clarityact

Hai semuanya 👋
Saya ingin membahas angka hari ini. Angka nyata. Karena saya rasa skala apa yang terjadi di pasar ini saat ini tidak sepenuhnya dipahami oleh kebanyakan orang.
Mari kita mulai dengan data aliran institusional minggu lalu.
Dana crypto menyerap $858 juta hanya dalam satu minggu. Lebih dari $700 juta dari jumlah itu langsung masuk ke produk Bitcoin. Bukan altcoin. Bukan DeFi. Bitcoin.
IBIT BlackRock kini memegang $66,9 miliar dalam aset yang dikelola. Sendirian. Itu 66% dari seluruh pasar ETF Bitcoin spot di AS — yang telah melampaui $106 miliar dalam total AUM.

🇺🇸🇮🇷 TRUMP TORPEDOES IRAN PEACE DEAL: "TOTALLY UNACCEPTABLE"
President Donald Trump publicly rejected Iran's formal response to the US peace proposal over the weekend, declaring the offer "TOTALLY UNACCEPTABLE" on Truth Social without providing further detail.
The move has sent diplomatic efforts back to square one.
What Iran Actually Demanded:
· An immediate cessation of conflict on all fronts
· Guarantees against future US "aggression"
· US reparations for war-related damages
· Full recognition of Iranian sovereignty over the Strait of Hormuz
· Lifting of all US sanctions and the naval blockade
Trump's blunt assessment: Speaking to reporters on Monday, Trump called Iran's offer "stupid" and "garbage," warning that the April 8 ceasefire is now on "life support". He also accused Iranian negotiators of "playing games".
The core sticking point: Tehran insists the naval blockade must be lifted before any nuclear negotiations, a precondition Trump flatly rejects. Trump, by contrast, demands that Iran first commit to at least 12 years of zero uranium enrichment before any economic relief.
Meanwhile, former Israeli Prime Minister Benjamin Netanyahu made it clear that the war with Iran is "not over" until Tehran's stockpile of enriched uranium is physically removed from the country and its nuclear facilities are dismantled.
The IAEA has confirmed that Iran currently holds over 440 kilograms of uranium enriched to 60% purity, a technical step just short of weapons-grade material.
---
🚢 STRAIT OF HORMUZ: NAVAL CLASHES CONTINUE
The US military disabled two more Iranian-flagged oil tankers in the Gulf of Oman on Friday, continuing the enforcement of the naval blockade that has been in place since April 13.
What is the status of the waterway?
· The US is enforcing a full naval blockade of Iranian ports
· Iran, in return, has enforced a de facto blockade of its own, forcing non-allied vessels to pay a fee to use the strait
· The US position: "No vessel may enter or depart Iranian ports" as long as the blockade is in effect
· CENTCOM has stated that its actions are "self-defense" responses to Tuesday's direct attacks on American naval destroyers
The ongoing military confrontation in the world's most important oil chokepoint continues to inject a sustained risk premium into global crude prices.
---
₿ CRYPTO MARKET
Bitcoin retreated from overnight highs after failing to break above $82,400.
Current Market Data (CoinMarketCap, May 12):
Asset Price 24H Change
BTC $81,739 ▼ -0.59%
ETH ~$2,379 +0.79%
Bitcoin briefly touched $82,400 on May 11 before sellers stepped in and pushed price back. Over $118 million in major token unlocks are scheduled across the market this week, including $11.28 million worth of APT tokens unlocking on May 12, which may add to short-term selling pressure.
The total crypto market cap is hovering just below $2.8 trillion.
Ethereum continues to grind higher with a steady 5% weekly gain, though it remains stuck beneath the key $2,400 resistance level. Bitcoin dominance remains elevated near 58.7%, indicating capital is still largely concentrated in the leading asset rather than broadly rotating into altcoins.
Toncoin (TON) processed nearly 67 million transactions in April, its best month of the year, with trading volume hitting an all-time high of $4.15 billion. Onn O (ONDO) has also seen massive whale accumulation, with large wallets adding 77.7 million tokens over the past month.
Market sentiment: The Fear & Greed Index is holding near 48, firmly in neutral territory, reflecting market indecision ahead of this week's macro and regulatory catalysts.
---
🏛️ MACRO & FED WATCH
All eyes are on Wednesday's April CPI report.
Economists expect month-on-month inflation to come in at 0.6%, down from 0.9%. However, Cleveland Fed's inflation nowcast suggests a potential reacceleration of headline inflation, which could complicate any dovish shift by the Fed. A hot print would almost certainly keep rate cuts off the table for the remainder of the year.
Kevin Warsh has now been confirmed as the next Federal Reserve Chair in one of the most partisan confirmation votes in history. Powell will remain on the Board of Governors until 2028. The market remains unconvinced about any near-term easing—CME FedWatch currently shows a 93.8% probability of a June hold.
---
📜 CLARITY ACT HEADS FOR KEY SENATE VOTE
The Senate Banking Committee will hold its markup hearing for the CLARITY Act on Thursday, May 14, at 10:30 AM ET in the Dirksen Senate Office Building.
In a significant development, Chairman Tim Scott has confirmed the committee will vote on the long-awaited legislation at the conclusion of the hearing. The bill would establish a formal regulatory framework for digital assets, define oversight responsibilities, and provide clarity on stablecoins and bankruptcy protections. It passed the House in July 2025 with a strong 294-134 bipartisan vote but has struggled to gain traction in the Senate until now.
Anthony Scaramucci has warned, however, that intense bank lobbying could delay final passage until 2029. Galaxy Digital has identified seven Democratic senators as the critical swing votes needed to advance the bill out of committee and onto the Senate floor.
---
🎯 The Bottom Line
The peace rally is dead. A rejected Iranian proposal, active naval clashes in the Strait of Hormuz, and public accusations of "playing games" have put the US-Iran ceasefire on life support.
The market is now bracing for the one-two punch of hot CPI data and a potentially long, messy fight over the CLARITY Act, all while navigating an entirely uncertain Fed leadership transition.
👇 How are you positioned?
$BTC $ETH $TON ONDO
#BreakingNews #Iran #Trump #CLARITYAct #CPI