The Breakdown Crypto Sprint in DC Signals Big Shifts Ahead
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Aug 6, 2025 Washington is alive with crypto developments, hinting at potential shifts in regulations. The CFTC's new initiatives and Hester Peirce's advocacy for privacy are pivotal. ETF outflows and macroeconomic pressures cast shadows over Bitcoin's future. Meanwhile, Project Crypto at the SEC may redefine how digital assets fit within traditional finance. The discussions highlight a dynamic landscape filled with power struggles and transformative changes in the crypto world.
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Bitcoin ETF Outflows Are Rational
- Bitcoin's recent outflows may simply be rational profit-taking amid a 15-week positive flow streak.
- Traditional finance behaviors are now influencing Bitcoin as it becomes a mainstream investable asset.
AI Boosts GDP Amid Labor Struggles
- AI infrastructure spending is propping up GDP despite labor market struggles.
- This creates a macro environment where capital markets thrive even as workers face hardships.
Fed Cuts Could Boost Bitcoin
- The Fed is likely to cut rates in September, lowering borrowing costs especially for AI investments.
- This setup could make Bitcoin benefit either from inflation or risk-on market conditions this year-end.