How I made this call

FDIC stablecoin regulation (BSA rule advancement) creates institutional compliance clarity, reducing friction for corporate Ethereum accumulation. Corporate ownership at 6% signals institutional legitimacy threshold crossed; regulatory clarity accelerates further institutional entry into ETH.

The prediction auto-expired without resolution, making it impossible to assess whether the regulatory clarity thesis (BSA rule advancement) actually moved institutional behavior or whether the 6% corporate ETH ownership figure was already priced in. Critically: prior lessons note that institutional steady-state demand suppressed realized vol transmission, meaning even if the FDIC rule was positive, it may not have been marginal enough to drive relative outperformance in a 48-hour window during choppy regime conditions. Future lesson: distinguish between structural regulatory improvements (long-dated institutional appetite) and acute tactical signals (2-day relative moves). The BSA rule likely belongs in the former; a 48-hour prediction window was a category error.