TD Cowen flags worsening political environment for the CLARITY Act TD Cowen's Washington Research Group warned that the political environment for the CLARITY Act is deteriorating, despite May's bipartisan Senate Banking advance. Analyst Jaret Seiberg has kept his passage odds well below market consensus all year. The persistent obstacles: Section 307 conflict-of-interest provisions that would bar the President, Vice President, and members of Congress from trading crypto, which directly hits Trump family ventures including World Liberty Financial, American Bitcoin, and solana:6p6xgHyF7AeE6TZkSmFsko444wqoP15icUSqi2jfGiPN / solana:FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P memecoins. Senator Tillis (@SenThomTillis) is holding firm on ethics language. TD Cowen still sees a path to 2027 passage with 2029 implementation if the bill is delayed past the next inauguration. Galaxy Research had previously put 2026 odds at 75%. The gap between bullish and bearish forecasters is now wide. Lummis (@SenLummis) says June is "probably pretty optimistic." TD Cowen says she might be right.

Crypto tax reform is the missing piece in the Clarity Act puzzle 🧩 If adoption hinges on tax rules, the move could reshape valuations and flows. What’s your take on US policy paths for crypto? 💬 #crypto #regulation #tax #policy #finance

🇺🇸 We need the CLARITY Act signed into U.S. law ASAP to put an end to this insane level of manipulation!

Hey @Grok, what happens to $HBAR if TRILLIONS from Wall Street enter crypto after the CLARITY Act?

COINBASE BUILDS 8-FIGURE POLITICAL WAR CHEST Coinbase and CEO Brian Armstrong are helping build a massive pro-crypto political war chest ahead of what the exchange calls the industry’s “most consequential” US election yet. According to Bloomberg, Armstrong personally donated $1 million to Fairshake, the crypto-focused super PAC backing pro-digital asset candidates, while Coinbase contributed another $24.5 million. Fairshake has now reportedly raised $85 million in total, with Coinbase and Armstrong alone accounting for roughly one-third of the funding. The PAC supports crypto-friendly candidates from both political parties and is focused on pushing Washington toward clearer digital asset regulation. Other major backers include Andreessen Horowitz, which contributed $20 million, and Electric Capital, which contributed $500,000. The scale of the fundraising effort shows how aggressively the crypto industry is moving to influence US politics as regulation, stablecoins, Bitcoin reserves, and digital asset policy become central election issues.

🇺🇸 Senator Cynthia Lummis just told US banks: adapt or die. "Digital assets are the future of finance. Banks can join or get left behind." This isn't a prediction. It's a warning from inside the Senate Banking Committee. This month: $164,000,000,000,000 in US bank assets prepared for on-chain settlement. Real-world assets at $33,990,000,000 on-chain. BlackRock filing $7,000,000,000 BSTBL fund on Ethereum. While the ECB hesitates, the US is forcing the migration. The CLARITY Act is the gun. Lummis just pulled the safety off.

Will the "First Crypto President" put his personal gain above the overall benefit in crypto adoption/growth? While the proposed CLARITY Act provides regulatory certainty, the absence of ethics provisions barring government insiders from trading crypto for personal gain undermines retail investor trust. It’s like allowing referees to bet on the games they officiate. (kills trust) Policymakers must add these safeguards now. Do better than current insider stock trading in congress rather than saying......but stocks.....lol @SenLummis @SenatorTimScott @RepFrenchHill @BlockchainAssn #CryptoClarityAct #CryptoRegulation #MarketIntegrity

🚨The crypto industry just made its political bet. Lobby spending is flowing overwhelmingly to Republicans — tens of millions more than to Democratic candidates. That’s not random. That’s strategic capital allocation. When an industry channels that much money to one side, it’s signaling where it expects regulatory clarity, favorable legislation, and long-term policy support. Markets move on incentives. Incentives drive lawmakers. If you’re trading crypto without factoring in political capital flows, you’re missing part of the macro equation. Regulation shapes liquidity. Liquidity shapes price. Others are trying to sell you noise or farm engagement. I’m here to map the power flows behind the market. Follow for unfiltered macro & crypto alpha — or trade blind 📊