The Wolf Of All Streets Bitcoin & Crypto Enter A "Critical Moment" As Wall Street Prepares For The Next Wave!
Jan 28, 2026
Noelle Acheson, macro and crypto analyst behind the 'Crypto Is Macro Now' newsletter. She breaks down a critical inflection point for Bitcoin and crypto amid regulatory fights, Wall Street positioning, and dollar dynamics. They cover tokenization tradeoffs, stablecoin merchant demand, institutional vaults, AI-driven asset management, and custody concerns in a rapidly evolving market.
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Deliberate Dollar Weakness Is Policy Not Accident
- The US intentionally targets a sustainably weaker dollar as part of policy to boost competitiveness and growth.
- A lower dollar supports gold and inflationary pressures, complicating the Fed's ability to lower rates.
Clarity Act Failure Means Adoption Must Prove Worth
- If the Clarity Act fails, the industry must prove real adoption or face regulatory rollback within a few years.
- Without clarity, the onus shifts to mainstream use of stablecoins, tokenization, and corporate adoption to become "too big to fail."
Don't Rush Flawed Crypto Legislation
- Scrutinize bills like the Clarity Act for clauses that could hinder future innovation, such as bans on exemptions or tokenization limits.
- Prefer delaying a bad bill until markup fixes harmful provisions rather than rushing flawed legislation.