Cardano isn't dead and can at least triple from here, since bitcoin still has at least a double left to run. ADA probably won't beat most coins this cycle. x.com  x.com 

US-based crypto projects are set for an H2 2026 breakout as US policy turns pro-crypto. Kevin Warsh, seen as relatively pro-crypto, becomes Fed Chair in May, and the CLARITY Act, with roughly 50% odds of passing, would clarify rules for digital commodities, exchanges and RWAs. US teams are shipping: Stellar has ISO 20022 compliance and over $1.4B of RWAs, and Western Union is launching a stablecoin on Solana. XRP and Stellar look set to lead cross-border payments. x.com 

Cardano is getting smoked because it pumped on the L1 narrative and hasn't been cool since 2021; even if that narrative catches a bid again, newer projects and narratives may pass it by. x.com 

Cardano may be preparing for a bigger move than many expect: it is still holding the same level it held during the last bear market while whales keep accumulating in the background. x.com 

Ether and other altcoins that benefit from clearer rules could keep outperforming ahead of the CLARITY Act, because clearer US rules on tokens and crypto businesses would give investors more confidence. As with the long wait for bitcoin ETF approval, anticipation alone can drive a rally before passage, and strength in LIT and ETH against bitcoin suggests traders are betting on good news. A delay could hurt short term, but if passage still looks likely, the anticipation trade should persist. … Show more

Wall Street seems to be ditching legacy altcoins such as Cardano and Polkadot. Grayscale pulled its ETF filings for both after a year, right after pulling its Hedera ETF. x.com 

Coinbase stands to be a major long-term winner from the CLARITY Act, which would remove the regulatory uncertainty keeping Wall Street institutions out, making the largest compliant US exchange their first stop. A Tillis-Alsobrooks compromise bans pure passive stablecoin interest but allows rewards tied to real usage, so Coinbase can keep paying active users, though stablecoin products, about 20% of 2025 revenue, need adjusting. Markup is set for May, with signing possible by July-August. x.com 

Stablecoins and tokenization are clearly heading one way, and risk-reward in Coinbase, Robinhood, SECZ and Circle heavily favors buyers. In ten days, the SEC chair said tokenization rules are moving toward a long-term framework, the SEC allowed on-chain trading of tokenized stocks, and the CFTC sent crypto market rules to White House review. IBM linked to Swift's blockchain for 24/7 tokenized deposits, and ARK is tokenizing its venture fund holding OpenAI and Anthropic. x.com 

Cardano remains mediocre despite claiming to be the best: its maximum theoretical throughput is about 18 TPS while usage is near 0.2 TPS. Its scaling upgrade has been awaited for over a decade, with Input Endorsers promised in 2017 and Leios announced in 2022, and even once released it will be uncompetitive against chains with 40k+ TPS and subsecond block times. Leios should prioritize speed over capacity; Cardano is improving, but actions speak louder than words. x.com  x.com  x.com  x.com  x.com 

Tokens that fund buybacks from revenue gained another reason to catch a bid after SEC staff said buybacks alone don't make an otherwise non-security token a security once its protocol is live. More usage can mean more fees for buybacks: Hyperliquid fees buy HYPE, Raydium swap fees buy RAY, and Pump, Jupiter, PancakeSwap, Aster, NEAR, Pendle, Maple and Sky do similar. Uniswap burns UNI from pool fees; Lido's DAO buys LDO by accumulation. Buybacks must be big relative to market cap and new supply. … Show more