Crypto Draws the Lines: Banks, Bitcoin & the End of InfoFi

This week marked a decisive phase shift for crypto — from regulatory ambiguity to institutional definition.In this episode:The CLARITY Act and why stablecoin yield just became a bank-only privilegeWhy live ETFs now legally de-risk entire asset classesBNY Mellon’s tokenized deposits and what “real” on-chain money looks likeStrategy’s $1.25B Bitcoin buy and MSCI’s quiet reversalBitcoin’s short squeeze, ETF inflows, and $100K oddsX’s shutdown of InfoFi and the collapse of engagement farmingPolygon’s U.S. payments pivot, Base’s trading-first strategyNFT market bifurcation and where liquidity is actually flowingClear regulation. Real money. Less noise.