Consensus Miami 2025 Kicks Off: Lawmakers, DOJ on Crypto Policy
Day one pairs macro, regulation, and TradFi-onchain themes in a single tent: DOJ enforcement, a tax-reform bill, and a CFTC chair publicly outlining his agency's crypto remit.
Macro events that move crypto — central bank rate decisions, inflation prints, banking stress, and global risk shifts.
Day one pairs macro, regulation, and TradFi-onchain themes in a single tent: DOJ enforcement, a tax-reform bill, and a CFTC chair publicly outlining his agency's crypto remit.
The split from equities is the real story: a safe-haven bid layered on a rate-cut path that's still open, even as Middle East tensions push oil and yields higher.
The crypto exchange isn't just buying a transfer agent — it's wiring 3,000 public companies, including Berkshire Hathaway and Moody's, onto a 24/7 tokenized settlement rail backed by stablecoins.
The raise lands as VC dollars migrate toward AI — but a16z is betting that quiet cycles build the durable infrastructure crypto is now running on.
Barclays, JPMorgan and other major brokerages have walked back rate-cut calls as energy-driven inflation sticks — yet spot BTC ETFs keep drawing inflows and price keeps grinding higher.
The macro setup that breaks Bitcoin's hard-money thesis isn't war itself — it's the bond market refusing to give the Fed room to cut, with $671B of new Treasury supply queued behind it.
BTC just broke $81K for the first time since January — the same week oil held above $100 and US consumer inflation expectations surged, a combination that historically hammered crypto.
The bank already issues its own spot Bitcoin ETP — now the strategy head is publicly framing BTC as a standard sleeve inside diversified portfolios, a posture that pulls wirehouse advisors toward the…
Saylor frames Bitcoin as the absorbing asset for private-credit liquidity now searching for a home — the same supply-shock thesis he has been running on since the first Strategy buy.
Back frames sovereign accumulation as the same arc as encryption and the internet — early adopters prove the tech, then states arrive. The read matters for how holders price political endorsement.
Tokyo's listing review and Moscow's first dedicated crypto tax code land the same week, while Colombia's largest pension fund opens a Bitcoin book via BlackRock's IBIT.
A 9-day ETF inflow streak snapped with $313M in outflows, Strategy kept buying — but a heavy macro week has the market leaning defensive into the Fed.
The Fed's fourth consecutive hold triggered $537M in liquidations as Bitcoin dropped below $76K and Ethereum fell 3.7%, with the Fear & Greed Index slipping to 29.
A reported $55.5 billion takeover bid by GameStop for eBay has drawn attention to the retailer's recently disclosed…
Circle and Coinbase led a broad rally in crypto-linked equities as the Clarity Act moved forward in Washington, with…
The Depository Trust & Clearing Corporation moves tokenized equities, ETFs and Treasuries onto existing market plumbing — a quiet but structural step toward making blockchain rails the back office of…
Chris Perkins argues the $2.7T crypto market has already proven it can grow and attract institutional capital without a federal framework — even as Senate delays push the bill's path further.
Amy Oldenburg's allocation guidance is the headline, but her caveat on bank balance-sheet adoption is the second-order read: Basel, Fed rules, and jurisdictional friction keep the timeline longer…
The Strategy chairman frames the next leg as a liquidity story: even a small slice of the $3.5T private credit market reallocating into digital credit could overwhelm available BTC supply.
A growing body of analysis suggests Bitcoin miners are on a trajectory to generate more revenue from AI-related…