
Washington insider warns US defeat in Iran now “likely” – adding a new macro risk for Bitcoin
Kagan’s warning links Iran’s Hormuz leverage to oil, rates, and a new Bitcoin macro risk.
SEC and CFTC actions, state policy, ETFs, startups, and nationwide crypto market trends.

Traders are watching CPI, Washington’s crypto vote and expiring put hedges as Bitcoin holds near $80,000 despite US-Iran tensions.

The May 14 markup will show whether the crypto industry’s top legislative priority can attract enough bipartisan support to survive beyond committee.

US spot Bitcoin ETFs have drawn $3 billion since early April, providing a strong macroeconomic tailwind for MSBT's zero-outflow first month.

Trump pushed Bitcoin closer to U.S. policy recognition, but the wider ledger on price, trust, and adoption remains mixed.

BlackRock aims to capture a larger share of the rapidly expanding $30 billion tokenized asset market.

The markup will test whether the stablecoin compromise can survive pressure from banks, crypto firms and Democrats seeking ethics language.



