Sep 11min

Bitcoin Is Positioned for a Positive Surprise | Ahead of the Curve

Bitcoin Is Positioned for a Positive Surprise | Ahead of the Curve

Bitcoin enters a potentially decisive week with the market already positioned for the adverse outcomes: another U.S. rate hike and failure of the CLARITY Act. At the same time, leverage remains restra...

15 Sep 9min

Low Leverage, Big Catalysts Ahead | Ahead of the Curve

Low Leverage, Big Catalysts Ahead | Ahead of the Curve

DescriptionBitcoin is back near $78,000, with leverage low, derivatives positioning cautious and trading activity cooling after the late-August breakout.In this episode of Ahead of the Curve, we look ...

8 Sep 10min

When Stocks Meet Crypto Market Structure | Ahead of the Curve

When Stocks Meet Crypto Market Structure | Ahead of the Curve

Crypto market structure is starting to spill into traditional finance.In this episode of Ahead of the Curve, we look at Coinbase and Hyperliquid’s push to bring equity perpetual futures into regulated...

4 Sep 9min

Bitcoin Holds the Breakout | Ahead of the Curve

Bitcoin Holds the Breakout | Ahead of the Curve

Bitcoin has spent the week consolidating after its 23% breakout, but the underlying market structure still looks healthy.In this episode of Ahead of the Curve, we look at why subdued leverage, neutral...

1 Sep 8min

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