
$XRP I’ve talked about Jay Clayton before… Is it possible that this is the role in which Clayton finds himself? He’s not anti crypto, the opposite. Not the executioner… more like a drawbridge operator. He mans the bridge that allows people past the moat of regulatory capture. This could likely lead the market to believe AI regulatory capture is coming, but likely never will. It could very well be a regulatory freeze. And if Jay Clayton leads this charge, and similar events as to what happened with Ripple and crypto under his guidance occur with AI… I would think it is a fairly high probability that what I outlined could carry weight. If the US saw XRP (then) as a potential path out of the economic situation we are seeing (now)… it would only work as a repricing vehicle / financial infrastructure rails / fraud & abuse prevention tech if they 1) owned enough supply, 2) XRP price remained low enough for the world to adopt it (which hinges on legal clarity) and 3) understand the risk of it as a potential option for doing so. The SEC lawsuit helps facilitate all of those things. Jay Clayton may not have been executing XRP as much as he was operating the bridge to be positioned as it needed to in order to get into the castle. Legal Clarity was definitively provided by the SEC lawsuit and its outcome. This caused the market to view it as over supplied and create a low price which is advantageous for repricing. And in the process, the US Government has all the time in the world to vet the tech and understand whether it’s a viable vehicle. I can’t help think about the timeline of events. Jeffrey Epstein died in 2019. COVID. Trump lost the 2020 election. Between 2020 and Biden’s inauguration in 2021, this lawsuit against XRP comes out, from Jay Clayton who was on the way out of running the SEC. Leon Black is ousted from Apollo Management due to $170m worth of payments to Epstein. Jay Clayton takes Leon Black’s board seat, between April 2021 - 2025 2025 Jay Clayton becomes the head of SDNY… the same SDNY which prosecuted Epstein. Now he’s head of AI… He’s hated on for being mentioned in Epstein docs but you haven’t seen the context to understand to make a good judgement yet. Think about how sporadic it was that the last thing he did was protect XRP by giving it the opportunity through the lawsuit to be provably unique compared to Bitcoin and others. But only after losing 2020 election. Since Trump lost 2020. Rather than allowing Democratic’ leadership to decide the crypto industry’s future… they gave a free pass to Bitcoin and Ethereum (giving the illusion of being “safe” and “chosen”) and sued Ripple IN A WAY THAT STRATEGICALLY ALLOWED CONTINUED GROWTH. While the lawsuit was short term negative, it was a Hail Mary to prevent the next administration from doing something they couldn’t control. Like, “Okay, we lost. How can we put this plan on ice, until we win next election?” The lawsuit WAS NOT regulatory capture for ETH/BTC as much as it was regulatory containment for XRP. Which is why the first thing the new SEC does until this admin is dismiss their appeals. Both Ripple and SEC did. Which begs the question… since @bgarlinghouse and recently said at KU that he was considering closing up shop after the SEC sued. Why didn’t he? BEFORE the suit came - he met with SEC officials (Jay Clayton) multiple times… so if you are to believe what I am speculating (Clayton is acting on good side, lawsuit was protection /putting a pause until 24 election, etc.) you should also believe that this amount of planning would require the coordination of Brad and Larsen through out the process. Which makes perfect sense to have them named in the lawsuit, which is completely out of the ordinary… The lawsuit provides cover for consistent coordination. The lawsuit guided the process through to the other side. Clayton could have been the bridge operator, not the executioner.


