After the finance minister just finished urging the yen, he suddenly also pushed the Senate to pass the CLARITY Act: why is this a positive?
The U.S. Treasury Secretary Bessent openly pressured the Senate to advance the CLARITY Act, aiming to put the crypto regulatory framework into place.
Then, in yesterday’s piece about carry trade transactions, it said Bessent again made a move—this time targeting crypto. According to reports by Bitcoin News and Odaily, he directly urged the Senate to fast-track the CLARITY Act—which is the bill designed to establish comprehensive regulatory rules for digital assets. His exact words were serious: not passing it is essentially telling allies and rivals, “The U.S. doesn’t want to lead the future of digital assets,” and it would also mean losing a national security tool to address the misuse of digital assets. In plain terms, he has elevated crypto regulation to the level of national competition.
One-sentence translation: this isn’t tightening regulation—it's official endorsement. The U.S. wants to be the dealer at the table, not the one flipping the table.
Market impact
- Short term: A Treasury-level endorsement is a substantive positive catalyst. BTC is currently basically flat at $78,502 (24h +0.08%), while ETH is slightly down 0.13% at $2,483, suggesting the news hasn’t been fully priced in yet. This kind of legislative catalyst usually really kicks in when the bill enters the voting schedule.
- Medium term: If the CLARITY Act passes, it effectively lays down a compliant pathway for institutional capital. The SEC’s ambiguous regulatory jurisdiction would be narrowed, which would be a fundamental change to the industry landscape. The resistance is on the Senate’s agenda—not on attitudes—because the two parties’ disagreement on this bill isn’t that big.
My take
On direction, I’m bullish. I have a 70% confidence in this view; the remaining 30% depends on the Senate’s political calendar. If BTC holds above $78,500, every small step of legislative progress could be amplified in how the market prices it. Conversely, if the bill gets delayed again, a pullback would just be a matter of time—not a change in direction. As for positioning, I’m only following with a small size; if I’m wrong, I’ll just absorb it lightly.
- Coin: BTC / ETH
- Direction: Positive 📈 Predicting a rise
- Duration: BTC 12 hours / ETH 24 hours
$BTC $ETH #BTC #ETH
📊 Historical backtest
- After something similar like “a blockchain group buys 25 bitcoins and pushes a reserve strategy” (2024-12-06) was announced, BTC’s 12h move was +1.07%; the bullish call ✅ was correct
⚠️ Not investment advice
The U.S. Treasury Secretary Bessent openly pressured the Senate to advance the CLARITY Act, aiming to put the crypto regulatory framework into place.
Then, in yesterday’s piece about carry trade transactions, it said Bessent again made a move—this time targeting crypto. According to reports by Bitcoin News and Odaily, he directly urged the Senate to fast-track the CLARITY Act—which is the bill designed to establish comprehensive regulatory rules for digital assets. His exact words were serious: not passing it is essentially telling allies and rivals, “The U.S. doesn’t want to lead the future of digital assets,” and it would also mean losing a national security tool to address the misuse of digital assets. In plain terms, he has elevated crypto regulation to the level of national competition.
One-sentence translation: this isn’t tightening regulation—it's official endorsement. The U.S. wants to be the dealer at the table, not the one flipping the table.
Market impact
- Short term: A Treasury-level endorsement is a substantive positive catalyst. BTC is currently basically flat at $78,502 (24h +0.08%), while ETH is slightly down 0.13% at $2,483, suggesting the news hasn’t been fully priced in yet. This kind of legislative catalyst usually really kicks in when the bill enters the voting schedule.
- Medium term: If the CLARITY Act passes, it effectively lays down a compliant pathway for institutional capital. The SEC’s ambiguous regulatory jurisdiction would be narrowed, which would be a fundamental change to the industry landscape. The resistance is on the Senate’s agenda—not on attitudes—because the two parties’ disagreement on this bill isn’t that big.
My take
On direction, I’m bullish. I have a 70% confidence in this view; the remaining 30% depends on the Senate’s political calendar. If BTC holds above $78,500, every small step of legislative progress could be amplified in how the market prices it. Conversely, if the bill gets delayed again, a pullback would just be a matter of time—not a change in direction. As for positioning, I’m only following with a small size; if I’m wrong, I’ll just absorb it lightly.
- Coin: BTC / ETH
- Direction: Positive 📈 Predicting a rise
- Duration: BTC 12 hours / ETH 24 hours
$BTC $ETH #BTC #ETH
📊 Historical backtest
- After something similar like “a blockchain group buys 25 bitcoins and pushes a reserve strategy” (2024-12-06) was announced, BTC’s 12h move was +1.07%; the bullish call ✅ was correct
⚠️ Not investment advice
