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| By Beth Canova |
This week brought about two big catalysts for the broad crypto market.
First, liquidity indicators indicate that Bitcoin (BTC, “A-”) has hit a local top to finally end the rally it began in March.
But on Friday, Juan Villaverde clarified in his update that This Correction’s End Is Already in Sight. His Crypto Timing Model sees a significant low on the horizon.
This is likely the 320-day-cycle low, expected to hit by late July.
The liquidity indicators diverge regarding how low this pullback will take us. But one thing they agree on is timing: Both show an uptick that corresponds with the upcoming low.
That means that no matter what Bitcoin’s price does, the best buying opportunity for the rest of 2026 will come this summer.
And Juan gives you one way you can use his Crypto Timing Model to help you pinpoint the best time to jump in.
The second catalyst was that The CLARITY Act Went to Markup …
And it passed!
In the crypto world, we’re used to progress at the speed of an on-chain transaction. But real-world legislative processes are much slower.
This particular milestone was initially scheduled for January of this year. But disagreement over language delayed a committee markup for five months.
Finally, this bill is ready to move to the Senate floor for a decisive vote.
That said, CLARITY has a few additional headwinds to consider, as Ron Hammond disclosed to your DeFi expert Marija Matić at Consensus Maimi 2026.
Ron is the Head of Policy and Advocacy at Wintermute, one of the largest crypto market makers in the world. And with decades of regulatory experience behind him, he’s been a strong voice in the pro-crypto side of the CLARITY debate.
In this exclusive interview, he shares his insight about CLARITY and what could be next comes next for crypto regulation and DeFi utility in the U.S.
Those were the big headlines of the week. And definitely the ones that’ll impact the market most in the near term.
But they’re not the only key insights your experts dug up this week …
AI Is Breaking Big Tech’s Green Energy Story
Two weeks ago, tech expert Jurica Dujmovic laid out the truth: AI is becoming less of a tech play and more of an infrastructure investment by the day. But this week, he clarifies: Don’t believe that green energy will be the solution here.
Even Microsoft (MSFT), which has already set the most ambitious green energy plans in the industry, is second-guessing sustainability. Because that infrastructure just can meet AI demand.
And through the cracks, savvy investors can find potential portfolio picks.
3 Days to 5 Seconds: Crypto’s Infrastructure Investment
While the AI infrastructure case makes its rounds, another infrastructure upgrade is happening much more quietly. This week, four separate entities — two crypto and two TradFi — united to do something incredible: Initiate a cross-border payment on-chain … and have it settled in a physical bank account on the other side of the world. In seconds.
Mark Gough lays out exactly what this could mean for tokenized funds in the immediate future. And for crypto broadly over the long term.
And he gives investors a hint at where they can start looking for opportunities in this buildout.
Your Car Will Soon Be Watching You
Starting this year in the UK and EU and next year in the U.S., we’ll enter a whole new era of surveillance. That’s because all three jurisdictions have ruled that all new cars must have cameras trained on drivers at all times. Monitored by AI, the goal will be to prevent drunk or exhausted drivers from hitting the road.
But at risk will be your image, voice, private conversations and location data. All scary to leave unsecured in the age of convincing deepfakes.
It’s no wonder the privacy narrative has resurfaced with strength! And in his latest update, Bob Czeschin breaks down the crypto leading this revival.
But that’s all for this week. Be sure to check your inbox tomorrow for your next Weiss Crypto Daily update.
Best,
Beth Canova
Crypto Managing Editor
