U.S. Treasury Secretary Scott Bessent just urged Congress to pass the CLARITY Act. When the Treasury pushes for crypto market structure legislation, it’s clear that digital assets are a national economic priority. #CryptoRegulation #CLARITYAct #DigitalAssets

The White House CEA just dismantled the banking lobby's main argument against stablecoins. New report shows that yield-bearing stablecoins would cause "little harm" to bank lending. Data > Fear-mongering. Time to let the technology compete on its merits. #Stablecoins #Fintech

Visa just called game on the AI payment wars. Instead of fighting Stripe, OpenAI & Google at the protocol layer, they built the settlement layer underneath all of them. It's not an AI story. It's a stablecoin story wearing AI clothes. #Fintech #AgenticCommerce

The last advantage offshore crypto exchanges had just vanished. CME Group goes 24/7 on crypto futures & options from May 29. No more weekend gaps. No more waiting for Monday to manage risk.

Volume will shift from Binance & Bitflex.com perps into regulated CME contracts - especially from hedge funds & macro desks who need clearing guarantees compliance can sign off on. The TradFi/crypto gap is officially closed. Game on. #Crypto #CME #DigitalAssets #TradFi

The AI x Blockchain narrative just got real. Biconomy & Ethereum Foundation co-published ERC-8211, letting AI agents execute complex DeFi strategies on-chain with hardcoded safety constraints. Autonomy without the unlimited risk. The agentic economy is here. 🤖⛓️ #DeFi #AI

The institutional taming of Bitcoin continues. Goldman Sachs just filed for a Bitcoin Premium Income ETF - a covered-call strategy to generate monthly yield. TradFi used to hate BTC because it had no yield. Now they're engineering one. The bridge is open. 🌉📈 #Bitcoin #ETFs

Massive news for crypto adoption: Charles Schwab Corp is launching direct spot trading for #Bitcoin and #Ethereum. Clients can now trade crypto side-by-side with traditional equities. The walls between TradFi and digital assets are coming down fast. 📈🏦 #Crypto #Fintech

Deutsche Börse didn't buy a crypto stake. They bought a pipe into Fedwire. Kraken's Fed account makes correspondent banks optional for wholesale settlement. That's the whole play. The incumbents are securing the rails - not the tokens. COSIMO digital #DigitalAssets #Crypto

Schwab just gave 39 million accounts a "buy Bitcoin" button. $12 trillion in AUM. Same interface as their index funds. The friction that kept traditional investors out is gone. Distribution just changed permanently. COSIMO digital #Bitcoin #InstitutionalFinance

HSBC got a stablecoin licence in Hong Kong and tested tokenised deposits on a public blockchain. An HKD stablecoin lands in PayMe - 7M retail users - in H2 2026. Programmable bank money just left the treasury. It's going retail. COSIMO digital #Stablecoins #Tokenization

$2 TRILLION in enterprise software market cap. Gone. Q1 2026. Software P/E collapsed from 84x to 22.7x. For the first time ever, software trades at a DISCOUNT to the S&P 500. This isn't a dip. It's a structural repricing. The seat licence is dead. 🧵

The SaaS model was simple: charge for the number of humans who need access. But when an AI agent does the work of 10 employees, you stop buying 500 @Salesforce seats. You buy 50. Or you renegotiate entirely. The link between software value and headcount has been severed. 📉

The clearest proof @jasonlemkin runs @SaaStr AI with 3 humans and 20+ AI agents. Salesforce is the system of record. Almost nobody logs in. The agents do. They spend 15x more on agents than on CRM licences. This is the headless enterprise. Your UI value? Approaching zero. 🤯

Outcome-based pricing is the new moat. Charge for the result, not the access. The winner isn't the cheapest. It's the indispensable one. 🎯

VC, founder, or enterprise buyer - the playbook has changed. Defend legacy margins and you lose. Deliver measurable outcomes and you win. Full breakdown by @sethdobrin in @SiliconSandsNews - one of the best pieces I've read this year. #SaaS #AI #COSIMOdigital

The legacy financial system was built for humans. The next wave of commerce will be driven by AI agents. As Nikil Viswanathan from @AlchemyPlatform notes: crypto isn't just an alternative financial system. It's the native infrastructure for autonomous AI. #AI #Crypto #Web3‌‌

When the facts change, update your thesis. @CathieWood concedes stablecoins have won the real-world payments race ($390B annualized). #Crypto #StablecoinsBut what they left behind for #Bitcoin is the better seat: a pristine macro reserve asset for institutions.

Meta tried to build its own global currency, Diem. Congress killed it. Now they're back, quietly paying creators in USDC via Stripe on Solana. No licensing burden, no reserve audits. Circle handles compliance. Meta just plugs in. 3.3B users. 160+ countries by year-end. #Meta

Camilla Cavendish in the FT nails it: the AI anxiety trap is real. Parents panic-buying STEM tutors. Boardrooms panic-hiring "AI strategists." The skills that actually endure? Adaptability. Curiosity. The ability to fail and recover. Don't fear AI. Learn alongside it. #AI