The Wolf Of All Streets

Bitcoin Stalls At $90K Prior To Clarity Act Decision! What Comes Next?

9 snips
Jan 9, 2026
Allan Marshall, CEO of UPEXI and a key player in Solana's digital asset space, joins to discuss the current state of Bitcoin as it hovers around $90K, awaiting the Clarity Act decision. He reveals how institutional players are reshaping market dynamics, emphasizing the potential for tokenization to enhance demand. The conversation shifts to the impact of major firms like Morgan Stanley on crypto adoption and the challenges new digital treasury firms face. Allan also highlights optimistic targets for Solana in the coming years, suggesting a significant market reset ahead.
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INSIGHT

Clarity Act Is The Near-Term Market Catalyst

  • Bitcoin stalled at $90,000 while markets wait for clarity on the Clarity Act and related policy moves.
  • Scott Melker highlights the market viewing the January 15 markup and vote as a likely catalyst for crypto assets.
ANECDOTE

Co-Host Quits Crypto For AI

  • NLW told Scott Melker he no longer cares about crypto and is shifting to AI, illustrating investor sentiment shifts.
  • The hosts treat this as a notable example of people capitulating out of crypto during the downturn.
INSIGHT

Institutions Aren't Pausing Crypto Plans

  • John D'Agostino from Coinbase said large companies are not delaying crypto strategies despite the bear market.
  • Allan Marshall and Scott interpret institutional positioning as a rush to have a plan before the next bull market.
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