Regulation· ★★★· neutral·

Analysts: Fed rate matters more to crypto than CLARITY Act failure

  • Analysts: CLARITY Act failure is not a structural problem but a shift in regulatory timing
  • BTC fell 2.85% to $75,756, ETH 4.5%, XRP 9.2%, SOL 5.4%
  • Coinbase shares fell more than 10%, Circle 11.4%, Strategy 5.4%
  • Key triggers: Fed rate, spot ETF inflows, and a regulatory workaround without 60 votes
Why it matters: Investors are reassessing the weight of regulatory risks: without legislation, the market will focus on the Fed rate and ETF flows.
Source: Bloomingbit