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: This Cycle Isn't Ending- It's Shifting
📰News: Senate Confirms Crypto Friendly Chiefs for CFTC & FDIC
🌟Narrative of the week: Tradfi Goes Onchain
NEWS📰
🏛️ Senate Confirms Crypto Friendly Chiefs for CFTC & FDIC
The US Senate has officially confirmed Mike Selig as the new CFTC Chair and Travis Hill to lead the FDIC, cementing a pro crypto regulatory leadership team under the Trump administration. With Selig pledging to prioritize digital asset oversight and Hill actively opposing the debanking of crypto firms, industry leaders view these appointments as a decisive step toward clearer, fairer governance for the US crypto market.
🔵 Coinbase Launches Stocks & Prediction Markets to Build Everything App
Coinbase has officially introduced stock trading and prediction markets (in partnership with Kalshi) as part of its aggressive pivot toward becoming a financial everything app. With plans for 24/7 leveraged perpetuals arriving early next year, the exchange seeks to close its market valuation gap.
🎉 SEC Drops 4 Year Investigation into Aave
The US SEC has concluded its four year probe into DeFi protocol Aave without recommending enforcement action, signaling a major regulatory victory. This decision marks another instance of the SEC’s softening stance on crypto under the Trump administration.
🏦 JPMorgan Debuts MONY Tokenized Fund on Ethereum
JPMorgan has launched its first tokenized money market fund, MONY on Ethereum, allowing qualified investors to earn US dollar yields from Treasury backed assets using cash or stablecoins.
📈 Bitcoin ETFs Record $457M Inflows Amid Fed Rate Cut Hopes
Spot Bitcoin ETFs saw their strongest daily inflows in over a month at $457 million, led primarily by Fidelity’s FBTC, as institutions position themselves for potential interest rate cuts signalled by President Trump’s upcoming Fed Chair pick.
📜 CLARITY Act Heads to Senate to Clarify Crypto Rules
White House crypto czar David Sacks has confirmed that the long awaited CLARITY Act will finally reach the Senate for debate in January, following delays caused by the government shutdown. The bipartisan bill aims to end regulatory confusion by clearly defining the boundary between crypto, securities and commodities.
This Cycle Isn’t Ending- It’s Shifting
In this video, I explain why the 2025 bull run was a fake. The real move is the liquidity supercycle setting up for 2026. The Fed is quietly back in easing mode, institutions like BlackRock are buying the panic, and I lay out why I’m positioned for a much higher crypto peak in 2026 than most people can even imagine.
Narrative of the Week: Tradfi Goes Onchain
Tokenized real world assets took a major step forward this week as regulators and financial giants quietly gave the green light. Here's what happened:
Regulatory Unlock: The DTCC received a no action letter from the SEC, approving the clearing and settlement of tokenized assets like stocks, bonds, and treasuries.
JPM OnChain: JP Morgan launched its first tokenized money market fund, MONY, live on Ethereum.
Real Ownership: Securitize rolled out natively tokenized stocks, keeping assets onchain instead of using off chain wrappers.
This is TradFi laying the rails for a tokenized future. It’s early and slow, but the direction is clear: real assets are moving onchain, and crypto is becoming financial infrastructure.
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