$BTC $77.2k on Binance, already sitting on the $77.16k session low after failing $79.6k. $ETH parked under $2,520 after tagging $2,660 last week. $BNB $720 and did not even flinch at yesterday’s bStocks listing.
That is not drift. That is two binaries stacked 24 hours apart.
CLARITY cloture is 2:15pm ET today. Needs 60. GOP has 53. That vote is not passage. Fail it and the bill is likely dead for 2026. The Fed hike tomorrow is already 85-90% in the price.
The split that actually matters is the flow tape. BTC spot ETFs dumped $463m last week. ETH ETFs took $197m last week and another $121m yesterday. They are still buying the asset the bill is supposed to classify and fading the one that already has the ETF bid.
The hike is priced. The vote is not. ETH eats the first hit if cloture fails. $BTC’s line is $76k.
See if ETH can even print $2,560 on a yes. NFA
That is not drift. That is two binaries stacked 24 hours apart.
CLARITY cloture is 2:15pm ET today. Needs 60. GOP has 53. That vote is not passage. Fail it and the bill is likely dead for 2026. The Fed hike tomorrow is already 85-90% in the price.
The split that actually matters is the flow tape. BTC spot ETFs dumped $463m last week. ETH ETFs took $197m last week and another $121m yesterday. They are still buying the asset the bill is supposed to classify and fading the one that already has the ETF bid.
The hike is priced. The vote is not. ETH eats the first hit if cloture fails. $BTC’s line is $76k.
See if ETH can even print $2,560 on a yes. NFA