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 Found Its Bottom?

39:49 Inside Fake World Assets

54:29 The Onchain Revival