Possible scenario
Fast CFTC Path
38% Chance
The White House allows the CFTC proposal to advance as the main replacement for the failed CLARITY Act. This is the most likely path because the administration has already signaled support for crypto growth and agency rulemaking can move faster than a divided Senate.
Initial impacts
- Bitcoin Up
Secondary impacts
- Finance +0.5%
- Technology +0.3%
Tickers
- COIN+3.5%
- +1.8%
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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