Trump's concession on the Clarity Act: a breakthrough that will drive the crypto market to historic highs
On Monday evening, an event occurred that many analysts are already calling the biggest positive catalyst for the crypto industry in its entire history. The US presidential administration has agreed on a key ethical norm for the crypto market structure bill, the Clarity Act. Formally, this is merely a compromise on a procedural issue, but in reality, it removes the last barrier preventing the document's passage in the Senate.
What is the essence of the breakthrough?
The Clarity Act (H.R. 3633) is intended to become the first comprehensive federal act for the US crypto industry. Its main goal is to delineate the powers of the SEC and CFTC, transferring primary control over digital assets to the Commodity Futures Trading Commission. This will give the market what it has lacked for years: a clear answer about the status of each specific token — whether it is a commodity or a security.
The House of Representatives approved the document back in the summer of 2025. The Senate Banking Committee then supported the bill in May 2026. However, the process stalled due to an ethical amendment prohibiting officials from receiving income from digital assets. The reason for the White House's resistance lay in personal finances: according to the OGE, the president earned about $1.4 billion from crypto assets in 2025.
The compromise and its consequences
The White House made concessions by accepting stricter wording. Regulatory crypto advisor Patrick Witt confirmed his readiness to see the matter through, even postponing military drills for this purpose. Chairman of the President's Council of Advisors on Science and Technology David Sacks also publicly welcomed this decision.
However, an agreement has so far only been reached with Republicans. To pass the law, 60 votes are needed in the Senate, and Republicans currently hold only 53 seats. Consequently, seven more Democrats must be brought on board. So far, only two of them have declared their support. The timeline is extremely tight: Majority Leader John Thune plans a vote before August 7. If delayed, the issue will be postponed to the fall or November.
Why will this drive the market?
The significance of this law cannot be overstated. The document will permanently end the discord between the SEC and CFTC, replacing the era of lawsuits and pressure with clear, written rules. A repeat of a collapse on the scale of FTX will become impossible. Previously, the signing of the GENIUS Act pushed market capitalization above $4 trillion. However, the Clarity Act will have an even more powerful impact.
My expert opinion: We are on the verge of an institutional supercycle. Once pension and sovereign funds gain legal certainty, they will begin buying bitcoin and other assets on par with stocks. This is not just a rally — it is a paradigm shift that will rewrite the history of the crypto market.