Strong reaction last couple days. Market sniffing out a new dynamic?

Truly amazing what can be accomplished when a politician is polling within the MoE in the swing states. Prob needs to do a *tad* more to court these voters (which I’m told don’t exist).

By my estimates, Stand With Crypto🛡️ advocate signups alone in the battleground states of AZ, GA, MI, NC, NV, PA and WI will likely end up equaling 0.5-1.5% of total voters in each (if we're anywhere close to 2020 vote totals - a record btw). Real potential for strong post-election

Our good friends at the SEC reserving rights to object to distribution of the FTX estate's "Cash" in the form of USD stablecoins. They've requested the Debtors remove the provision. I wouldn't read too far into it, but indicative of the constant stonewalling.

FDU poll on crypto ownership effects on voting behavior seems to track well with what we see at the grassroots level. Somewhere around 1.5% total vote impact should be terrifying for Harris. And I think there’s a decent argument that impact isn’t entirely reflected in current

Getting into the fun part of the election cycle soon where EV starts and people start really parsing signals from prediction markets. PMs were still kind of under the radar last few cycles, but feels like this is may finally be the moment they take center stage on Election Day.

It really can't be overstated how much the regulatory environment is hampering innovation. SEC is still out here throwing cold water on simple stablecoin transfers (see FTX filing). Tough to build and attract users on a foundation of sand. All eyes on November 5.

Deaton is not going to win in the MA general, but there may be clues as to crypto voter turnout in these results. Noise level very high (eg, he had much more funding), but this is probably what you want to see. Caution warranted ofc.

So most importantly, appears to compel SEC to produce discovery related to their Howey analysis on digital assets, but excludes purely internal SEC communication w/o third party attachments (deliberative process privilege) and communications involving the Commissioners (Gary can