Đạo luật CLARITY không được thông qua, có thể kích hoạt đợt bán tháo ngắn hạn trên thị trường tiền mã hóa

The Huoxing Finance report states that on August 3, investment firm Bernstein indicated that the prospects of the U.S. CLARITY Act (Digital Asset Market Clarity Act) passing are declining. If the Senate fails to advance the bill before adjournment, it could trigger short-term negative market reactions, further pressuring the valuation of Bitcoin and overall crypto assets. Bernstein noted that the failure of the bill could lead to a market "knee-jerk sell-off," but in the medium to long term, this might also prompt the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) to accelerate regulatory actions, including clarifying token classification rules, establishing a regulatory framework for decentralized finance (DeFi), and advancing token issuance exemption mechanisms. Bernstein expects the crypto market to bottom out by the end of Q3 to early Q4 and gradually regain momentum before the U.S. midterm elections. Currently, market expectations for the CLARITY Act being signed into law by the end of 2026 continue to decline. Data from prediction platform Polymarket shows the probability of the bill passing this year has dropped to 31%, down 7 percentage points from a week ago and 9 percentage points over the past month, with related betting amounts totaling approximately $3.7 million. The CLARITY Act aims to establish the U.S.'s first regulatory framework for digital assets, but has faced opposition from the banking sector over provisions related to stablecoin yields. Previously, Galaxy Digital reduced its probability estimate for the bill's enactment by end-2026 to 50% and warned that time for Senate action is running out.