In this episode of Ahead of the Curve, we look at what CLARITY’s failure means for U.S. crypto regulation, why agency action can fill only part of the legislative gap, and how this week’s outcome fits with the broader convergence between crypto and traditional finance. We also cover the Federal Reserve’s 25-basis-point rate hike, Deutsche Bank’s planned digital-asset custody offering, and new legislative efforts around a U.S. Strategic Bitcoin Reserve and crypto taxation.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we look at why the current setup is very different from the leveraged conditions behind August’s record short squeeze, and why the bigger move may come after this week’s uncertainty clears.

We also examine unusually inactive on-chain conditions, the historical relationship between supply trading at a loss and major Bitcoin bottoms, subdued ETF flows, and why K33 Research continues to view the broader BTC setup as attractive.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we look at what the vote actually means, why failure would make passage in 2026 much harder, and how the U.S. regulatory landscape could still evolve through the SEC and CFTC even without legislation.

We also cover Hyperliquid’s intervention in the CME perpetual-futures lawsuit, Nasdaq’s $100 million investment in Kraken parent Payward, new research on the resources required for a potential future quantum attack, and Tether’s push into private credit through StableFund.

For more research and market insights, visit k33.com/research.

Bitcoin is back near $78,000, with leverage low, derivatives positioning cautious and trading activity cooling after the late-August breakout.

In this episode of Ahead of the Curve, we look at why BTC has become increasingly sensitive to U.S. rate expectations ahead of CPI and the FOMC, what the September 15 CLARITY Act vote could mean for volatility, and why Strategy may soon re-emerge as a meaningful source of Bitcoin demand.

We also examine the changing structure of crypto derivatives, including Hyperliquid’s rise to become the third-largest venue for BTC perpetual open interest and the growing role of traditional-finance perps on crypto exchanges.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we look at Coinbase and Hyperliquid’s push to bring equity perpetual futures into regulated U.S. markets, the CFTC’s fight with CME over crypto perps, and Robinhood Chain’s rapid growth in tokenized-stock activity.

We also explore what happens when stocks become 24/7 programmable assets, including the strange liquidity dynamics created when memecoins are paired directly with tokenized equities.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we look at why subdued leverage, neutral options positioning and the strongest monthly Bitcoin ETF inflows since November 2024 are all encouraging signals. We also cover Strategy’s return to BTC buying for the first time since June, and the increasingly important question of whether Bitcoin is starting to trade more like gold than a high-beta tech asset.

For more research and market insights, visit k33.com/research.

In this episode of This Week in Crypto, we look at how crypto is becoming more embedded in traditional financial infrastructure, what the first quantum-resistant Bitcoin transaction actually means, and why the risk of Strategy becoming a forced Bitcoin seller has fallen sharply as its dollar liquidity has grown to roughly $6.7 billion.

For more research and market insights, visit k33.com/research. 

In this episode of Ahead of the Curve, we break down the largest Bitcoin short squeeze on record, the sudden return of ETF and trading demand, the reset in leverage, and a notable bullish shift in options positioning. We also look at why Bitcoin’s extreme momentum may be less worrying than it appears, and why the current setup resembles previous breakouts from bear-market regimes.

For more research and market insights, visit k33.com/research.

We also look at the U.S. Treasury’s decision to double the size of long-dated bond buybacks, why markets interpreted the move as incrementally easier financial conditions, and the backdrop to Bitcoin’s rally from roughly $63,000 to above $79,000 during the week.

At the same time, leverage is building. In this episode of Ahead of the Curve, we look at why prolonged stability can ultimately create instability, what historically happened when Bitcoin became less volatile than the Nasdaq, why options markets are pricing in unusually little movement, and what the latest 13F filings reveal about who actually drove the record ETF outflows in Q2.

For more research and market insights, visit k33.com/research.

For social, I’d avoid “new episode out” language and go straight to the observation, as we’ve been doing.

In this episode of This Week in Crypto, we look at what that says about Bitcoin’s growing presence in public markets, why the BIP-110 fork failed to gain traction, what the Trezor customer data breach means for hardware wallet users, and why Tether’s first full financial audit is an important milestone.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we look at what prolonged consolidation is telling us about the balance between buyers and sellers, why leverage still matters despite the lack of activity, how Strategy is using Bitcoin to strengthen its balance sheet, and what could finally break the market out of its current range.

For more research and market insights, visit k33.com/research. 

In this episode of Ahead of the Curve, we examine why on-chain activity has surged following the Coldcard attacks, what Bitcoin’s weakening correlation with the Nasdaq tells us about the current market regime, why Strategy’s strengthened balance sheet reduces near-term systemic risk, and what increasingly compressed derivatives markets suggest about the next major move.

For more research and market insights, visit k33.com/research.

In this episode of This Week in Crypto, we explain what the Coldcard vulnerability means for users, why Coinbase’s results highlight the company’s changing business model, what the latest legal actions against Kalshi signal for prediction markets, and what the Federal Reserve’s latest decision could mean for crypto markets.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we discuss what the current lack of activity tells us about market sentiment, why Strategy continues to strengthen its balance sheet instead of adding to its Bitcoin holdings, what the shutdown of BitMEX says about the evolution of crypto markets, and why the upcoming Federal Reserve decision could become the catalyst investors have been waiting for.

For more research and market insights, visit k33.com/research.

In this episode of Ahead of the Curve, we look at why the recent stabilization in exchange-traded fund flows is an encouraging sign, why derivatives markets still point to limited conviction, how developments at Strategy continue to shape institutional sentiment, and why the upcoming central bank meetings may prove to be the next major catalyst for Bitcoin.

For more research and market insights, visit k33.com/research.

For more research and market insights, visit k33.com/research.

We also cover Binance’s MiCA licensing strategy in Europe, Franklin Templeton’s latest bitcoin ETF filing, and the broader regulatory developments shaping digital asset markets.

For more research and market insights, visit k33.com/research.

For more research and market insights, visit k33.com/research.

For more research and market insights, visit k33.com/research.

For more research and market insights, visit k33.com/research.