GM. This is the Never Die Newsletter, where I share whatever crypto news and content I feel like, every week, short and sweet, right to your beautiful little inbox.
This week we have:
📺 Latest Episode: Bitcoin Is Breaking The Old Cycle
📰 News: Kevin Warsh Confirmed as Federal Reserve Chair
🌟 Narrative of the Week: The Clarity Act Clears It’s First Hurdle
NEWS📰
✅ Kevin Warsh Confirmed as Federal Reserve Chair
Kevin Warsh has been officially confirmed by the US Senate as the 17th Chair of the Federal Reserve in a 54-45 vote split. While historically considered a monetary hawk, analysts and President Trump now anticipate the newly confirmed Chair will adopt a dovish stance to lower interest rates.
🏦 J.P. Morgan Files for Second Ethereum Based Tokenized Fund
J.P. Morgan has officially filed with the SEC to launch the "JPMorgan OnChain Liquidity Token Money Market Fund", marking its second tokenized money market fund issued exclusively on the Ethereum network. Notably, the fund's reserves will strictly comply with the GENIUS Act's requirements for US stablecoin issuers, limiting investments exclusively to short term US Treasury securities.
⚠️ Anthropic Declares Tokenized Pre-IPO Shares Void
Anthropic issued a warning to speculators, officially updating its investor guidelines to declare that unauthorized transfers of its private shares, whether through tokenized securities, forward contracts, or special purpose vehicles (SPVs) are entirely void and will not be recognized by the company. The disclaimer exposes the immense structural risks within crypto's booming pre-IPO markets, where platforms promise retail access to private firms like Anthropic, OpenAI, and SpaceX despite strict corporate transfer restrictions.
🔐 Ethereum Foundation Launches Clear Signing
The Ethereum Foundation has partnered with MetaMask, Ledger, and Fireblocks to launch Clear Signing, an open standard designed to eliminate the dangerous practice of blind signing incomprehensible data. This initiative creates a secure, mirrorable registry that translates complex code into clear transaction prompts. This critical infrastructure upgrade directly addresses the vulnerabilities of current transaction simulations, providing users with verified, transparent context before approving on chain actions.
Bitcoin Is Breaking The Old Cycle
In this video, I break down why Bitcoin is no longer behaving according to the normal 4 year cycle. I cover what actually caused the 2025 selloff, why BTC has stayed so strong despite brutal macro conditions, and how things like liquidity, ETF flows, oil prices, and institutional adoption are changing the market structure.
NARRATIVE OF THE WEEK: THE CLARITY ACT CLEARS ITS FIRST HURDLE
The crypto industry just got what it’s been waiting for all year. On Thursday, the Senate Banking Committee officially passed the updated 309-page Digital Asset Market CLARITY Act in a 15-9 vote. Here’s what happened and why it matters:
The Committee Victory: The bill cleared its first major bottleneck despite heavy political pushback (Senator Elizabeth Warren vocally warned the framework would blow up the economy). It now advances toward a full Senate floor debate, with the White House reportedly eyeing July 4th as a target signing date.
SEC vs CFTC Finally Settled: The core of the bill officially ends the era of regulation by enforcement. It creates a legal framework that hands the CFTC jurisdiction over digital commodities while restricting the SEC to overseeing restricted digital assets (investment contracts)
The Stablecoin Compromise: While the draft is a massive win for Bitcoin, self-custody rights, and decentralized protocols, the traditional banking lobby secured a major concession: strict guardrails on stablecoins to prevent them from acting like yield bearing bank savings accounts.
The Institutional Floodgates: The market reads this as highly bullish. Why? Because legal certainty unlocks sidelined capital. With clear rules of the road, traditional banks, pension funds, and institutions can finally offer custody, lending, and tokenization services without the constant threat of arbitrary SEC lawsuits.
This is the most significant regulatory pivot in U.S. crypto history. We are finally transitioning from legal ambiguity to a predictable, statutory framework. If the Senate can hold the line and pass this into law by summer, it provides the exact institutional green light needed to fuel the next major leg of the bull run.
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