Trump's Compromise on the Clarity Act: Removing the Main Barrier to the BTC Bull Run
A key event for the entire crypto market has taken place: the administration of the US President has made concessions on the ethical provision of the Clarity Act bill. This step has unblocked the document's path to a Senate vote, and in my assessment, this is far more significant than it appears at first glance.
Let me recap the essence. The Clarity Act (H.R. 3633) is the first comprehensive federal act for the crypto industry in US history. Its main goal is to delineate the powers of the SEC and the CFTC, transferring primary control to the latter. This will provide the market with long-awaited clarity: each token will receive a clear legal status — a commodity or a security.
The main sticking point was the ethical amendment prohibiting government officials from receiving income from digital assets. Democrats insisted on strict restrictions, while the president, whose income from crypto assets in 2025, according to public data, amounted to about $1.4 billion, feared personal financial losses. The stumbling block was a conflict of interest at the very top.
Why the compromise is a breakthrough
The White House agreed to stricter wording. Regulatory crypto advisor Patrick Witt confirmed that he remains in his post to see this through — even postponing his military training for this purpose. The head of the President's Council of Advisors on Science and Technology, David Sacks, openly welcomed this decision. This demonstrates: the administration is willing to sacrifice personal interests for systemic progress.
Nevertheless, 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 53 seats. This means at least seven Democrats will need to be brought on board. The timeline is extremely tight: Majority Leader John Thune plans to hold the vote before August 7. If they don't make it, the issue will be postponed until the fall.
For institutional investors, this law is the "holy grail." Pension and sovereign wealth funds cannot purchase assets without a clear status. Once the rules come into effect, they will be able to invest in cryptocurrency on par with stocks. JPMorgan analysts have already called this step the main trigger for an influx of institutional capital.
My assessment: the passage of the Clarity Act will have an even more powerful impact on the market than the recent signing of the GENIUS Act, which pushed market capitalization above $4 trillion. We are on the threshold of an era where the age of lawsuits and pressure will give way to an age of written rules. A repeat of a collapse on the scale of FTX will become impossible. This is exactly what major players have been waiting for, and now Bitcoin could receive a powerful catalyst for a new bull run.