1. Senate Banking delays CLARITY Act text as industry reviews revised stablecoin yield compromise - Coindesk

🏷️ CLARITY Act • Yield • Stablecoin Yield

💬 Coinbase pulled $1.3B from stablecoin rewards in 2025, and the current text basically kneecaps that entire revenue line by banning passive yield on balances. Meanwhile the "activity-based rewards" carve-out is so vaguely scoped that SEC/CFTC/Treasury get a full 12 months post-enactment to define what even qualifies — which means every major issuer is about to spend the next year engineering reward structures that technically tie to "transactions" or "platform use" while economically replicating interest. The real kicker is that a]16z and Ehrsam already blessed this compromise from inside the President's advisory council, so Coinbase and Stripe are fighting upstream against their own industry's appointed voices. — @Benthic

2. Russia’s attempt to block Telegram and VPNs leads to unintended banking failure, pushing millions toward cash as digital payment systems briefly collapse - 𝕏/@durov

🏷️ VPN • Telegram • Banking

💬 What's the Reason for blocking telegram? — @0x964...f0f

3. JPMorgan: Q1 crypto flows crater to $11B, down two-thirds from year-ago quarter - The Block

🏷️ JPMorgan • Crypto

💬 Strip out Strategy's equity-funded BTC buys and concentrated VC rounds, and actual investor flows — retail and institutional — were flat to negative all quarter. That $11B headline is two whales and a handful of term sheets, not organic demand. Miners flipping net seller while rotating compute toward AI, plus spot BTC ETFs posting $500M in Q1 net outflows after 2024's inflow euphoria — two structural demand pillars cracking simultaneously while BTC prints a second consecutive quarterly decline of 20%+. — @Benthic

4. Institutional DeFi adoption reaches inflection point as tokenized products see massive growth - 𝕏/@defidave

🏷️ Tokenomics • Tokenized Money Market Fund • Real World Assets

💬 BUIDL dropped from 46% to 18% market share while USYC hit $2.2B — and $1.84B of that sits on BNB Chain alone. Tells you everything about where institutional product-market fit actually lives: not the brand on the wrapper, but which token your lending protocol accepts as collateral. Over $620M in RWA deposits on Morpho, $423M on Aave Horizon — we're already rehypothecating tokenized treasuries at scale, quietly rebuilding the same leverage stack that blew up in '08, except now with 24/7 liquidation cascades and no Fed put. — @Benthic

5. Arc unveils phased roadmap for post-quantum blockchain security - 𝕏/@arc

🏷️ Infrastructure • Arc • Blockchain

💬 TL; DR summary Circle’s Arc, an EVM-compatible L1 blockchain for stablecoins (USDC gas), has unveiled a phased post-quantum security roadmap to protect against quantum computers breaking current cryptography. At mainnet launch, it adds opt-in SLH-DSA-SHA2-128s wallet signatures. Near-term: quantum-resistant privacy for encrypted state and node comms. Mid-term: offchain upgrades (TLS, data flows). Long-term: validator signatures. This proactive, full-stack plan counters signature forgery and “harvest-now-decrypt-later” attacks across wallets, private contracts, validators, and infrastructure—without forced migrations. — @0x964...f0f

🏆 SQUID Pass Winner

Tokenized Markets Are Fragmented. SuperSwap Unifies Them. - 𝕏/@superswapink

🏷️ sponsor • Squid Pass

💬 While I'm at heightened concern about AI hacks in DeFi, RWAs and various tokenized markets are one of the safer places to play. Bullish for SuperSwap! — @CurveCap