Possible scenario
Revised Rule Advances
45% Chance
The SEC uses the extended comment period to absorb industry and investor-protection feedback, then moves toward a revised proposal or final rule in early 2027. This is the most likely path because Chair Paul Atkins has signaled a desire to write crypto rules even after the Senate blocked broader legislation.
Initial impacts
- Bitcoin Up
Secondary impacts
- Finance +0.3%
- Technology +0.2%
Tickers
- COIN+1.8%
- +1.5%
Portfolio impact
S&P 500+0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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