This week’s coverage spans political changes affecting crypto regulation, market developments and AI investment. According to PANews, Democrats’ return to control of both chambers has reduced crypto’s political advantage in Washington and increased resistance to the CLARITY Act, while the European Union has designated USDC the first “significant” e-money token, making regulatory status a factor in stablecoin differentiation.

Bitcoin fell below the cost basis of short-term holders and underperformed U.S. stocks, while stablecoin supply contracted by $14.2 billion over 30 days. MSCI plans to remove Strategy and Metaplanet from its indexes; estimated passive outflows are about $1.59 billion. Strategy’s mNAV fell to 1.08, while its…