Hey, it’s Marc.

Big week for crypto, at least in the US.

  • Trump hosts crypto’s CEOs as bitcoin rips 21%,

  • the SEC proposes its first crypto rulebook,

  • Citi moves bitcoin custody next to the bonds,

  • and Swift’s ledger carries its first live bank money.

One theme runs through all of it: Washington stopped promising this week and started shipping. The market paid up front.

📚 Boardroom Reads

  • Regulation Crypto Assets, proposed rule (SEC). The primary text: $5M over four years for startups, $75M a year for reporting issuers.

  • GENIUS Act stablecoin rules (US Treasury). Knowingly taking part in unlawful stablecoin issuance: up to $1M per violation and five years in prison.

  • Q2 2026 Signals Report (Fidelity Digital Assets). Network activity now splits from price on Ethereum and Solana.

  • 2026 Stablecoin Momentum Report (Zero Hash). Active stablecoin users up 146% in a year; volumes up 690%, per its platform data.

  • 2026 Institutional Investor Survey (Coinbase and EY-Parthenon). 351 institutions polled; money is moving to regulated products and tighter governance.

    Quick plug, then back to the news.

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