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