Weekly Roundup 03/13/26 (SEC vs CFTC detente, prediction market surveillance, equitizing tokens) (EP.708)

Bullish:

• $BTC - Bitcoin emerged from concerns about quantitative easing and money printing, positioning it as a hedge against monetary debasement.

  • “They print a couple trillion dollars, and all of a sudden, people started to worry. So out of this worry, we have something called the Bitcoin.”

    Newsclip·0:47
• $COIN - Coinbase is standing up to the banking lobby and defending the crypto industry's interests, showing strong leadership.

  • “I want to give props to Coinbase for holding the line on this on behalf of the whole industry. It's kind of punk rock of Ryan Armstrong.”

    Nick·29:24

  • “he's in Davos getting profanities laced at him from Jamie Dimon, right? And he's hanging in there for us.”

    Matt·29:40
• $STABLES - Stablecoins will become the default for 24/7 trading and deposits as traditional bank dollars can't move on nights and weekends.

  • “if everything goes 20 fourseven in terms of trading, that'll probably end up trading against not a bank dollar, but against a stablecoin, because you can't move the bank dollars on the nights and the weekends.”

    Matt·26:03

  • “If you want to buy Apple, you have to have a stablecoin to buy it. Like the market itself, I think will be stablecoin denominated.”

    Matt·26:45