According to the source, a revised draft of the U.S. CLARITY Act allows stablecoin rewards tied to payments, staking services, and wallet usage while banning interest paid solely for passively holding tokens (source: U.S. Congress draft text, Jan 2026). For traders, the draft clarifies that compliant yield structures are activity-based rather than savings-like interest on idle stablecoin balances, affecting exchange, wallet, and DeFi program design if enacted (source: U.S. Congress draft text, Jan 2026). Under the draft, platforms would need to structure incentives around user actions and discontinue passive interest for simple holding to meet compliance upon enactment (source: U.S. Congress draft text, Jan 2026). Trading takeaway: prioritize activity-driven rewards over passive stablecoin interest when evaluating yield opportunities and monitor issuer and platform policy updates aligned to the draft’s requirements (source: U.S. Congress draft text, Jan 2026).

According to @Andre_Dragosch, Polymarket users assign an 80% probability that the Clarity Act will be signed into law this year, indicating high market-implied odds on U.S. crypto regulation progress; source: Andre Dragosch on X citing Ryan Rasmussen, Jan 13, 2026. The bill cleared the House last year and is currently moving through the Senate with committee markups expected this week, setting a near-term legislative timeline for event traders; source: Andre Dragosch on X citing Ryan Rasmussen, Jan 13, 2026. Key sticking points under discussion are stablecoins (yield treatment) and DeFi (developer protections), which define the core regulatory contours for crypto markets if enacted; source: Andre Dragosch on X citing Ryan Rasmussen, Jan 13, 2026.

According to @Matt_Hougan, the CLARITY Act is a pivotal market catalyst, with passage and enactment potentially driving crypto to new all-time highs while a failure in Congress could extend the downturn, source: Matt Hougan on X, Jan 12, 2026. He cited that Polymarket pricing implies an 80% probability the bill is signed into law this year, that it cleared the House last year, and that Senate markups are expected this week, source: Ryan Rasmussen on X, Jan 12, 2026, referenced by Matt Hougan on X, Jan 12, 2026. The key sticking points are stablecoin yield and DeFi developer protections, which frame the near-term focus for traders on the Senate markup timeline and final language of these provisions, source: Ryan Rasmussen on X, Jan 12, 2026; Matt Hougan on X, Jan 12, 2026.

According to Material Indicators, last week’s BTC technical structure remains valid, but price action is progressing more slowly, potentially as traders await the U.S. Senate’s consideration of the Clarity Act this week; source: Material Indicators (@MI_Algos) via X, Jan 12, 2026. Material Indicators stated that if the bill’s final version passes, it could be one of the few foreseeable catalysts to reverse the current bear trend, though they will prioritize chart-driven signals over speculation; source: Material Indicators (@MI_Algos) via X, Jan 12, 2026. The analyst added that today’s BTC analysis will outline what’s at stake in the Clarity Act and pinpoint the key technical levels and structures likely to signal the next major move; source: Material Indicators (@MI_Algos) via X, Jan 12, 2026.

According to @GOPMajorityWhip, Senators Ron Wyden and Cynthia Lummis have introduced a bipartisan, standalone version of the Blockchain Regulatory Certainty Act (BRCA) in the Senate. source: @GOPMajorityWhip on X, Jan 12, 2026; source: @EleanorTerrett on X, Jan 12, 2026. The BRCA was first introduced in the House by @GOPMajorityWhip and incorporated into the House’s original Clarity Act. source: @EleanorTerrett on X, Jan 12, 2026. The bill is designed to protect software developers’ ability to write code and enshrine the right to self-custody digital assets. source: @EleanorTerrett on X, Jan 12, 2026. Inclusion of the BRCA has been part of the Senate’s ongoing market structure negotiations, but it remains unclear whether it will be included in the updated text. source: @EleanorTerrett on X, Jan 12, 2026. Issuance of the standalone bill does not change the BRCA’s prospects for inclusion in the final Clarity Act, per the report. source: @EleanorTerrett on X, Jan 12, 2026. @GOPMajorityWhip publicly endorsed the development, stating, "Great to hear - let’s get this done!" source: @GOPMajorityWhip on X, Jan 12, 2026. For trading relevance, market participants tracking U.S. crypto policy can monitor Senate market structure negotiations and the Clarity Act process given the noted uncertainty around BRCA’s inclusion. source: @EleanorTerrett on X, Jan 12, 2026.

According to @EleanorTerrett, Senators Ron Wyden and Cynthia Lummis introduced a bipartisan standalone version of the Blockchain Regulatory Certainty Act designed to protect software developers' ability to write code and enshrine the right to self-custody digital assets, source: Eleanor Terrett on X, Jan 12, 2026. The bill was first introduced in the House by GOPMajorityWhip and included in the House’s original Clarity Act, source: Eleanor Terrett on X, Jan 12, 2026. Inclusion of the BRCA has been part of the Senate’s ongoing market structure negotiations, but whether it will be in the updated text remains unclear, source: Eleanor Terrett on X, Jan 12, 2026. The issuance of the standalone bill does not change the BRCA’s prospects for inclusion in the final Clarity Act, source: Eleanor Terrett on X, Jan 12, 2026.

According to @AltcoinDaily, Cardano's founder stated, "If the Clarity Act doesn't pass this quarter, then I think David Sacks should resign. He's utterly failed us as an industry," emphasizing a deadline this quarter and direct criticism of Sacks; source: @AltcoinDaily on X, Jan 12, 2026, https://twitter.com/AltcoinDaily/status/2010598495288492040. According to @AltcoinDaily, the statement puts legislative timing and policy risk in focus for ADA and broader altcoins this quarter, making the Clarity Act a key near-term watch item for traders; source: @AltcoinDaily on X, Jan 12, 2026, https://twitter.com/AltcoinDaily/status/2010598495288492040.

According to @AltcoinDaily, Charles Hoskinson blamed a 'Trump coin' for ADA’s price being down, said David Sachs should be fired, and asserted that the Clarity Act will not happen, source: Altcoin Daily on X (Jan 12, 2026); Jungle Inc Crypto News video on X. The post highlights these statements as a market narrative debate and asks whether Charles is right or underestimating progress, without providing specific price levels or timelines, source: Altcoin Daily on X (Jan 12, 2026); Jungle Inc Crypto News video on X.

According to @justinsuntron, constructive bipartisan dialogue is advancing U.S. digital asset policy, highlighted by the Digital Chamber’s January 8 Capitol Hill member fly-in focused on crypto regulation with participation from the Digital Sovereignty Alliance. Source: @justinsuntron on X; @DSAForg on X. Sen. Cynthia Lummis attended the session, and Patrick J. Witt, Executive Director of the President’s Council of Advisors for Digital Assets, delivered opening remarks, signaling momentum to move the CLARITY Act forward. Source: @DSAForg on X. For traders, the key watch is the CLARITY Act’s legislative progress as bipartisan engagement deepens, which could shape forthcoming regulatory updates relevant to market structure and compliance. Source: @DSAForg on X; @justinsuntron on X.

According to @EleanorTerrett, an X broadcast titled 2025 CIA Recap & CLARITY Act Preview with Cody Carbone is available, covering a 2025 CIA recap and a preview of the CLARITY Act relevant to U.S. crypto regulation. Source: @EleanorTerrett on X, Jan 9, 2026, https://x.com/i/broadcasts/1ypJdqwgdOqxW. For trading purposes, market participants can watch the broadcast to gather first-hand policy signals that may inform positioning and risk management around U.S. crypto regulatory headlines. Source: @EleanorTerrett on X, Jan 9, 2026, https://twitter.com/EleanorTerrett/status/2009672102203347119.

According to @BullTheoryio, the Senate Banking Committee will vote on the crypto market structure CLARITY Act on January 15, a package aimed at stopping manipulation and increasing transparency in crypto trading (source: @BullTheoryio). According to @BullTheoryio, the bill bans wash trading and fake volume, criminalizes spoofing and front running, provides regulators real-time monitoring tools for market abuse, and mandates proof of reserves with regular audits for U.S. exchanges (source: @BullTheoryio). According to @BullTheoryio, the catalyst follows October 10, when the crypto market saw over $100 billion in liquidations as BTC and altcoins fell together without clear accountability or reporting on the trigger or entities involved (source: @BullTheoryio). According to @BullTheoryio, since then crypto price action has been abnormal with pumps sold and both good and bad news leading to sell-offs, a pattern the bill is designed to address by making market abuse traceable and limiting quiet large liquidations (source: @BullTheoryio). According to @BullTheoryio, clearer rules could reduce regulatory risk and expand institutional participation beyond BTC into altcoins, potentially increasing market liquidity if the CLARITY Act passes (source: @BullTheoryio).

According to @AltcoinDaily, a full interview with Anthony Scaramucci was released on Dec 31, 2025 covering Bitcoin and the broader crypto market outlook for 2026. source: Altcoin Daily on X Dec 31, 2025; YouTube youtu.be/ad3seyvKst0 The post states the discussion includes the CLARITY Act and highlights SOL, AVAX, and TON as key altcoins, positioning BTC, SOL, AVAX, and TON as the tickers explicitly referenced for trader review. source: Altcoin Daily on X Dec 31, 2025; YouTube youtu.be/ad3seyvKst0

According to Altcoin Daily, the Clarity Act is framed as a make-or-break catalyst for the crypto market next year, elevating regulatory headlines to top-tier market drivers for traders. Source: Altcoin Daily on X, Dec 27, 2025. According to Altcoin Daily, the post features a video in which Bitwise’s Chief Investment Officer provides the explanation, and it describes Bitwise as a $15 billion firm. Source: Altcoin Daily on X, Dec 27, 2025. According to Altcoin Daily, traders should treat legislative developments tied to the Clarity Act as primary event risk for market direction and liquidity over the next 12 months, given the emphasis placed by a leading asset manager’s CIO. Source: Altcoin Daily on X, Dec 27, 2025. According to Altcoin Daily, the post does not include specific provisions, timelines, or ticker-level impacts, indicating that the immediate takeaway is the importance of monitoring policy progress rather than predefined trade parameters. Source: Altcoin Daily on X, Dec 27, 2025.

According to @AltcoinDaily, who cites CNBC, the CLARITY Act has been delayed until 2026; the post did not include a link or further details to the primary CNBC report, so traders monitoring U.S. crypto regulation timelines should watch for confirmation and specifics directly from CNBC and official congressional scheduling to validate the delay and any implementation dates (source: Altcoin Daily on X, Dec 18, 2025; CNBC as cited by Altcoin Daily).

According to @0xferg, traders should note a 2025 checklist of policy and institutional catalysts that were once unlikely when Bitcoin last traded near $90K, including the GENIUS Act, a strategic reserve, SAB 121 rescinded, a digital assets working group, BlackRock and Stripe coming onchain, crypto allowed in 401(k)s, Treasury permitting ETPs to pass staking rewards to retail, Coinbase launching an ICO platform, and the CLARITY Act inbound, which he frames as key progress this year, source: @0xferg. For market positioning, this list implies potential demand expansion from retirement accounts (401k access), yield enhancement via ETP staking passthrough, deeper institutional adoption from BlackRock and Stripe onchain activity, increased primary issuance via an ICO platform, and regulatory clarity through the GENIUS and CLARITY Acts—factors that could be monitored as liquidity and risk-premium drivers across BTC and broader crypto beta, source: @0xferg. Traders should track headline timing and implementation details for each item to gauge durability of flows and sentiment, as these catalysts—if and as they materialize—tend to compress risk premia and support momentum in BTC-led uptrends, source: @0xferg.

According to Michaël van de Poppe, LINK/BTC has formed a higher low, indicating resilience and strength versus other protocols and suggesting potential follow-through on the pair’s relative performance, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025. Van de Poppe highlights that a Clarity Act is on the horizon, making regulatory developments a key watchpoint for traders tracking LINK/BTC momentum, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025. He also states that the market is underestimating the impact of commercial real estate (CRE), adding a macro factor traders should monitor alongside the technical setup, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025. He expects more strength to materialize following the higher-low structure in LINK/BTC, reinforcing a constructive near-term bias, source: X post by Michaël van de Poppe (@CryptoMichNL), Dec 4, 2025.

According to @0xferg, after the Epic Games court case, apps can link to external payments and NFTs without the 30% app store fee, improving mobile distribution economics for crypto games, source: @0xferg (X, Dec 3, 2025). @0xferg adds that consumer wallets have become streamlined via social logins, lowering onboarding friction for non-crypto-native users, source: @0xferg (X, Dec 3, 2025). @0xferg states that stablecoins are now mainstream as simple payment rails with backing from major institutions, which can support higher conversion for in-game asset purchases and NFT transactions, source: @0xferg (X, Dec 3, 2025). @0xferg further claims the GENIUS Act has passed and the CLARITY Act is progressing, opening clearer legal pathways to integrate crypto payments into games, source: @0xferg (X, Dec 3, 2025). For trading, these four catalysts signal potential upside in crypto gaming engagement and NFT marketplace volumes as multi-billion-dollar studios are reportedly in discussions, so monitor sector flows, wallet growth, and app store policy implementations as near-term catalysts, source: @0xferg (X, Dec 3, 2025).

According to Robbie Ferguson via Twitter on Nov 20, 2025, Immutable is merging two of the biggest gaming chains, its wallet reached 5 million users in 15 months at roughly 2x MetaMask's growth pace, and signed games rose by more than 50 percent in six months to over 680. Source: Robbie Ferguson, Twitter. Ferguson added that they are talking with the biggest video game studios about gaming tokens after the CLARITY Act. Source: Robbie Ferguson, Twitter. Immutable's native token is IMX. Source: Immutable.

According to @CryptoMichNL, market interest in ETH was strong above USD 4,000 but is muted below USD 3,000, highlighting a sentiment-driven dislocation between price and demand (source: X post by @CryptoMichNL, Nov 17, 2025). He states that fundamentals are stronger now with a CLARITY Act on the horizon, implying a better risk-reward for buying sub-USD 3,000 compared with chasing highs above USD 4,000 (source: X post by @CryptoMichNL, Nov 17, 2025). For trading, he effectively marks USD 3,000 as an accumulation zone and USD 4,000+ as resistance based on observed investor behavior, pointing to a contrarian setup in ETH (source: X post by @CryptoMichNL, Nov 17, 2025).

According to @AltcoinDaily, Coinbase released a new ad and characterized it as unleashing the crypto bulls, signaling a positive shift in market sentiment (source: @AltcoinDaily). The same post states that the Clarity Act, described as a U.S. market structure bill, is coming, highlighting a potential regulatory catalyst for crypto trading (source: @AltcoinDaily). Traders may view these headlines as near-term drivers for BTC and ETH price action based on the assessment shared in the post (source: @AltcoinDaily).