Ben, Guy (CoinBureau), and Rob (Digital Asset News) discuss crypto regulation, inflation, and market outlook for mid-2026.
Key Points
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The Clarity Act passed Senate committee but ethics provisions blocking political crypto profits remain a dealbreaker
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Oil shortages from the Hormuz crisis expected to spike inflation as strategic reserves run dry
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Incoming Fed Chair Kevin Worsh likely to raise rates to avoid repeating Powell's "transitory" mistake
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Real estate is sluggish; short-term rentals holding but softening
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Gold expected to outperform Bitcoin through the typical midterm-year crypto weakness
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Bitcoin miners pivoting to AI highlighted as a dual-exposure play
Takeaway Macro headwinds and regulatory uncertainty suggest caution in crypto through mid-2026. Building dry powder and favoring hard assets over altcoins appears to be the smarter play right now.
