July Week 4 - 2025

CRYPTO RESET
Crypto Week Kicks Off America’s Stablecoin Revolution

Last week was the very first official U.S. Crypto Week, declared by the administration to celebrate landmark legislation and spotlight America’s leadership in digital assets. Midway through Crypto Week, Congress cleared groundbreaking crypto laws that will turn America into the crypto capital of the world.

First, the Crypto Clarity Act sailed through the House by a big bipartisan margin. It’s now headed to the Senate, but the message is clear, Washington wants tidy rules for crypto, not a Wild West.

Right alongside that, the Genius Act. The stablecoin framework which passed both and the President signed into law at the White House. This is like what the “Telecom Act of 1996” did for the internet, but for digital dollars. From now on, only federally approved issuers can mint stablecoins, they must be 100% backed by U.S. dollars or short‑term Treasuries in Fed‑insured reserve accounts, and they’ll publish monthly audits and follow anti‑money‑laundering rules. Main Street businesses and developers can finally build payment apps around stablecoins without fear of sudden crackdowns.

Next, Congress crushed the idea of a government‑issued digital dollar with the Anti‑CBDC Surveillance State Act, cementing that private stablecoins (Circle, Tether, etc.) remain in the hands of businesses, not governments.

So what does this mean for your favorite blockchains? With clear stablecoin rails, networks that already host the lion’s share of stablecoins—Ethereum, Solana, and even Tron, get a massive head start. Ethereum especially looks poised to benefit, since it hosts nearly half of the world’s stablecoin supply today and is adding scaling upgrades to handle the influx. Solana’s lightning‑fast speeds and low fees also make it a prime candidate for stablecoin use.

Finally, the Clarity Act spells out who regulates what, the SEC handles security tokens, the CFTC oversees commodities like Bitcoin, and both agencies share in supervising payment stablecoins. That Clarity Act is huge, because big financial institutions were on the sidelines until now, they needed clear lines.

In short, stablecoins are about to go mainstream and this ushers in a new era of financial rails that will change commerce and money forever, while cementing the U.S. dollar’s role at the heart of this new digital global economy. 🇺🇸😎

AI RESET
OpenAI Unleashes ChatGPT Agent Mode, Your AI Just Got Turbocharged! 

Imagine telling your computer, “Hey, build me a financial model for Nvidia,” and watching it spring to life, a virtual intern clicking through websites, grabbing the latest earnings reports, plugging in formulas, and handing you a polished spreadsheet in minutes. That’s exactly what the new ChatGPT agent mode does. It doesn’t just answer questions anymore; it actually takes control of a virtual machine, uses its own browser, runs code, and interacts with interfaces just like you or me. You can book flights, order groceries, audit SEO competitors, or plan a wedding, all from one simple chat. This is mind blowing to see AI agents move the mouse, fill out forms, and monitor multiple projects at once, freeing us from repetitive tasks so we can focus on strategy, creativity, or just grabbing a coffee.

And!!! this is just the appetizer. While these AI agents are already reshaping how knowledge work happens, automating data entry, research, report building, and more, the main course on the horizon is quantum computing. Once QC systems become powerful and accessible, they’ll turbocharge AI by solving massive optimization problems, simulating complex molecules for drug discovery, and cracking encryption schemes that protect our data today. Imagine an AI agent that not only knows where to click but also runs a quantum powered risk analyses in seconds, or customizes supply chains with unprecedented accuracy. That combination could transform every single industry overnight.

Of course, all this power comes with growing pains. Agent mode can still glitch, slow down on complex projects, or get stuck when websites block it. Quantum hardware faces its own hurdles, error correction, cooling requirements, and scaling challenges. Yet both technologies are marching forward relentlessly. Early adopters who learn to harness AI agents and prepare for the quantum leap will gain a huge competitive edge. In just a couple of years, having an AI agent at your fingertips and eventually pairing it with quantum computing, could be as common as checking email.

So start experimenting today, because the future of work is here, and it’s about to get a whole lot more intense! 😎

BITCOIN RESET
So Much for the Low-Rate Myth, Bitcoin Rips Despite High Rates

Over the past 40 months, the Fed went from zero interest rates to about 4.5%, the fastest tightening cycle in modern history. Conventional wisdom held that Bitcoin only thrived on “Easy Money,” but instead it surged from around $42,000 to $117,000, a 167% increase. That performance blows apart the narrative that rising rates would collapse crypto. In fact, Bitcoin’s market cap now sits at roughly $2.4 trillion, making it the fifth-largest asset on Earth.

Here’s what happens next. Washington insiders from Speaker Mike Johnson to ex‑Fed governor Kevin Warsh are pushing for an accord between the Fed and Treasury. The idea is to coordinate interest rate policy with fiscal maneuvers, effectively slamming rates back down to manage the national debt, which now carries over a $1 trillion dollar annual interest bill. If the Fed starts taking orders from the White House, whether through public pressure or sympathetic appointees, the faith in its independence could erode, bond markets will demand higher yields, inflation risks will spike, and the dollar could face a global confidence crisis.

That scenario is precisely where Bitcoin shines. Unlike fiat currencies, which can be debased by political whims, Bitcoin operates outside the system. Its supply is fixed, its ledger transparent, and its protocol incorruptible. When governments turn to perpetual printing and rate suppression, Bitcoin becomes the ultimate hedge. History already offers a preview: In 2020, when rates went to zero, Bitcoin rocketed from $3,000 to $69,000, a 2,200% gain. Today’s $117,000 price tag suggests an even bigger ceiling, if rates plunge again, seven‑figure valuations could come into view.

We’re entering a brand new monetary era. With a $37 trillion national debt and interest payments climbing, traditional money faces unprecedented pressures. Bitcoin isn’t just a speculative asset, it’s a built-in escape hatch for anyone who wants protection from accelerating monetary debasement. The question isn’t whether Bitcoin will matter, it’s how quickly the market recognizes that it already does. 😎₿

DISCLAIMER:
This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions or investments. Please be careful and do your own research.