Bitcoin, Stablecoins & AI: What Every Crypto Investor Should Know This Week
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| By Beth Canova |
Something big dropped this week: The latest language for the CLARITY Act.
As a reminder, this is the keystone crypto legislation that outlines exactly what third-party institutions — both on-chain and off — can do with stablecoins. Those are digital dollars — pegged 1:1 to the dollar and backed by Treasury bonds and cash — that you can buy and swap on the blockchain.
In short, they are the single digital asset that can truly connect crypto to the real world.
Once passed, how people can earn yield on stablecoins will finally step into the sunlight of regulatory clarity. Which means we’ll likely start to see more stablecoin products offered and more opportunities to use stablecoins in daily life.
So, it’s a big deal.
And it is expected to play a huge role in tokenization and the ongoing infrastructure revolution. (More on that in the roundup below!)
President Trump campaigned on crypto reform and regulation,1 and Republicans in Washington are determined to get CLARITY passed before the end of summer. And that seemed possible earlier this year as, on May 14, 2026,2 CLARITY finally passed its committee votes.
But then it hit another wall: ethics.
There’s been a fair amount of debate over closing ethical loopholes in this bill regarding digital asset ownership. What that could look like has been a mystery.
Until now …
Yesterday, after a meeting at the White House, Senate Republicans finally released the initial draft of the ethics language. And it looks like this will start a whole new round of debates as Democrats have concerns over the enforcement of ethics violations.3
Does this mean CLARITY is dead in the water?
No.
It just means we’ll likely have to wait before this massive crypto catalyst gets the green light. With midterms coming up this fall, we’re probably not going to see any legislation come out of Congress after the summer break until we’re on the other side of Election Day.
So, when is the next likely CLARITY window?
Sen. Cynthia Lummis (R-WY) has said that if we don’t pass CLARITY by this summer, it’s unlikely we’ll see it signed into law before 2030.4
That sounds extreme, but the pace of the American legislative process moves slow on purpose.
Still, with crypto growing and integrating into existing systems at increasing rates, the stakes grow higher the longer stablecoins remain unregulated. Which should light a fire in the halls of the U.S. Capitol.
For now, this remains a slow-moving catalyst no crypto investor should ignore. Which is why your crypto experts will keep you in the loop right here, in our daily updates.
But it’s not the only thing to watch. Here are the other key highlights your team had for you this week …
Has Bitcoin Already Bottomed? This Price Level Could Tell Us
Juan Villaverde’s macro indicators have nailed this summer’s crazy ups and downs: A double bottom between June – July and a relief rally that caps off between now and the first week of August.
Now, those same indicators may just be able to confirm that this wasn’t just your typical medium-term low. But the bottom of a much larger and more powerful cycle. One that gives us a definitive bottom limit … and the potential for more upside in the long run.
And he has one way you can benefit from his indicators.
Big-Foot Crypto Investors Aren’t Waiting for Bitcoin to Bottom
Not everyone is waiting for the official bottom to be in. Long-term investors and big-foot investors (called whales) have already begun to buy. In her update, DeFi expert Marija Matić highlights what she’s seeing on-chain to verify this behavior. And what catalyst these whales have seen that reignited their “buy” appetite.
Visa, Mastercard and Even Western Union Have Joined Crypto’s Quiet Revolution
The TradFi giants move trillions across borders. Heck, Western Union has been doing it since 1871! And now, ALL are quietly rebuilding their pipes to carry digital dollars. That choice is telling.
While the market obsesses over token prices, crypto is being wired into the plumbing of everyday payments, rails that keep running no matter what the cycle does. The key for investors is in spotting which rails will attract the biggest TradFi clients.
Wall Street Sees Crypto as the Building Blocks of the AI Economy
This thesis suggests the payment rail revolution should expect to see some real rocket fuel as agentic AI becomes commonplace.
AI agents are software that can act autonomously. To do that, they need to be able to run for fractions of a cent. Our existing rails don’t allow for that. But crypto networks do. And in this update, Mark Gough gives you three very different ways you can get exposure to this trend and catalyst.
Sovereign AI Says Second-Best Tech Could Still Make Billions
AI investors sit at a tough crossroads: Invest in the sector leaders for a premium … or go the speculative road and place a long bet on a decentralized AI play.
But that might be changing thanks to sovereign AI. This puts control over AI development, deployment and use into the hands of a specific entity, like a government. And its rise means our investment thesis shifts from the company that produces the best tech … to one that has the right passport.
And that opens up opportunities for investors to get into the second-best — and cheaper — AI alternatives. Tech expert Jurica Dujmovic breaks down the six AI plays that could give you a discounted entrance to AI exposure.
But that’s all for this week! Be sure to look for your next Weiss Crypto Daily update tomorrow.
Best,
Beth Canova
Crypto Managing Editor
