Pink Brains Profile picture
May 19 1 tweets 1 min read Read on X
TLDR about the CLARITY Act

The Digital Asset Market CLARITY Act just cleared the Senate Banking Committee on a bipartisan vote.

It is the furthest crypto market structure legislation has ever gotten in the US.

What it does:

- Creates the first comprehensive US regulatory framework for crypto
- Draws the line between SEC and CFTC jurisdiction (which assets are securities vs. commodities)
- Gives blockchain networks a legal pathway to launch and operate in the US
- Sets oversight rules for crypto exchanges and consumer protections for trading

Why it matters:

Existing US law is built for companies (centralized control, shareholders, intermediaries extracting value).

Blockchains enable networks with distributed control, value flowing to users at the edges.

Forcing networks into corporate-law frameworks contorts them into the very thing they're designed to replace.

CLARITY is meant to fix that mismatch.

Path so far:

- FIT21 passed the House in 2024
- House CLARITY passed July 2025
- GENIUS Act (stablecoins) passed July 2025 → triggered the current adoption wave
- Senate Banking advanced its version May 14, 2026

What's next:

Senate Banking + Senate Ag committee bills get merged → full Senate vote → House approval → President's signature

• • •

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More from @PinkBrains_io

Apr 16
Hyperliquid is probably the most unique ecosystem today.

Apps run on the same engine. No foundation-led liquidity programs. No discretionary narrative protection. Projects compete on execution.

The @HyperliquidX ecosystem looks like Ethereum in its early days 🧠🧵 Image
HyperEVM is best understood not as a general-purpose chain, but as the userland extension of a functioning exchange.

No GameFi, no NFTs, no SocialFi really make sense here. Only financial primitives and infra/tools built to improve trading, liquidity, and capital efficiency.
🧠 AMM DEX

The DEX war on top of HyperEVM looks similar to other chains.

Uniswap-style concentrated liquidity, ve(3,3) flywheels, and intent-based routing compete on LP deposits and token-incentive flows.
Read 17 tweets
Apr 6
Post-mainnet reality check:

- Monad
- MegaETH
- Plasma
- Katana
- Ink

5 newly launched blockchains with attention. ~$1.06b in fundraising. Nearly $3B in combined TVL. $2.5M combined chain fees generated to date.

What the data says 🧵 Image
🧠 Key takeaways:

1/ TVL ≠ value capture for chains: $2.85B TVL generates just $2.4M/year (0.08% capture).

2/ Monad leads in DEX activity: Highest trading volume and DEX turnover.

3/ Katana stands out as the most sustainable incentive model for token holders with diversified revenue and a self-sustaining loop.

4/ Tech ambition ≠ adoption: Ink shows the strongest perps activity, while MegaETH is the more ideal chain for instant trading.

5/ Poor capital efficiency: $1.06B raised for ~99K DAU (~$10.7K/user); at current revenue, ROI would take centuries.
🧠 TVL & Concentration:

TVL trajectories show 3 patterns:

1/ Plasma peaked at $5.5B post-launch, then steadily declined as early investors exited and token price collapsed 93%

2/ Katana peaked at $677M pre-TGE, then declined post-TGE (a typical sell-the-news pattern where capital leaves once the farming catalyst (token claim) happens

3/ Monad shows the only consistent uptrend, growing from $0 to $377M over 5 months with no major retracement.Image
Read 14 tweets
Aug 14, 2025
Forget L2 wars.

The new battlefield is stablecoin chains.

Tether, Circle, Stripe, and more are rolling out their dedicated blockchains for global stablecoin payment.

Here are the top competitors in the race 🧠🧵 Image
2/ Don't forget to bookmark this thread or RT for future reference 🔖 Image
3/ Why build more new chains when Ethereum, Solana, and Tron already work?

Because they weren’t designed for:

- Millions of daily transactions with millisecond latency
- Predictable, low-cost fees in the stablecoin itself
- Built-in fiat ramps
- Compliance-friendly privacy
- Custom control over infrastructure and economics
Read 22 tweets
Aug 4, 2025
To make the most of this bull market, your feed needs more than just noise

Here’s a curated list of 90 high-signal CT accounts that belong in your “compounding value” portfolio.

(Not in any order - updated 2025) 🧠🧵 Image
Whether you're a retail investor, a builder, a marketer, or a BD in crypto, this is the thread you’ll want to bookmark and return to.

Don’t forget to RT and save it for later 🔖 Image
🧠 Macro & Market Insights:

@DefiIgnas - Smart insights, market analysis, project critiques. His popular Substack blog "Ignas | DeFi Research," delivering in-depth analyses on the most trending crypto topics
@ahboyash - A seasoned GTM strategist with deep market insights
@Route2FI - Narrative-driven psychology, OG DeFi advocate
@patfscott - Market trend breakdowns and analytics
@rektdiomedes - Shares sharp crypto insights. A must-follow to stay ahead of the curve.
@waleswoosh - Web3 guy, NFT and InfoFi mindshare
@arndxt_xo - DeFi, market, and macro insights
@milesdeutscher - Comprehensive analysis: DeFi trends, airdrops, overviews
@ayyyeandy - Rollup insights, multi-chain DeFi, market thoughts
@0xkyle__ - Market analyst, DeFi/macro intersections
@cobie - He's a highly influential figure in the crypto world, best known for his sharp insights, humor, and no-nonsense commentary
@0xLouisT - Crypto VC trends, high FDV, meme dynamics, ETFs
@sjdedic - Ethereum performance, DeFi trends, market updates. He's
Founder & Managing Partner @MoonrockCapital
@dcfgod - He's a prominent crypto investor (EtherFi, Ethena...). He shares sharp insights on yield farming, staking strategies, and more
@redphonecrypto - He's an anon crypto storyteller, philosopher, and innovator known for his sharp insights into blockchain and markets
Read 10 tweets
Jun 30, 2025
Top important DeFi news to pay attention to this week 🧠🧵 Image
@yapyo_arb's Presale drops begin today

@suipayHQ is going to launch on @SuiNetwork, allowing seamless payment with USDC

Read 14 tweets
Jun 12, 2025
It's stablecoin season

But who’s just sitting on idle USDT/USDC? CT's chasing low-risk yields with yield-bearing stablecoins

That said, always ask yourself: where’s the yield coming from?

Here's your ultimate yield-bearing stablecoin landscape 🧠🧵 Image
In this thread, we’ll cover some of the most adopted yield-bearing stablecoins, with a quick intro and their total supply

Bookmark or RT to share with friends or save for later! 🔖 Image
🧠 What are yield-bearing stablecoins?

Unlike regular stablecoins like $USDT or $USDC, which just hold value, yield-bearing stablecoins earn passive income while you hold them, like a savings account for your crypto
Read 16 tweets

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