Two surprise Democrat votes just rerated the entire crypto policy timeline.

After the Senate Banking Committee advanced the Clarity Act on a bipartisan basis, Galaxy Digital head of research Alex Thorn moved his odds of the bill being signed this year from a coin flip to 75%.

He and David map the seven-week sprint to the president's desk, the ethics-provision standoff that could still sink everything, the bank lobby's quiet obstruction game, and why the stablecoin yield compromise leaves the real fight for rulemaking.

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TIMESTAMPS

0:00 Intro

0:39 Clarity Act Vote Reactions

5:16 What’s Next?

10:05 Trump Veto?

15:21 Stablecoin Rewards Compromise

28:14 Administration Precedence

31:02 Why is Clarity So Important?

41:01 Which Ecosystems Benefit the Most?

42:59 Clarity Act Passing Over-Under

48:17 Bitcoin Price After CLARITY

49:39 Closing & Disclaimers

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RESOURCES

Alex Thorn

https://x.com/intangiblecoins 

Galaxy Digital

https://www.galaxy.com/ 

Senate Banking Committee Advances Crypto CLARITY Act

https://www.bankless.com/read/news/senate-banking-committee-advances-crypto-clarity-act 

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