In this episode, we break down SpaceX's $150 million BTC transfer and what it signals about corporate crypto treasury strategy. We dive into the new GENIUS Act, which brings stablecoins into the regulatory mainstream with strict reserve and compliance rules. We also cover the U.S. crypto market structure bill and its implications for SEC/CFTC oversight and CBDC resistance. Finally, we explore current narrative rotations - from Solana and DePIN to meme coins and AI tokens—and how to position accordingly in a shifting market landscape. 

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