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Edition No. 029
New York · London
Private Infrastructure Daily
Independent Intelligence on Infrastructure Capital
Friday, September 11, 2026
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In PWD coverage since August 21, 2026 · 2 stories
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the_wrap
Senate math, not mainnet code, gates tokenized rails
The CLARITY Act's Sept. 15 cloture vote will determine what Circle's Arc mainnet becomes when it opens Sept. 16, and settlement finality remains the weak point on every permissioned rail.
the_wrap · Aug 21
Metaplanet, Strategy turn bitcoin into collateral
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