CLARITY Failed, Many Stablecoins Debate, Circle Launches Arc & Meta's AI Edge | Weekly Roundup

CLARITY failed, but SEC and CFTC action could still accelerate onchain markets.

This week, we cover what's next for crypto regulation, debate the many-stablecoin thesis, and dig into Circle launching Arc and the S&P’s push into crypto data and security.

We also discuss broken venture markets, Meta’s AI advantage, and Polymarket’s executive hiring spree. Enjoy!

TIMESTAMPS:

00:00 Intro

03:50 Corporate Stablecoin Debate

13:03 Why The CLARITY Act Failed

16:58 The SEC Opens Tokenized Markets

22:43 Who Wins Tokenized Markets?

29:06 S&P Moves Deeper Into Crypto

37:40 Can Circle Make Arc Work?

46:14 Can AI Startups Survive Meta?