Graham and David break down a week packed with major shifts in U.S. crypto policy. From the FDIC scrapping reputational risk rules to the IRS walking back unworkable DeFi regulations, it’s clear the anti-crypto era is coming to a close. They explore how the U.S. is rapidly positioning itself as a global crypto hub—and why companies like eToro and BlackRock are doubling down.The conversation also covers:
•Institutional sentiment and ETF inflow forecasts
•The growing Bitcoin corporate treasury trend (MetaPlanet, GameStop, MARA)
•FTX creditor repayments and their market implications
•Solana’s win with BlackRock’s tokenized Treasuries
•Why legacy institutions sound more bullish on decentralization than Crypto Twitter