
i have seen this movie before. 2021 >> infra bill. clarity is coming. nothing came. 2022 >> ftx blows up. congress promises rules. nothing came. 2024>> election year. everyone loves crypto. nothing came. now the clarity act. galaxy cut odds to 50%. jpmorgan says under 50%. banks are fighting the stablecoin yield part. july 24 deadline before recess. they never need kill a bill. they only need to delay it til you stop caring. retail buys the headline but institutions wait for the vote. cycles we get played by a press release and call it a catalyst lol


