BIG: Crypto stocks rally on CLARITY Act progress.
@circle surged ~+20% in a day.
@coinbase up ~+6%.
Others like @BitGo, @RobinhoodApp, @MicroStrategy also moved higher.
Why the rally?
New CLARITY Act compromise on stablecoins.
Removes uncertainty around regulation.
Markets are betting on “winners” early.
What changed in the bill?
→ No interest/yield on stablecoins.
→ BUT rewards for usage (payments, transfers) still allowed.
This is BIG for Coinbase & Circle.
Circle pumped the most as clearer rules strengthen solana:EPjFWdd5AufqSSqeM2qN1xzybapC8G4wEGGkZwyTDt1v's position, making it the biggest beneficiary of regulatory clarity.
Extra boost came from bitcoin:native breaking $80K and strong market sentiment overall.
Prediction markets reacted fast, with odds of the bill passing jumping from ~46% to over 60% in just 24 hours.
What’s next?
→ Senate committee vote likely mid-May
→ Then multiple steps before final approval
Banking lobby pushing back hard.
Bill still not guaranteed (roughly 50-50 odds.
Markets are pricing in the future early — betting that regulation clarity will unlock the next wave of crypto growth.
