OVER DEZE AFLEVERING
CLARITY Act passed the Banking Committee, Kevin Warsh is the new Fed chair, and the US-China summit produced real deals. Bitcoin still got rejected three times at the 200-day SMA at 81.9K and altcoins shed 30 billion dollars in market cap this week. This is what a classic sell-the-news environment looks like inside a bear market: short-term hype runs out, and the real positive effects do not kick in until the bull market returns.
Chapters:
(00:00) Why crypto isn't rallying on positive news
(02:39) CLARITY Act passes Banking Committee: what happens next
(06:09) Three rejections at 200-day SMA: chart breakdown
(10:39) Why CLARITY benefits altcoins, not Bitcoin
(15:39) Path to White House signing: still 45 days out
(18:39) Why CLARITY is hype, not fundamentals driven
(23:39) Catalyst 2: Kevin Warsh takes over the Fed
(27:39) Market verdict: not reading Warsh as a dove
(30:39) Catalyst 3: Trump-Xi summit and the AI chips deal
(33:37) Closing playbook and outro
