The SEC just canceled Friday's Regulation Crypto vote, ONE day before it was set to happen. "Unforeseen scheduling issue." No new date 🚨

One week of damage:
→ tokenized stock exemption delayed
→ flagship rulemaking vote scrapped on a day's notice
→ Clarity Act odds: hovering around 20%, all-time low territory. This was an 82% bill in February

The punchline writes itself: six days from now the CFTC hosts a conference literally titled "From Uncertainty to Clarity." You can't make it up.

Meanwhile US stocks closed at record highs and BTC slid under $63.5K. Same macro, opposite outcomes. Regulatory limbo is the spread.

Fun counter-signal: Norway's sovereign fund just hit a record 11,549 BTC exposure, +60% YoY.

Washington stalls, Oslo stacks 🫡