Hey there!
Hope you're having an amazing Sunday! I'm Alberto, and welcome to this week's Founderscrowd newsletter where we bring you closer to private markets.
Today's news has me genuinely excited about what's coming next for private investors.
Read time: 3 min 23 sec 🕒
Congress Just Opened the Floodgates (And Most People Have No Idea)
The House just passed the GENIUS Act with a 308-122 vote - the first major cryptocurrency legislation to clear both chambers of Congress. Trump's about to sign it into law.
But here's what nobody's talking about: This isn't just about crypto regulation. It's about creating a massive new market for private investors.
Think about it. Every time the government creates regulatory clarity, billions of dollars flood into that space. Remember when online gambling got regulated state by state? Early investors in DraftKings made 10x returns.
The stablecoin market is already worth over $200 billion. But regulation changes everything.
Crypto’s market cap surged past $4T for the first time after the U.S. House passed the stablecoin bill
308-122 vote: Democratic lawmakers joined Republicans to pass the stablecoin bill.
The bill, called the GENIUS Act, would require tokens’ backing by liquid assets, such as U.S. dollars and short-term Treasury bills, once signed into law.
The House also passed the Clarity Act 294-134 to define when crypto is a security or commodity and limit SEC oversight.
Senate passage is needed before the bill heads to Trump’s desk.
A bill prohibiting a central bank digital currency, the Anti-CBDC Surveillance State Act, has also been passed by the House
Here's the real opportunity:
While everyone's focused on buying Bitcoin, the smart money is backing the companies building the infrastructure.
We're talking about stablecoin issuers, payment processors, and blockchain infrastructure companies that are about to become the backbone of digital finance.
The Blockchain Association CEO called this "a watershed moment for digital assets in the United States," and she's right. This is the moment when crypto goes from the Wild West to Wall Street.
But here's what most people don't realize:
The companies positioned to benefit most from this legislation are still private.
Take Circle, the company behind USDC (the second-largest stablecoin). They're valued at $9 billion in private markets. When regulatory clarity hits, that valuation could explode.
Or consider the dozens of fintech startups building on stablecoin infrastructure. Payment companies, lending platforms, treasury management tools - all getting ready for the regulatory green light.
The problem? Most of these deals are locked away in private markets.
By the time these companies go public, the regulatory tailwind will already be priced in. The explosive growth phase happens in Series A, B, and C rounds.
This reminds me of the early days of fintech regulation. When companies like Stripe and Square got regulatory clarity, early investors made fortunes. The public market investors? They got whatever was left.
The same pattern is playing out right now with stablecoins and crypto infrastructure.
Ready to position yourself ahead of the crowd? Our VIP community gives qualified investors access to vetted opportunities in the crypto and fintech space. We're talking about pre-IPO companies building the infrastructure for tomorrow's financial system.
But here's the thing - we're selective about who joins. Private market investing requires understanding the risks and having the patience for long-term holds.
Quick summary:
Congress just gave crypto its biggest regulatory win ever, creating massive opportunities for the companies building stablecoin infrastructure. While public investors wait, private market investors are already positioning themselves.
Have a great rest of your weekend! And hey, if you know anyone who might be interested in private market opportunities, feel free to refer them our way.
We're also working on something very special that'll only be available to a few members of our community. We'll tell you more when the time is right ;)
Best, Alberto