#非农就业数据推升加息预期 #美国11月密歇根预期指数初值50.9 #美国拟收紧数据中心监管，AI扩张或面临新约束 【CLARITY Wasn’t Rejected; It Was “Declared Dead”】
Paradigm advisor Slaughter said bluntly on a livestream: CLARITY is dead; it won’t pass during the lame-duck session, and Democrats will rewrite it. The next day, the WSJ confirmed that Warren will chair the Senate Banking Committee.
The timeline is brutal: 2025.7.17, the House passed it 294:134; 2026.9.15, a Senate procedural motion stalled at 49:50, eleven votes short; 11.3, Democrats won both chambers; 11.4, reports emerged that Democrats were drafting a new market-structure bill, starting with the Waters bill; 11.5, four key points leaked: stricter crypto ethics rules for officials, tighter DeFi rules, compensation within 24 hours plus independent audits, and jurisdiction shifting from the CFTC back to the SEC.
The central question has changed: from “Can CLARITY pass?” to “When will Democrats release their version?” The hard deadline is 2027.1.3, leaving only two months in the lame-duck session; Waters may chair the Financial Services Committee. But the president still has veto power, and TD Cowen believes a market-structure bill is unlikely within two years. Stablecoins remain subject to GENIUS, and the SEC/CFTC can continue writing rules.
With Warren and Waters in power, will U.S. crypto regulation tighten first over the next two years, or will the rules be clarified first? Let us know in the comments. $DOGE $PEPE $SHIB
Paradigm advisor Slaughter said bluntly on a livestream: CLARITY is dead; it won’t pass during the lame-duck session, and Democrats will rewrite it. The next day, the WSJ confirmed that Warren will chair the Senate Banking Committee.
The timeline is brutal: 2025.7.17, the House passed it 294:134; 2026.9.15, a Senate procedural motion stalled at 49:50, eleven votes short; 11.3, Democrats won both chambers; 11.4, reports emerged that Democrats were drafting a new market-structure bill, starting with the Waters bill; 11.5, four key points leaked: stricter crypto ethics rules for officials, tighter DeFi rules, compensation within 24 hours plus independent audits, and jurisdiction shifting from the CFTC back to the SEC.
The central question has changed: from “Can CLARITY pass?” to “When will Democrats release their version?” The hard deadline is 2027.1.3, leaving only two months in the lame-duck session; Waters may chair the Financial Services Committee. But the president still has veto power, and TD Cowen believes a market-structure bill is unlikely within two years. Stablecoins remain subject to GENIUS, and the SEC/CFTC can continue writing rules.
With Warren and Waters in power, will U.S. crypto regulation tighten first over the next two years, or will the rules be clarified first? Let us know in the comments. $DOGE $PEPE $SHIB
