Circle exploded with a 34% increase after the approval of the GENIUS Act in the Senate. The market took it as a clear signal of regulatory support for stablecoins, which boosted optimism about a new era for crypto stocks. Circle's IPO not only set a record but also opened the door for more Web3 companies to start playing in the institutional space. Meanwhile, the Fed keeps rates frozen and Powell says more data is needed for cuts, but Trump is back in the fray with political pressure. The macro environment remains loaded, but the real interest in crypto assets with legal backing is already pushing new narratives, and the market is absorbing it quickly.