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
Galaxy Digital
Senate Banki
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