Possible scenario
Political Backlash Builds
25% Chance
Lawmakers opposed to agency-by-agency crypto liberalization argue the SEC is creating market structure rules without Congress. The Senate's recent rejection of the CLARITY Act makes the FAQ politically vulnerable, especially if investor-protection groups frame buybacks as disguised value-accrual schemes.
Initial impacts
- Bitcoin Down
Secondary impacts
- Finance -0.5%
- Technology -0.3%
Tickers
- COIN-4.0%
- -3.2%
Portfolio impact
S&P 500-0.2%
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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