Charles d'Haussy@charlesdhaussy · 2026/08/25政策影响Crypto went Burj Khalifa these past days. Three forces behind it.
𝟏. 𝐓𝐡𝐞 𝐥𝐢𝐪𝐮𝐢𝐝𝐢𝐭𝐲 𝐩𝐢𝐯𝐨𝐭
Treasury flipped the risk-on switch. Bessent doubled long-bond buybacks. The market read it simply: money printer back on.
𝟐. 𝐈𝐧𝐬𝐭𝐢𝐭𝐮𝐭𝐢𝐨𝐧𝐬 𝐥𝐞𝐚𝐝, 𝐫𝐞𝐭𝐚𝐢𝐥 𝐬𝐢𝐭𝐬 𝐨𝐮𝐭
Wintermute: institutions now 72% of OTC spot. Retail is largely absent, still parked in equities.
𝟑. 𝐓𝐡𝐞 𝐫𝐮𝐥𝐞𝐬 𝐫𝐞𝐰𝐫𝐢𝐭𝐞
The SEC's "Regulation Crypto Assets" is the first crypto fundraising rule in 90 years. Trump named DeFi, and the CFTC is working to bring perps onshore. Regulated decentralized perps just got a green light.
𝐌𝐲 𝐭𝐚𝐤𝐞: most crypto prices are back to May levels, with some way to go before intrinsic value catches up. I'll rejoice when we get there.
Major bank analysts are bullish, and I won't contradict them.
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Charles d'Haussy@charlesdhaussy · 2026/08/25观点输出https://t.co/QKANM37dXD
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Charles d'Haussy@charlesdhaussy · 2026/08/25观点输出re-reading @AntonioMJuliano recent blog post.
👓🧑🎓 https://t.co/0n8LjIhb1j
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles d'Haussy@charlesdhaussy · 2026/08/25赛道影响DYDX Chain is not affected by Cosmos EVM Vulnerabilities and keeps running. ⏱️🔒
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Charles d'Haussy@charlesdhaussy · 2026/08/24政策影响Foreign investors just dumped $29 billion of US Treasury bills and Washington is building a replacement buyer: stablecoin issuers.
-They're not leaving America: they bought $181.4 billion of US stocks in June, but sold T-bills for the second month straight.
-Every digital dollar held abroad (USDT, USDC) becomes demand for US debt at home: Tether alone holds ~$115B of T-bills, Circle runs USDC reserves through a BlackRock money fund.
The GENIUS Act plus Treasury's Aug 17 rule complete the framework. The Sept 16 TIC report will show if the handoff from foreign sellers to stablecoin buyers is real.
Tldr:
"The dollar's global role used to be defended by armies and oil. Now it might be defended by software."
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Charles d'Haussy@charlesdhaussy · 2026/08/23政策影响RT @P3b7_: There's some FUD circulating about Ledger signers, pushed by a "smart contract security" company claiming a vulnerability in the…
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Charles d'Haussy@charlesdhaussy · 2026/08/23观点输出@shan3v dYdX
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles d'Haussy@charlesdhaussy · 2026/08/22赛道影响RT @IranObserver0: ⚡️JUST IN: The United Arab Emirates has begun protecting its Oil Storage Tanks with Cages against Drone Attacks
This ap…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Charles d'Haussy@charlesdhaussy · 2026/08/21观点输出RT @ethlabs_org: Ethereum.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Charles d'Haussy@charlesdhaussy · 2026/08/20观点输出Textbook $ETH Burj Khalifa right here. https://t.co/cZceqrQR4s
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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