GM to the winners club. Crypto Nutshell Pro #77 comin’ in with a bang… 💥🥜

If you’re new here, each Crypto Nutshell Pro is broken down into 2 sections:

The goal?

Help you understand exactly where we are in the cycle.

By now, you should have read through the following page: Read This First

(Click the button at the bottom of the page to continue the welcome series - there are 4 pages in total to read)

These give you a broad overview of the Crypto Nutshell Pro Portfolio and how we’re looking to play the second-half of this bull run.

And in case you missed last weeks Nutshell Pro, you can check that out here.

Now, let’s jump in…

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Bitcoin is at ~$78,000. Ethereum is at ~$2,300. Brent crude oil is back above $108.

April is now in the books.

And Bitcoin finished up 12%, its best month in a year.

The S&P 500 hit fresh all-time highs above 7,200, powered by blowout tech earnings. Bitcoin ETFs pulled in $2.44 billion for the month, nearly double March.

But…

Oil is pushing higher with the Iran war still ongoing. On top of that, Trump just rejected Iran's latest peace proposal.

So what's actually changed?

Well it turns out, a lot more than you'd think.

Let's get into it. 👇

The CLARITY Act Just Crossed the Finish Line (Almost)

This is the biggest development of the week and potentially the most important crypto event of the year.

On Friday, the final text of the CLARITY Act stablecoin yield compromise was released publicly.

After months of negotiations between the White House, Treasury, Senators Tillis and Alsobrooks, and both the banking and crypto lobbies, they've landed on language that both sides can live with.

The deal bans stablecoin issuers from paying yield that's "economically or functionally equivalent" to bank deposit interest.

So you can't just hold stablecoins and earn passive yield the way you'd earn interest in a savings account. That model looks like it’ll be dead.

But activity-based rewards survived.

If you're actually using stablecoins for payments, transfers, or real transactions on crypto platforms, companies can still offer rewards tied to that usage.

Think credit card cashback, but not savings account interest.

Coinbase CEO Brian Armstrong's reaction? Two words: "Mark it up."

Coinbase's chief legal officer called the language a win, saying it "preserves activity-based rewards tied to real participation on crypto platforms and networks."

The Senate Banking Committee is now expected to schedule a markup as soon as the week of May 11th.

If it passes committee, it moves to a full Senate vote.