🎉 CLARITY by July 4?

CLARITY Act could pass by July 4. Animoca is going all-in on AI. And bitcoin lenders want to look more like banks. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Thursday, May 7, 2026 · Consensus Miami Consensus Day 2: CLARITY Act could pass by July 4, Saylor pitches yieldcoins, quantum clock ticking The CLARITY Act, the critical U.S. market structure legislation that's been in limbo since January, could become law on America's birthday, under an aggressive timeline laid out by a White House adviser. Patrick Witt, the Executive Director of the President's Council on Digital Assets, told the audience at day 2 of Consensus Miami that if the Senate Banking Committee holds a markup this month, it would give the Senate four weeks to merge the bill with the Senate Agriculture Committee version and June to work out issues with the House of Representatives. It's an aggressive timeline, "but it is an achievable timeline," he said. Michael Saylor followed up to lay out his case for yieldcoins, laying out a vision for the potential future of the digital assets sector. And the time is now to start working on post-quantum security, Project Eleven CEO Alex Pruden said. Catch up on all of the coverage here. Wednesday will see panels addressing prediction markets and sports betting, stablecoins, banking and more. Privacy and agentic payments will again take the stage. Tom Lee will present a keynote, while stablecoin executives will weigh in on recent regulatory advancements. World Liberty Financial's Donald Trump, Jr. and Zach Witkoff will take the main stage right after lunch, while payments executives will lay out how crypto cards and other tools will work. CoinDesk will host its Policy & Regulation Summit, diving deep into the key regulatory issues you should be paying attention to: DeFi regulation, the 2026 election and more. The day will end with a debate on prediction markets. Are they just gambling products dressed up in a fancy costume? Or are these contracts actually a novel financial product? And what does that all mean for you? Come through and find out. For a full agenda, click here. Consensus preview sponsored by GoMining Discover GoBTC Pay by GoMining — a simple way to pay for everyday shopping with Bitcoin: on-chain, instant, secure. At Consensus, you can try it yourself and buy coffee and snacks with Bitcoin at the GoBTC Pay outlet. We'll give everyone who wants to test the solution the equivalent of $20 in sats, so your first coffee paid in BTC is on us! Learn more at the GoMining booth or the GoBTC Pay outlet. Markets · Consensus Miami Animoca pivots from virtual worlds to an AI-driven metaverse at Consensus 2026 Animoca Brands founder Yat Siu told the Consensus Miami audience that the metaverse the company has spent a decade building is no longer primarily a virtual world — it's becoming the infrastructure layer for AI agents. Siu argued that crypto is the natural asset class for autonomous AI systems because blockchain provides the trust, sovereignty, and programmable economics that AI agents require: "Crypto is essentially the natural asset class of basically AI agents." Animoca, which has invested in more than 600 companies across gaming, DeFi, stablecoins, and AI, is actively repositioning toward AI-driven digital ownership, with a planned Nasdaq listing via reverse merger with Currenc Group later this year. Institutional adoption, Siu said, will increasingly show up as utility demand — driven by the CLARITY Act's market structure clarity — not just Bitcoin ETF exposure. Read more → Markets · Consensus Miami Bitcoin lenders say institutions want crypto credit to look more like TradFi Executives from Two Prime, Ledn, and Lygos Finance told Consensus Miami attendees that the next phase of bitcoin-backed lending growth will be won not by DeFi innovation but by boring, familiar TradFi structure. Two Prime CEO Alexander Blume put it plainly: "The moment you start trying to explain how any of this stuff works, they're just like, No... We'll pay more. Don't lose my money." Institutions scrutinize where collateral is held, whether it's rehypothecated, and whether there's clear legal accountability — lessons burned in by the Celsius, Voyager, and BlockFi collapses of 2022. Ledn's Adam Reeds said custody location is the single most important variable. Lygos Finance's Jay Patel called rehypothecation the critical factor borrowers must evaluate before signing anything. Read more → Know someone who should be reading this? Share this newsletter See all of CoinDesk’s newsletters    CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York,NY,10011,USA, Unsubscribe Manage Preferences   Copyright © 2026 CoinDesk, All rights reserved.

Day 2 • Consensus rallies ecosystems & economies

✌️ Day 2 Highlights   With Consensus now in full swing, the second day brought policy deadlines, new asset classes, and mainstreaming moments.    ICYMI: White House advisor Patrick Witt called for the CLARITY Act to reach the President's desk by July 4. Michael Saylor made his mainstage pitch for yieldcoins. Meanwhile, leaders from Binance, Revolut, and Circle declared crypto is no longer a bet on the future — it's the infrastructure being built right now.    The doors open tomorrow at 8:00 am for the final day, bringing conversations on stablecoins, World Liberty Financial, and the Policy Summit. 📰 Breaking News    Bitcoin rallies above $82K as Michael Saylor considers selling   AI agents becoming more relevant than humans by 2035 has Big Tech 'terrified', says Hoskinson (Source: CoinDesk)   GalaxyOne now accepts USDC deposits with zero swap fees   Nasdaq's president says the SEC’s new crypto stance is letting markets 'build' again (Source: CoinDesk) 📣 Overheard in Miami   "Bitcoin is gonna go to more than a million dollars. We're in the heyday of this industry.”  — Eric Trump, American Bitcoin   "AI is about to break the internet's economic model." — Erik Reppel, x402   “this has been the most fun anyone has ever had at a conference”  — @winternet   "The country that has the best AI wins all the wars."  — Kevin O’Leary, O’Leary Ventures   WATCH THE HIGHLIGHTS Share Your Experience Not here IRL or missing a session?  STREAM WITH A VIRTUAL PASS Copyright © 2026 CoinDesk. All rights reserved. CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY, 10011, USA Unsubscribe Manage Preferences