The failure of the CLARITY Act shifts focus to agency-led crypto regulation, potentially delaying comprehensive legislative solutions.

The post Treasury, SEC, CFTC to address crypto regulation gaps after CLARITY Act fails appeared first on Crypto Briefing.

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Bitcoin Magazine

Parker Lewis: Bitcoin Will Settle 100% of Global Payments

Parker Lewis says Bitcoin will settle 100% of global payments, and that the credit system pushing people toward it is straining under a $107 trillion debt stack. The Gradually, Then Suddenly author joins Grace Remington and Sean Hagan to explain why the 2023 bank failures convinced him payments are the most necessary piece of Bitcoin, how merchants drive adoption by skipping 3% card fees and chargebacks, and why the dollar price eventually becomes irrelevant. On the macro side, he argues the Fed and Treasury have “lost control” of the long end of the curve, with 7%+ mortgages and corporate refinancing at 9–10% showing the strain first and money printing as the only way out. He also breaks down why Bitcoin treasury companies and perpetual preferreds are misaligned with their investors.

Chapters:
0:00 Why Silicon Valley Bank’s Collapse Pushed Parker Lewis From Custody to Payments
1:36 Bitcoin Is Too Centralized Without Payments: Closing the Value Transfer Loop
2:22 Bitcoin Is Already Money: The Problem With the “Digital Capital” Framing
3:49 Why Buying Bitcoin Doesn’t Create Value: The Treasury Company Misalignment
6:08 Perpetual Preferreds as a Currency Swap and the $1.5 Trillion Reality
9:15 How Merchants Drive Bitcoin Payments: Fewer Fees, No Chargebacks
12:56 100% of Global Payments on Bitcoin and Why the Dollar Price Becomes Irrelevant
14:45 Lightning vs. On-Chain Capacity and Building for the Next 10x
16:59 Credit System Strain: $107 Trillion of Debt vs. $52 Trillion in 2007
19:26 Paulson’s Break-the-Glass Plan, No Risk-Free Rate, and 7% Mortgages

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post Parker Lewis: Bitcoin Will Settle 100% of Global Payments first appeared on Bitcoin Magazine and is written by Patrick Green.

Bitcoin Magazine

Darius Dale: Will Global Liquidity Send Bitcoin Higher in 2027?

Are we headed for a period of chop before a bigger move in Bitcoin? Darius Dale, founder of 42 Macro, says a decline in funding liquidity could mean near-term volatility, but that if liquidity comes back in 2027, which he sees as more likely than not, Bitcoin could resolve higher over the following 12 to 18 months. He also explains why Bitcoin deserves a portfolio allocation as a different exposure from stocks and gold.

Chapters:
0:00 Darius Dale on Who Benefits From Rising Treasury Yields
1:06 Why Higher Rates Haven’t Hit the Economy Yet: The AI Capex Boom
2:02 Default via Debasement and a Fed–Treasury Accord 2.0
4:30 Five Paths Out of the Debt Problem, and Only Three Are Acceptable
6:32 Risk Management, Asset Allocation, and Why No Bonds
8:22 Bitcoin Outlook: Near-Term Chop and the 2027 Liquidity Case
9:34 Bitcoin’s Role vs. Gold and Stocks, and Where Bond Yields Reach Fair Value
10:53 The “Wealth Pump” and Money in Politics
17:09 Why AI Is Too Big to Fail and What a Bust Would Look Like
19:11 Running for Office, Why He’s Not a Socialist, and Jackie Robinson

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

This post Darius Dale: Will Global Liquidity Send Bitcoin Higher in 2027? first appeared on Bitcoin Magazine and is written by Patrick Green.