Dự luật CLARITY bị hoãn đến năm 2027, các công ty tiền điện tử lớn có thể hưởng lợi thế

The Huoxing Finance report, citing Cryptopolitan, states that the U.S. Senate will enter recess on August 7, leaving an extremely narrow window for the CLARITY bill to pass before then. If voting is not completed this week, the next viable window will be pushed to September, and if missed again, implementation could be delayed until after the midterm elections—potentially not until 2027. The primary point of contention in the bill currently lies in the Democratic Party’s insistence on including ethical provisions targeting senior government officials, though these provisions have not yet been incorporated into the consolidated draft. During this regulatory vacuum, large institutions such as Coinbase and Circle, with their capital strength, are better positioned to navigate uncertainty—ARK Invest increased its stakes in both companies this week, and Circle also received federal national trust bank charter approval in July. In contrast, smaller and mid-sized crypto firms and DeFi projects continue to face mounting pressure. Market data from Polymarket shows the probability of the CLARITY bill passing within 2026 has dropped to 23%, a significant decline from Galaxy Research’s mid-May prediction of 67%–75%.