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🏛️ Latest U.S. Market Update 🇺🇸 The Fed just delivered another inflation surprise, projecting 2026 PCE inflation at 3.6%, suggesting price pressures could remain more persistent than expected. Interest rates are currently at 3.50%–3.75%, while markets had been concerned about the possibility of further hikes. However, weaker employment data has pushed the estimated probability of a September hike down to around 44%, giving risk assets — including crypto — some breathing room. The bigger problem? Recession fears are returning. Meanwhile, a stronger dollar and the 10-year Treasury yield near 4.1% continue to create headwinds for risk assets. Potential beneficiaries: 🟢 Digital gold — $PAXG and $XAUT gained around 8.7% last week 🟢 Revenue-generating protocols — $UNI, $CRV Under pressure: 🔴 Meme coins and political tokens 🔴 $CRO , which has fallen roughly 14% this week following Trump Media’s withdrawal from its deal with Crypto.com, reportedly involving around $361M in crypto But there’s another development that may be getting overlooked: 🏛️ The U.S. Senate has advanced the Clarity Act, a proposed crypto market-structure framework, ahead of the August recess. If it progresses, clearer regulation could become a meaningful long-term catalyst for the crypto industry — potentially marking another major policy win for the Trump administration following the stablecoin legislation. My current view: $BTC could remain range-bound around $62K–$66K ahead of the next FOMC decision. If regulatory momentum continues, assets that could benefit more directly from clearer market rules — such as $XRP and $ADA — may have an opportunity to outperform the broader market. So what matters more to you right now? 📉 Interest-rate expectations or 🏛️ Regulatory clarity? $BTC $XRP $ADA $PAXG $XAUT #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges