Finding it impossible to be bearish on crypto (yes, short term Summer chop probably, but zoom out).

A few thoughts:

The U.S. Senate just passed the GENIUS Act, the first comprehensive federal legislation for fiat-backed stablecoins.

Stablecoins already power the largest real-world use case in crypto:

• $250B+ live onchain

• Instant global settlement

• < $0.01 tx fees

• Open API for money

Now, it gets a legal foundation to go global. It's huge and not to be faded.

This lays the groundwork for trillions in stablecoin settlement volume. It's huge for DeFi.

Every bank, fintech, and payments processor now has a regulated, programmable digital dollar they can actually use.

The biggest bottleneck was legal clarity, which is now gone.

But stablecoins aren’t just for payments. They’re the gateway to speculation, as all the degens on here are aware.

They’re the liquidity base layer of the entire crypto economy.

At the same time, regulators are quietly easing capital rules for U.S. banks.

That frees up bank balance sheets.

More capital = more lending

More lending = lower rates

Lower rates = more risk appetite

More liquidity = stronger BTC tailwinds

BTC thrives when liquidity expands and stablecoins amplify that liquidity. TradFi + Crypto are now structurally aligned for it.

So in summary we have:

• Stablecoins getting federal clarity (DeFi to benefit)

• Banks regaining liquidity

• Borrowing costs likely heading lower

• BTC acting like a macro hedge with clear investor demand (I haven't even mentioned the BTC company treasury ponzi bubble that is growing)

Being bearish here requires me to fade regulatory clarity, institutional momentum, and macro tailwinds.

Find the right coins, have a little patience, and enjoy your Summer.