『Clarity Act Vote, ETH Supply Squeeze & Bitcoin's Hashrate Bear Market』のカバーアート

Clarity Act Vote, ETH Supply Squeeze & Bitcoin's Hashrate Bear Market

Clarity Act Vote, ETH Supply Squeeze & Bitcoin's Hashrate Bear Market

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(00:00:00) Clarity Act Vote, ETH Supply Squeeze & Bitcoin's Hashrate Bear Market
(00:00:55) SEC Piecemeal Framework Proposal
(00:01:37) ETH Supply Squeeze and ETF Inflows
(00:02:38) Bitcoin Mining Hashrate Bear Market
(00:03:35) SEC Charges $80M Ponzi Fraud
(00:04:06) Fed Rate Decision and Macro Risk

Today's briefing covers six of the most market-moving developments across crypto in the past 24 hours — from Capitol Hill to on-chain data to enforcement actions.

The Clarity Act's September 15 procedural vote is now confirmed, but a procedural vote is not a passage vote. The gap between those two things is where legislation stalls — and the SEC isn't waiting. Its parallel Regulation Crypto Assets proposal is already live, creating tiered fundraising limits and a safe-harbor exit path from securities classification. Two regulatory tracks are running simultaneously, and which wins will shape U.S. crypto market structure for years.

On Ethereum, BitMine's 53,501 ETH acquisition in a single week extends a 65-week buying streak, pushing total holdings toward 5% of circulating supply. Spot ETH ETFs recorded $824 million in weekly inflows — the strongest in ten months — while ETH rallied 33% through August. Supply is tightening from every direction.

Bitcoin's network hashrate is now 22–24% off its late-2025 peak, the longest hashrate bear market in Bitcoin's history. Public miners are redirecting capital toward AI and high-performance computing, with CoinShares projecting recovery only if BTC reaches $100,000.

Also covered: the SEC's $80 million Ponzi fraud charges against Pacific Private Money Group executives — 190 retail investors affected, only $17 million recoverable — and how the Fed's September rate decision functions as a binary macro trigger for the entire September rally thesis.

No hype, no price predictions. Just the facts that move markets.

This episode includes AI-generated content.
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