Cathie Wood: Reaganomics 2.0 Could Boost Bitcoin as Diversifier

ARK Invest CEO Cathie Wood is framing the next three years as “Reaganomics on steroids,” a policy-driven regime she believes will reshape the investment landscape. In her 2026 outlook, Wood argues this environment—characterized by deregulation, tax cuts, and technological breakthroughs—will strengthen the US dollar, cap gold prices, and elevate Bitcoin’s role as a unique portfolio diversifier, challenging its simpler “digital gold” narrative. She positions crypto explicitly within a story of US policy and productivity, suggesting allocators may need to fundamentally reconsider Bitcoin’s place in portfolios.

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SEC Chair Backs Crypto Market Structure Bill as Congress Votes

SEC Chair Paul Atkins has thrown his weight behind the bipartisan CLARITY Act, framing this week’s Congressional vote as a historic opportunity to bring regulatory certainty to digital asset markets and cement the United States’ position as the global crypto capital. With the Senate set to mark up the legislation on January 15, 2026, industry leaders are heralding the moment as a potential turning point that could end the crypto winter and propel Bitcoin toward new all-time highs.

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US Crypto Bill Nears Senate Vote with Bipartisan Support

After five turbulent years marked by market collapses and regulatory hostility, the United States stands on the brink of establishing its first comprehensive framework for digital assets. A bipartisan crypto market structure bill, championed by Senators Cynthia Lummis and Tim Scott, is advancing toward Senate deliberations, aiming to bring long-sought clarity by defining Bitcoin and Ether as commodities under the CFTC’s watch. While key lawmakers express optimism for passage, analysts warn that political dynamics could delay final implementation for years.

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Crypto’s 2026 Rally Faces 3 Key Hurdles: Regulation, Markets, Fallout

The cryptocurrency market has opened 2026 with robust gains across major assets like Bitcoin (BTC) and Ethereum (ETH), yet the sustainability of this rally is not guaranteed. According to Matt Hougan, Chief Investment Officer at asset manager Bitwise, three significant obstacles must be cleared for the upward momentum to continue: moving beyond a historic liquidation event, navigating crucial regulatory legislation, and avoiding a sharp downturn in traditional equity markets. While Hougan outlines a path for cautious optimism, other analysts warn that Bitcoin may still be in a bearish phase, highlighting a divided outlook for the year ahead.

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CLARITY Act Faces Years of Delays Despite January Markup

The announcement of a January 2026 markup for the CLARITY Act has been framed as progress toward finishing the job of U.S. crypto regulation. In reality, this procedural step merely opens a multi-year pipeline where the most contentious questions—from defining a security to regulating decentralized finance—remain unresolved in bracketed statutory text. The path from markup to binding law involves merging competing Senate drafts, securing supermajority votes, navigating presidential politics, and surviving inevitable court challenges, meaning market participants face years of regulatory uncertainty before any final framework is implemented.

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Senate Crypto Bill Advances Amid Regulatory Power Concerns

The U.S. Senate is poised to take a critical step toward establishing the nation’s first comprehensive crypto regulatory framework, with the Digital Asset Market Clarity Act scheduled for a January committee markup. While this marks significant legislative progress following bipartisan House approval, the advancement is clouded by deep Democratic concerns over presidential power and fears that the bill could centralize the industry, favoring established giants over innovative startups.

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Trump Crypto Adviser Slams NYT Conflict Claims

Donald Trump’s top cryptocurrency adviser David Sacks has publicly criticized a New York Times report alleging potential conflicts of interest in his government role. Sacks dismissed the investigation as a ‘nothing burger’ lacking substantive evidence. The White House AI and crypto czar claims he had previously debunked the newspaper’s reporting over several months.

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OpenAI’s Contradictory Stance on Government AI Funding

OpenAI CEO Sam Altman’s public denial of seeking government guarantees for AI data centers stands in stark contrast to the company’s official October 27 letter to the White House explicitly requesting federal loan support and financial backing. The contradiction emerged after CFO Sarah Friar’s comments about federal “backstops” sparked immediate backlash from political figures and industry leaders, revealing a pattern of conflicting messaging from the AI giant about its relationship with taxpayer funding.

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Sacks: AI’s Real Threat is Government Surveillance

Former US crypto and AI czar David Sacks has issued a stark warning that artificial intelligence’s greatest danger lies not in science fiction scenarios of robot uprisings, but in government surveillance and information manipulation. Speaking on a16z’s podcast, The Ben & Marc Show, Sacks argued that AI’s potential for population monitoring and information control represents a more immediate and tangible threat than autonomous systems. His comments come amid growing tensions between AI innovation and regulatory oversight in the United States, with Sacks specifically criticizing what he characterizes as heavy-handed approaches from the Biden administration and Democratic-led states.

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Trump Nominates Michael Selig to Lead CFTC, Boosting Crypto

President Donald Trump has nominated SEC official Michael Selig to chair the Commodity Futures Trading Commission, signaling a renewed focus on cryptocurrency policies. The nomination, announced by White House crypto and AI czar David Sacks, comes as the agency operates with multiple vacant seats and could reshape US digital asset regulation.

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AMD & OpenAI Forge AI Deal Worth Billions

AMD and OpenAI have announced a transformative partnership to develop AI infrastructure that could generate tens of billions in new revenue for the chipmaker. The strategic alliance, revealed by AMD CEO Lisa Su and OpenAI President Greg Brockman during a Bloomberg Tech interview, underscores the critical role of specialized hardware in the accelerating artificial intelligence race, while White House officials and industry leaders weigh in on the broader implications for global competition and digital advertising.

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Plasma Meme Coin Hits $60M Amid Stablecoin Network Boom

The Plasma stablecoin network has become an unexpected hub for meme coin activity following its mainnet beta launch, with the Trillions token briefly reaching a $60 million market capitalization before falling sharply. This speculative frenzy emerged just days after Plasma attracted $5.5 billion in total value locked and saw its native XPL token soar to a $2.3 billion market cap, highlighting how serious financial infrastructure projects can attract degenerate crypto trading despite official disclaimers.

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