Trump's concession on the Clarity Act: a key trigger for the bullish rally of BTC and the entire crypto market
The US presidential administration has reached a preliminary agreement on the ethical rule that had been blocking the advancement of the Clarity Act (H.R. 3633). This document is the first comprehensive federal act for the crypto industry, which will finally delineate the powers of the SEC and the CFTC, granting primary control to the latter. The removal of this barrier paves the way for a Senate vote, and in my assessment, this is a much more significant event than it appears at first glance.
The key issue lay in the so-called "ethical amendment," which prohibits government officials from receiving income from digital assets. President Trump, whose personal crypto portfolio, according to the OGE, brought him approximately $1.4 billion in 2025, resisted strict restrictions. However, the White House made concessions by agreeing to stricter wording. The regulator's crypto advisor, Patrick Witt, even postponed his military training to see the process through, while David Sacks, Chairman of the Council of Advisors on Science and Technology, openly welcomed this decision.
Why is this so important for the market? The Clarity Act gives institutional investors what they have been waiting for for years — a clear legal status for each token. Pension and sovereign wealth funds cannot invest in assets without a clear classification. Once the rules are adopted, they will begin investing in cryptocurrency on par with stocks. JPMorgan analysts have already called this move the main trigger for an influx of institutional capital. In my opinion, the effect of the Clarity Act could surpass the impact of the GENIUS Act, which previously pushed market capitalization above $4 trillion.
Nevertheless, the intrigue remains. For the law to pass in the Senate, 60 votes are needed, and the Republicans currently hold only 53 seats. So far, only two Democrats have declared their support. The vote is scheduled before August 7; otherwise, the matter will be postponed until the fall. If a compromise is reached, we can expect a powerful bullish impulse that will affect not only BTC but the entire market, including Russian investors using global platforms.
My expert opinion: Trump's concession is not just a political compromise but a signal that the era of SEC regulatory arbitrariness is coming to an end. The Clarity Act will become the foundation for a new supercycle, where institutions begin buying cryptocurrency like a commodity. For BTC, this is a direct path to updating historical highs.