GM to the winners club. Crypto Nutshell Pro #79 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…

<sub>If you’re new here, this is a weekly personal research report intended as a tool for you to complement your own analysis. These insights are not recommendations but rather what is being considered for investment and the rational behind the choices.

Please note that this information is exclusive to Crypto Nutshell Pro members, so refrain from sharing it. You are free to use it as you wish—whether as a starting point for your own research, as a tool to enhance your research skills, or simply to track how things unfold.</sub>

_{Ultimately, the choice of how to use this information is up to you. If you choose to invest based off this information, you accept full responsibility for that decision.}

<sub>This report presents a simplified & filtered overview of an extensive research process, which is based off high-quality data from paid reports, newsletters, and tools. Accessing this data is costly, costing tens of thousands per year, as many sources employ dedicated teams for data collection.

Crypto Nutshell Pro serves as a filter, analysing and synthesising this data to provide unique insights, drawing from deeper crypto expertise compared to many source teams. By starting with top-tier research, we aim to refine it into valuable insights for you to further explore and utilise as a resource.</sub>

This was supposed to be a celebration week.

The CLARITY Act passed committee. Kevin Warsh was confirmed as Fed Chair. And Bitcoin briefly touched $82,000.

Then the bond market showed up and reminded everyone who's actually in charge.

On Friday, $1.2 trillion was wiped from US stocks.

Bitcoin gave back its entire CLARITY Act rally.

Bond yields surged to levels not seen since 2025. And the market started pricing rate hikes instead of cuts.

Two enormous forces are colliding right now. And this week made it impossible to ignore.

Let's get into it. 👇

The CLARITY Act Passed Committee. This Is Historic.

On Thursday, the Senate Banking Committee voted 15-9 to advance the CLARITY Act.

Two Democrats crossed the aisle to vote yes: Senators Gallego and Alsobrooks.

If you've been reading our coverage, you know we've been tracking this bill for nearly a year.

We've watched it stall in January, nearly die over the stablecoin yield debate, get rescued by a White House intervention, and inch forward through months of negotiations.

This is the furthest crypto legislation has ever gotten in the United States. And it’s a big deal.

Fidelity released a statement commending the vote, calling it "a balanced approach that will offer statutory clarity to digital asset markets."

Coinbase's chief legal officer said it's "on like Donkey Kong."

The crypto industry is treating this as the regulatory green light they've been waiting for.

But today we want to dive deeper and answer the question:

What does this bill actually mean for specific assets?

The CLARITY Act creates a five-part decentralisation test that determines which tokens are treated as commodities and which get classified closer to securities.