Bitcoin news and macro news update. Today I cover Thailand’s new crypto Travel Rule and self-custodial wallet checks, bitcoin’s slide as U.S.-Iran tensions push oil higher, and the growing debate over whether the Fed should raise interest rates into an energy-driven inflation shock. I also get into Strategy’s latest explanation for selling and rebuying bitcoin, Kalshi suspending a House candidate who bet on her own race, South Korea’s returning Kimchi Premium, and the SEC’s proposed overhaul of transfer-agent rules for onchain securities. Topics for today:
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