Lots of positive crypto news recently, but prices are moving with the macro rather than following the fundamentals, creating an opportunity. A few egs: @SenatorTimScott (Banking Chair) and @SenLummis had positive comments on CLAIRTY from the #DCBlockahin Summit yesterday, indicating potential passage next month. The @SECgov and @CFTC released an interpretation clarifying which tokens are securities and will formally propose the rule in 1-2 weeks, including a safe harbor... the agencies are making great progress on writing rules and providing guidance to protect consumers and foster innovation. @Mastercard acquired stablecoin infra company @BVNKFinance to be able to offer stablecoin and tokenized deposit services to their customers. Stablecoins can eventually be brought to billions of credit card users, and importantly, Mastercard is enabling this on public blockchains. IMO, crypto is out of favor at the moment, so rather than reacting positively to fundamental news like this, it is trading more programatically with a beta to equities. But activity, development, and institutional participation continue to move up. Over time, price should follow these fundamentals.