According to @jchervinsky, society’s response to new technology progresses from denial to rational counterargument to name-calling, and he asserts that crypto is inevitable. According to the Wall Street Journal as cited by @jchervinsky, JPMorgan CEO Jamie Dimon told Coinbase CEO Brian Armstrong “you are full of sh*t” after Armstrong accused banks of blocking crypto-friendly legislation. According to @jchervinsky’s framing of this escalation, traders can treat rising institutional confrontation as heightened headline risk that may increase volatility for Bitcoin (BTC) and crypto-exposed equities such as COIN and JPM.

According to @BullTheoryio, the crypto market structure bill passed a 12-11 committee vote along party lines, with Republicans in favor and all Democrats voting no. @BullTheoryio reports the chair called the roll and confirmed the bill passes and will be reported, signaling advancement to the next legislative stage. Based on @BullTheoryio's report, traders may view this as incremental U.S. crypto regulation progress and position toward highly liquid assets such as BTC and ETH and U.S.-compliant exchanges amid expectations of clearer SEC and CFTC oversight. From @BullTheoryio's update, near-term trading focus centers on headline risk around the bill’s next steps and on assets most sensitive to regulatory clarity.

According to @BullTheoryio, the U.S. Senate Agriculture Committee has passed a crypto market structure bill that, per the source, gives the CFTC primary authority over Bitcoin (BTC) as a commodity rather than a security (source: @BullTheoryio). According to @BullTheoryio, the next steps include a full Senate vote, coordination with the House, and presidential action before the bill could take effect (source: @BullTheoryio). According to @BullTheoryio, traders can treat the upcoming legislative milestones as catalysts to monitor BTC exposure and derivatives positioning around committee passage, floor votes, and any signing decision (source: @BullTheoryio).

According to the source, two significant U.S. policy events are in focus: a Senate hearing on digital asset market structure and a public CFTC–SEC joint meeting aimed at regulatory harmonization in Washington. According to the source, traders should watch for signals on how the SEC and CFTC delineate jurisdiction, outline exchange compliance pathways, and coordinate oversight that could influence listings and liquidity. According to the source, the agenda centers on harmonizing rules across spot and derivatives venues, with potential clarity on supervision that informs venue registration and token issuance approaches. According to the source, headline risk from these proceedings and guidance on regulatory alignment are immediate factors for positioning in crypto trading.

According to @EleanorTerrett, citing Politico, Sen. Roger Marshall (R-KS) will not offer his credit card swipe fee amendment during the Senate Agriculture Committee’s crypto markup, and Sen. Dick Durbin (D-IL) is not expected to raise it either after lobbying from the White House and crypto proponents, a move she says is expected to smooth the bill’s path through committee. According to @EleanorTerrett, amendments still under consideration include ethics rules for government officials and their families, a requirement that the CFTC have at least four sitting commissioners following a consultation with the minority party, a ban on bailouts of crypto issuers, anti-fraud provisions for crypto ATMs, and restrictions on foreign adversary participation in U.S. crypto markets. According to @EleanorTerrett, weather conditions could delay the markup.

According to Eleanor Terrett, severe weather could delay the Senate Agriculture Committee’s crypto market structure markup vote, while the Federal Reserve is in focus with Chair Jerome Powell’s remarks and discussion of a possible replacement pick by Donald Trump; source: Eleanor Terrett on X and Crypto in America. These developments keep U.S. crypto regulation and Fed policy signals at the forefront for trading decisions in digital assets and related equities; source: Crypto in America.

According to Eleanor Terrett, the US Senate canceled Monday votes due to severe weather, with members likely arriving ahead of Tuesday’s late afternoon votes, leaving the Senate Agriculture Committee’s crypto market structure markup uncertain (source: Eleanor Terrett on X). According to Eleanor Terrett, she also asked a committee spokesperson whether the markup would proceed, underscoring that the committee’s timetable for crypto market structure action remains unclear (source: Eleanor Terrett on X).

According to @GOPMajorityWhip, House leaders are pressing the Senate to advance the CLARITY Act after the House passed it with bipartisan support to deliver comprehensive digital asset market structure legislation to President Trump. Source: @GOPMajorityWhip on X. According to @FinancialCmte's video featuring Chairman Rep French Hill, standalone dollar-backed stablecoin bills such as the GENIUS Act are insufficient without broader market structure, noting the House has approved such legislation twice over four years. Source: @FinancialCmte on X. According to the @FinancialCmte video, the stated priority is comprehensive market structure over standalone stablecoin policy, a trading-relevant push that centers regulatory clarity for digital asset activity. Source: @FinancialCmte on X.

According to @cas_abbe, CZ told CNBC at Davos that 2026 could mark a Bitcoin (BTC) super cycle, noting BTC’s usual four year cycle but arguing that a pro-crypto shift in the U.S. and follow-on moves abroad could break the pattern (source: @cas_abbe referencing a CNBC Davos interview). According to @cas_abbe, CZ added that over a 5–10 year horizon BTC going up is easy to predict and he has strong conviction about 2026 (source: @cas_abbe via CNBC). For traders, the super-cycle thesis reported by @cas_abbe from a CNBC Davos interview implies a potential sentiment tailwind for BTC trend strategies and a need to reassess assumptions tied to halving-driven cycles, with regulatory signals in the U.S. and other jurisdictions as key catalysts (source: @cas_abbe via CNBC).

According to @BullTheoryio, the U.S. Senate moved forward on crypto regulation as Chairman Boozman released a new draft and confirmed the bill is heading to a January 27 markup. According to @BullTheoryio, this signals lawmakers are no longer waiting for full bipartisan agreement, creating a defined near-term catalyst that traders can track for positioning and headline risk around the markup.

According to @EleanorTerrett, the Senate Agriculture Committee released a new crypto market structure draft, Chairman John Boozman said a deal with Democrats was not reached, and a committee markup is scheduled for Tuesday at 3 PM ET. Source: @EleanorTerrett. The committee oversees the Commodity Futures Trading Commission, placing the draft at the center of potential U.S. oversight for digital assets and derivatives trading. Source: U.S. Senate Committee on Agriculture, Nutrition, and Forestry; CFTC. A committee markup is the formal session where members debate and amend a bill before a committee vote. Source: U.S. Senate.

According to @EleanorTerrett, two weeks of negotiations to secure Democratic support were fruitless, the Senate Agriculture Committee’s crypto market structure markup next week is shaping up to be partisan, and the committee’s text is still slated for release tonight. According to Jasper Goodman of Politico, Chair John Boozman is preparing to unveil a GOP only crypto market structure draft as soon as tonight, a version not yet shared with Sen. Cory Booker and not expected to have his sign off. According to @EleanorTerrett, this partisan path is a negative signal for the Senate Banking Committee, which had hoped for a bipartisan deal to smooth its own markup. Per @EleanorTerrett and Politico’s reporting timeline, traders should watch for the text release and the partisan markup as potential regulatory headline catalysts tied to US crypto market structure.

According to @EleanorTerrett, the US Senate Agriculture Committee is expected to release the latest crypto bill text by close of business, with a committee vote slated for next week (source: @EleanorTerrett). She reports that Senate Banking is in a holding pattern on its markup, making Agriculture the near term venue to watch for legislative movement (source: @EleanorTerrett). For traders, this provides a defined policy headline timetable; monitor the text drop and subsequent scheduling as a potential catalyst for positioning and liquidity in BTC and ETH (source: @EleanorTerrett).

According to the source, Bermuda plans a fully on-chain national economy with involvement from Coinbase and Circle; source: public social media post dated Jan 19, 2026. The post provides no details on chain selection, rollout timeline, or regulatory specifics, so traders should wait for official confirmations from the Government of Bermuda, Coinbase (COIN), and Circle before positioning; source: public social media post dated Jan 19, 2026. Near-term watchlist includes USDC-related liquidity metrics and COIN headline sensitivity around any formal partnership disclosures or pilot announcements; source: public social media post dated Jan 19, 2026.

According to @CryptoMichNL, the Clarity Act has died, source: https://twitter.com/CryptoMichNL/status/2012888959781863755. He states that Coinbase CEO Brian Armstrong withdrew his support for the Clarity Act this week, source: https://twitter.com/CryptoMichNL/status/2012888959781863755. He adds that while the development may negatively impact crypto in the short term, he expects a positive outcome over time, source: https://twitter.com/CryptoMichNL/status/2012888959781863755. He provides an update video for further details, source: https://youtu.be/hxhmH0cXraM. For traders, his characterization of short-term negative impact suggests monitoring market sentiment and price reactions in majors like BTC and ETH to U.S. regulatory headlines, source: https://twitter.com/CryptoMichNL/status/2012888959781863755.

According to @iampaulgrewal, denying stablecoin users the ability to earn rewards like other asset holders is irrational, signaling explicit support for allowing rewards on stablecoin balances, source: https://twitter.com/iampaulgrewal/status/2012296668964864160. He states that references to deposit flight are bank lobbyist language for competition, highlighting a pro-competition framing of stablecoin reward programs, source: https://twitter.com/iampaulgrewal/status/2012296668964864160. For traders, this stance spotlights the policy narrative around stablecoin rewards and competition with bank deposits as a factor to monitor when assessing platforms that may offer or restrict reward features on stablecoin balances, source: https://twitter.com/iampaulgrewal/status/2012296668964864160.

According to Eleanor Terrett, Coinbase’s surprise withdrawal of support for the crypto market structure bill forced the Banking Committee to delay its planned Thursday markup (source: Eleanor Terrett on X, Jan 16, 2026). According to Eleanor Terrett, she asked Coinbase Head of U.S. Policy Kara Calvert whether talks with Banking Committee members had resumed following the withdrawal (source: Eleanor Terrett). According to Eleanor Terrett, Kara Calvert characterized the development as definitely a shock (source: Eleanor Terrett).

According to @EleanorTerrett, a segment titled Crypto Splits on Clarity features guests from Coinbase, Kraken, and Cahill with a public link to watch the discussion (source: X post by @EleanorTerrett on Jan 16, 2026). The post explicitly highlights the program’s focus on clarity, indicating the discussion topic and participants for traders seeking primary-source commentary (source: X post by @EleanorTerrett on Jan 16, 2026).

According to @iampaulgrewal, Coinbase will keep fighting for customer rights and for the 52 million Americans that have used crypto, emphasizing that competition—not monopoly—should allow people to earn more on their money (source: @iampaulgrewal on X referencing a Coinbase video post, Jan 16, 2026). For traders, this post provides a concrete U.S. adoption datapoint (52 million users) and confirms ongoing policy advocacy by a major U.S. exchange, with no specific product or pricing changes disclosed in the statement (source: @iampaulgrewal on X referencing a Coinbase video post, Jan 16, 2026).

According to @CNBC, Coinbase’s CEO said a key crypto vote was canceled at the last minute but can be rescheduled, signaling the process is deferred rather than abandoned (source: @CNBC). Based on the @CNBC report, the potential rescheduling preserves a defined policy event that traders can track for timing updates as a regulatory catalyst for crypto-exposed assets, including Coinbase shares and broader digital-asset markets (source: @CNBC).