Passage of the CLARITY Act would make the crypto buyer base fully institutional: stickier, longer-horizon and far less swayed by volatility. That supports stability and mass adoption, pushing bitcoin, ether, Zcash and Hyperliquid higher. x.com 

ETH looks desperate to go higher and benefits most if the Clarity Act passes. Surprise progress, helped by an ethics agreement, could pass it this year if tomorrow's cloture vote wins a majority, though much must go right and prediction markets still price it as unlikely. A hike at Wednesday's FOMC, likely dovish and one-and-done, would clear the last bad news. BTC and ETH have reset indicators by chopping after legging up. Even if a deeper wick comes first, dips are for buying. x.com 

Crypto stays in a bear market for roughly the next 3-8 months, even after the SEC and CFTC jointly clarified that most crypto assets are not securities. Their interpretation explicitly names Bitcoin, Ether, Solana, XRP, Cardano, Dogecoin, Chainlink and others as non-securities, a win for clarity that should lift investor confidence. That news may spark a short-term relief rally over the coming weeks but will not cancel the bear market. The outlook is bullish over a 5-20 year horizon. x.com  x.com  … Show more

Ethereum's dominance as the settlement layer matters more than short-term legislation such as the stalled CLARITY Act. Per @lepsoe, the CLARITY Act's failure to advance only delays a durable US market-structure framework and does not reverse direction: the GENIUS Act remains law, stablecoins are becoming the money layer of onchain finance with tokenized assets, DeFi and agents building on top, and much of it settles on Ethereum. x.com 

Bitcoin has asymmetric upside into tomorrow's Clarity Act vote, with odds at 50/50: passage would likely bring a god candle, with on-chain assets following, while failure would be a nothingburger since passage isn't priced in. Everyone is de-risking ahead of the vote. The bull market is in its early innings. x.com 

ETH and SOL will struggle to stage independent narrative-driven rallies because US stocks are siphoning capital, leaving even Bitcoin short of heat and new demand. For a risk-averse investor favoring certainty over high odds, BNB and HYPE are the only higher-certainty choices besides Bitcoin, and both have outperformed it in this bear market. ETH and SOL are not bad assets, and they could get their chance once Bitcoin rises. x.com  x.com 

Bitcoin, Ethereum and broader crypto can go higher as US regulators move ahead without Congress. Per @DeFiMidas, the SEC approved limited on-chain trading of tokenized US stocks under a new innovation exemption for certain AMMs and liquidity pools, and SEC Chair Paul Atkins says clear crypto rules are coming even after the Clarity Act failed in the Senate. x.com  x.com 

Coinbase stands to be a major long-term winner from the CLARITY Act, which would remove the regulatory uncertainty keeping Wall Street institutions out, making the largest compliant US exchange their first stop. A Tillis-Alsobrooks compromise bans pure passive stablecoin interest but allows rewards tied to real usage, so Coinbase can keep paying active users, though stablecoin products, about 20% of 2025 revenue, need adjusting. Markup is set for May, with signing possible by July-August. x.com 

Bitcoin and ether liquidity is fleeing to AI and the SpaceX IPO, leaving crypto, the darling of 2020-2021, with no bid. The timeline now chases AI the way it chased crypto in 2021, which looks like Magnetar 2.0. Crypto has led markets for a long time and may be leading again, so it may be time to take profits. x.com  x.com 

US-based crypto projects are set for an H2 2026 breakout as US policy turns pro-crypto. Kevin Warsh, seen as relatively pro-crypto, becomes Fed Chair in May, and the CLARITY Act, with roughly 50% odds of passing, would clarify rules for digital commodities, exchanges and RWAs. US teams are shipping: Stellar has ISO 20022 compliance and over $1.4B of RWAs, and Western Union is launching a stablecoin on Solana. XRP and Stellar look set to lead cross-border payments. x.com