Possible scenario
Narrow Compromise Revives
25% Chance
A smaller bipartisan package could emerge if lawmakers separate less controversial issues from the full CLARITY Act. This would likely focus on exchange registration, CFTC-SEC coordination, custody standards, or stablecoin implementation rather than a sweeping market-structure rewrite.
Initial impacts
- Bitcoin Up
Secondary impacts
- Finance +0.4%
- Technology +0.2%
Tickers
- COIN+4.9%
- +4.2%
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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