Not Insights

The United States Senate Committee on Banking, Housing, and Urban Affairs will vote on the Crypto Market Structure Bill at 10:30 AM ET today.$AI

The bill could define how digital assets are regulated in the United States.$QI

If it passes → trillions in institutional capital could enter crypto markets. $OSMO

🚨 U.S. CRYPTO BILL ADVANCES

The United States Senate Committee on Banking, Housing, and Urban Affairs just released the draft for a new Bitcoin and crypto market structure bill. $SOLV

The proposal will be marked up this Thursday 👀 $SAGA

If approved Wall Street and banks could accelerate crypto adoption in the U.S. $GUA

🚨 MARKETS FACE MASSIVE WEEK
Key events this week:

⚠️ Kevin Warsh could take over the Federal Reserve
📉 U.S. CPI inflation data releases
🇺🇸🇨🇳 A possible Trump–Xi Summit may happen May 14–15 $LUNC

Macro, rates, liquidity, and geopolitics are colliding at once.$OSMO

If volatility rises → global markets could see sharp moves this week. $SUI

🚨 FED LIQUIDITY RETURNS

The Federal Reserve will inject $7.58B into markets tomorrow before the U.S. open.
The move comes as markets face oil crisis and macro stress concerns.$LUNC

If emergency liquidity keeps rising → financial system pressure may be growing behind the scenes. ⚠️$XEC $LAB

🚨 BITCOIN LIQUIDITY SITS LOWER

Most liquidity is now sitting below the current Bitcoin price.
Traders are heavily positioned in lower zones.$COLLECT

If downside pressure increases → these liquidity pools could get swept next. $DYM

🚨 CLARITY ACT MOVES FORWARD

The United States Senate Banking Committee could mark up the Clarity Act as early as tomorrow.$TON

A committee vote may happen on Thursday.
If approved → U.S. crypto regulation clarity could advance quickly. 📈$NOT $DOGS

🚨 MASSIVE:
TON MARKET CAP DOUBLES

Toncoin surged from $3.6B → $7.3B in just 4 days.
That marks a 100% market cap increase.
The rally comes as Telegram increases control over the $TON ecosystem.
If momentum continues → TON $NOT $DOGS could attract more institutional and retail attention.

The U.S. Department of the Treasury just bought back $2B of its own debt.$TON
The move adds support to bond market liquidity. $NOT $DOGS

Japan plans to buy 20M barrels of oil from the United Arab Emirates.$TON
The move aims to avoid risks around the Strait of Hormuz blockade.$ZEC $LAB

The Federal Reserve now holds
$4.4T in Treasuries — highest since July 2024.$WIF
Total balance sheet stands at $6.7T.$ZEC
$TON

MicroStrategy (led by Michael Saylor) reported a $12.54B net loss in Q1 2026.
The loss comes from a $14.46B unrealized hit on 818,334 $BTC holdings. $ZEC $DOGS

🚨 TON JUMPS ON TELEGRAM CONTROL

Toncoin surged 35% after Pavel Durov and Telegram regained control of the network.
Fees are expected to drop ~6x with faster performance.

If upgrades hold $TON $NOT $DOGS adoption could accelerate further. 🚀

🚨 FED ADDS $7.58B LIQUIDITY

The Federal Reserve will inject $7.58B into the economy today.$NOT
Fresh liquidity is entering the system.$TON

If injections continue risk assets could see short-term support. $DOGS

🚨 FIDELITY BUYS BITCOIN

Fidelity Investments just bought $184M worth of Bitcoin.$TON
Large institutional capital is flowing into $BTC .
If buying continues → Bitcoin demand could strengthen further. $DOGS

🚨 STABLECOIN DEAL LOCKED

Thom Tillis and Angela Alsobrooks say
the stablecoin yield compromise in the CLARITY Act is final.$DOGS
They pushed back on banking industry criticism.$TON $NOT

🚨 MUSK SETTLES SEC CASE

Elon Musk agreed to pay $1.5M to settle claims from the U.S. Securities and Exchange Commission.$TON
The case relates to disclosure of his Twitter stake in 2022.$DOGS

If scrutiny increases → regulatory pressure on big tech and markets could rise. ⚖$NOT

🚨 BTC REJECTED AT $80K

Bitcoin failed to hold above $80,000. $TST
The move shows a rejection at a key level.

If price stays below → downside liquidity zones could be targeted next. 📉$DASH

🚨 IRAN BLOCKS U.S. WARSHIPS

Iran says it stopped U.S. warships from entering the Strait of Hormuz after issuing a “swift warning.”$GIGGLE
The United States has denied parts of the escalation claims, including missile strike reports. $4

The strait handles ~20% of global oil trade, making this a critical flashpoint $TST

🚨 RATE CUTS PUSHED FURTHER OUT

Barclays now expects the Federal
Reserve to keep rates unchanged through 2026.$TST
Earlier forecast: $BSB
25bps cut in September. $DASH

🚨 CLARITY ACT DEAL REACHED

The U.S. Senate reached a deal on the CLARITY Act.$SIREN
A compromise on stablecoin yield clears the path for broader crypto rules.$DASH

If passed → regulatory clarity could unlock institutional capital into crypto. $TST