MarsBit weekly picks spotlight the Fed, the Clarity Act, and Ethereum staking shifts
MarsBit’s Weekly Editor’s Picks for July 25-31 gathers a broad set of market and policy readings across crypto, macro, AI infrastructure, tokenized equities, Ethereum staking, and platform risk. The roundup highlights a Federal Reserve meeting described as one of the most uncertain in recent years, with softer June CPI, weaker nonfarm payrolls, and lower oil prices arguing for patience, while sticky inflation, Middle East tensions, hawkish Fed remarks, and an unclear policy record from Chair Waller kept a hike risk on the table. The piece says markets had already paid for that risk. On regulation, the selection says the Clarity Act has reached the political equivalent of the final yard line, but its 2026 passage odds were cut to 30% because of limited time and Democratic objections to the current ethics language. It also notes competition for Senate floor time with other contested bills. Elsewhere, the roundup points to Lido’s migration of more than 8 million ETH, worth about $16 billion, into a new validator architecture after Pectra; ONDO’s 30% rise over three weeks as tokenized stock activity picked up onchain; and a string of AI and memory-market stories focused on credit risk, capital spending visibility, and how SK Hynix is being judged against already elevated expectations.


