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ZeroStack CEO Daniel Reis-Faria warns that the CLARITY Act's $500B deposit-shift risk keeps institutional players cautious despite the May 1 stablecoin deal.

The DXY trends higher as Middle East tensions and yen volatility reshape the FX landscape. Monitor Treasury yields and policy signals for the next trend shift.

Rising oil prices and climbing interest rates are creating a new inflationary hurdle. Monitor the 10-year Treasury yield for signs of a shift in policy outlook.