Possible scenario
Policy Drift Extends
25% Chance
The departure of the council's only staffer reinforces the perception that the White House crypto apparatus is losing execution capacity. Without dedicated staff, interagency coordination slows and the Clarity Act push becomes more dependent on Congress and outside advisers.
Initial impacts
- Bitcoin Down
Secondary impacts
- Finance -0.4%
- Technology -0.1%
Tickers
- COIN-2.7%
- MSTR-1.2%
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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