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:
🎙️Hot Off the Mic: I Put EVERYTHING On The 5 Year Crypto Cycle
📰News: Corporations Buy 260k BTC in 6 Months
🌟Narrative of the week: Clarity Act Stalls
NEWS📰
🐳 Corporations Buy 260k BTC in 6 Months
Corporate Bitcoin treasuries have aggressively expanded by 260,000 BTC over the past six months, absorbing three times the amount of new coins mined in the same period. This massive accumulation has pushed total corporate holdings to 1.11M BTC, with Strategy dominating by holding 60% of the total.
🚫 X Bans InfoFi Apps
X has officially banned InfoFi platforms like Kaito.ai and Cookie DAO that reward users for their engagement, this was to curb the surge of AI slop that have been popping up lately. The crackdown caused immediate double digit crashes for both KAITO and COOKIE tokens.
🔵 Coinbase Rejects CLARITY Act
Coinbase withdrew its support for the Digital Asset Market Clarity Act, with CEO Brian Armstrong warning that the current Senate draft is materially worse than what’s already in place. Citing several bank protectionist measures that would kill stablecoin yields.
🛡️ SEC Drops Investigation into Zcash Foundation
The SEC has officially concluded its investigation into the Zcash Foundation without any charges, marking another instance of regulatory relief for the crypto sector under the Trump administration.
📉 Ex-Mayor Adams' NYC Token Plunges Amid Scam Accusations
Former NYC Mayor Eric Adams has launched a Solana based NYC Token intended to fund education and combat antisemitism. The token crashed from roughly $0.47 to $0.10 within 30 minutes of launch, wiping out hundreds of millions in market cap, with the team having pulled most of the token’s liquidity.
I Put EVERYTHING On The 5 Year Crypto Cycle
In this video, I break down how the US is quietly stimulating the economy through housing, policies, and falling rates and why this sets up crypto for a massive 2026.
Narrative of the Week: Clarity Act Stalls
The highly anticipated Digital Asset Market Clarity Act hit a brick wall this week. Just days before a scheduled Senate markup, the industry’s biggest player effectively vetoed the current draft, forcing lawmakers back to the drawing board. Here’s what happened:
The Setback: The Senate Banking Committee was set to debate and amend the bill on January 15, but postponed the session indefinitely after failing to secure industry consensus.
What the Bill Looked Like: Armstrong flagged critical issues like potential bans on tokenized equities, invasive government access to DeFi records, and provisions that would ban stablecoin yields effectively handing the interest income advantage back to traditional banks.
Market Reaction: Bitcoin reacted to the regulatory uncertainty by dipping towards the $95k range from a weekly high of $97k
By blocking this draft of the Clarity Act, the industry refused to let banks stifle competition with a regulatory moat. The fight now shifts to February, where the goal is a clean bill that doesn't cripple DeFi.
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