ROLLUP: Crypto Momentum | Regime Shift? | Payments War | Prediction Boom | SBF on Netflix
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It is the March, David. They actually did it. The SEC and the CFTC just dropped something that is absolutely historic. This is rulemaking coming from them that gives us the thing we've always asked for, which is some clarity. Tell us which assets are securities and which aren't in crypto, and they're actually doing that by name. I think this is, one of the biggest things I've actually ever seen on the regulatory front happen in crypto. Insanely bullish. We'll talk about this rulemaking today.
They just went out and just said which tokens are commodities and which are not securities. Basically, nothing is a security.
Yeah. Gensler said it couldn't be done. They did it. He yeah.
They they it turns out you can just say they're all commodities. There's nothing stopping that. Assuming out to the macro markets though, the all global markets still remain downstream of the Strait Of Hormuz, but the crypto markets swimming against the current? Wow. Really like this. You like this? Yeah. I like this analogy. Yeah. There might be a regime shift underway in a regime change, if you will, in the crypto market. Some say there is going to be some, but others say that we are simply in a relief rally before we go into a prolonged bear market. We're gonna give both sides of the argume
Yeah. Both sides of argument, but I got my cards on the table on that one. I I feel like one is more right than the other. Also, Tempo went main net this week, and there seems to be at least battle for agentic payments that's underway. There's two competing standards now with with Tempo and almost kinda Stripe launching something called MPP, which looks like
a competitor. Versus Stripe or Tempo versus Coinbase.
Yeah. Tempo and Stripe with MPP, and then Coinbase maybe on the other side with x four zero two. We're gonna try to unpack that to see if there's really some rivalry. Also, it's culture week for crypto. We made Vanity Fair. There's a photo that was all over Twitter. We'll talk about that photo. And, did you know, David, the SPF story is officially coming to Netflix? This is eight episodes. And the question, of course, is who's gonna play Sam? Who's gonna play Caroline? They didn't call us.
Are you gonna watch it? Are you gonna watch it?
I'm definitely watching this. Are you kidding me?
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