Happy Monday!

Michael Saylor did not buy any fresh Bitcoin last week but he is getting ready for a big buying spree soon. What does it mean for the price of Bitcoin?

Coinbase has changed its mind about the CLARITY Act and is now backing it. What caused the sudden 180?

Plus, Matt Maley is positioning for a larger move in either direction using a two-sided TQQQ strategy. This Wednesday, he breaks down how he builds these trades, manages risk, and prepares for what comes next. Save Your Spot Now

TOP STORY

Michael Saylor Pauses Bitcoin Buys, But A $3B Acquisition Frenzy Could Start This Week, Analyst Says

Strategy chairman Michael Saylor skipped Bitcoin purchases this week — but analyst Taiki Maeda says the pause is temporary, expecting $2-$3 billion in buying over the next two weeks via STRC ahead of the May 14 ex-dividend date.

The pattern is consistent: Strategy bought $1.54 billion ahead of the March ex-dividend and $3.47 billion ahead of April's, with buying compressing into the final days — $1.21 billion on April 14 alone.

"People capitulated and sold the bottom and there aren't enough marginal sellers to push us lower anymore," Maeda posted, calling for Bitcoin $BTC above $80,000.

The chart agrees…

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The Next Big Move In Tech May Not Be One-Sided

Traders miss. Matt Maley is positioning for a larger move in either direction using a two-sided TQQQ strategy. This Wednesday, he breaks down how he builds these trades, manages risk, and prepares for what comes next.

QUICK N DIRTY

Bitcoin, Ethereum, XRP are doing well to start the new week despite renewed tensions in the Midlle East: here’s what else is driving markets today.

Elizabeth Warren is ringing the alarm bells over a dubious Iranian cryptocurrency exchange. What is she so upset about?

Ripple-backed Evernorth is eyeing a ‘Strategy-style’ model for XRP. What does that mean and what is the company up to?

FINTECH FOCUS

Coinbase Does A 180, Now Backs CLARITY Act: What Changed?

Coinbase is now backing a Senate compromise on stablecoin rewards that could finally break the CLARITY Act logjam.

The deal separates passive yield — which banks argued would drain deposits from regulated lenders — from rewards tied to actual crypto platform activity like trading, staking, and wallet usage.

Banks got tighter restrictions on yield-like payments; Coinbase protected what matters commercially: the ability to reward users for real platform engagement and keep dollar liquidity inside crypto ecosystems.

Chief Policy Officer Faryar Shirzad framed it as a win for both sides.

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