Possible scenario
Regulators Fill Gap
22% Chance
With Congress stalled, the Trump administration is likely to rely on regulators to deliver partial clarity through CFTC guidance, SEC no-action letters, and agency enforcement priorities. This would be faster than legislation but more vulnerable to lawsuits and reversal.
Initial impacts
- Bitcoin Up
Secondary impacts
- Finance +0.2%
- Technology +0.1%
Tickers
- GLXY+1.8%
- +1.1%
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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