{"id":78287,"date":"2026-09-17T07:35:54","date_gmt":"2026-09-17T07:35:54","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/is-the-clarity-act-really-not-needed-for-bitcoin-price-to-rally\/"},"modified":"2026-09-17T07:35:54","modified_gmt":"2026-09-17T07:35:54","slug":"is-the-clarity-act-really-not-needed-for-bitcoin-price-to-rally","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/is-the-clarity-act-really-not-needed-for-bitcoin-price-to-rally\/","title":{"rendered":"Is the CLARITY Act Really (Not) Needed for Bitcoin Price to Rally?"},"content":{"rendered":"<p><b>(Originally posted on : Bitcoin News )<\/b><br \/>\n<\/p>\n<div>\n<div class=\"@container mb-[25px] rounded-sm overflow-clip py-0.5 pr-0.5 pl-2.5 bg-success-100\">\n<div class=\"flex flex-col gap-m overflow-clip rounded-[6px] !bg-success-10 p-3 @[420px]:p-m\">\n<h2 class=\"m-0 flex items-center gap-s text-[19px] !text-[#1c1c1c] md:text-[20px]\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"10\" viewbox=\"0 0 16 10\" fill=\"none\" class=\"shrink-0 text-success-100\" aria-hidden=\"true\"><path d=\"M1 1.5h14\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><path d=\"M1 8.5h10\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><\/svg><span>Key Takeaways<\/span><\/h2>\n<ul class=\"m-0 flex list-none flex-col gap-m pl-0\">\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">The CLARITY Act may add legal protection for bitcoin\u2019s existing regulatory status, but it is unlikely to drive bitcoin price directly.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">U.S. bank capital rules for bitcoin could have a greater impact on demand than the Act if they become more favorable.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">The bill\u2019s biggest long-term value for bitcoin could come after 2029 by making supportive regulatory policies harder for a future administration to reverse.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p>On Tuesday, in the Senate, <a href=\"https:\/\/news.bitcoin.com\/regulation-and-legal\/clarity-act-made-126-concessions-and-still-couldnt-get-60-votes\/\">CLARITY Act cloture failed<\/a>. On Polymarket, this pushed the odds of signing the bill into law this year to 5%, compared to 15% on the day of the vote. On the same day, the bitcoin price dropped toward $75,000, down 1% in a day. The market was left guessing whether the move was related to the failed vote or expectations that the U.S. Federal Reserve would hike rates the next day, Wednesday. In either case, throughout this year, BTC hasn\u2019t been moving in lockstep with the odds of approving the bill. Sometimes it has reacted to news from Congress; other times, it hasn\u2019t.<\/p>\n<p>And there might be a reason for this inconsistent correlation, as bitcoin already has many things that the bill offers.<\/p>\n<h2>Signing Into Law What Already Exists<\/h2>\n<p>In short, the CLARITY Act, among other things, <a href=\"https:\/\/www.lummis.senate.gov\/wp-content\/uploads\/EHF26724.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">would set federal rules for crypto asset markets<\/a>, establishing which tokens fall under the Securities and Exchange Commission (SEC) and which fall under the Commodity Futures Trading Commission (CFTC), as well as what banks and exchanges may do.<\/p>\n<p>While the bill itself doesn\u2019t mention bitcoin at all, the most popular cryptocurrency is already treated as a digital commodity by regulators, which the bill defines as a blockchain-powered asset that anyone can own and transact without a middleman.<\/p>\n<p>Regulators have already granted bitcoin multiple things that help its adoption and demand. Possibly the biggest of them is spot bitcoin ETFs, which regulators approved in January 2024 and which have since become a key player in the BTC market. In March 2026, both the SEC and the CFTC officially confirmed that bitcoin is a commodity, which also helps the market develop new bitcoin-related investment products, such as perpetual futures contracts on a U.S.-regulated exchange tied to bitcoin\u2019s spot price.<\/p>\n<p>Therefore, multiple BTC market players have dismissed the importance of the CLARITY Act for bitcoin specifically.<\/p>\n<h2>Who Needs Clarity?<\/h2>\n<p>\u201cBitcoin doesn\u2019t need CLARITY. America needs clarity,\u201d <a href=\"https:\/\/x.com\/saylor\/status\/2085631181152829643\" target=\"_blank\" rel=\"noopener noreferrer\">Strategy\u2019s Michael Saylor said<\/a> this past August, while still backing the bill and saying that \u201cBitcoin will succeed with or without legislation.\u201d<\/p>\n<p>Entrepreneur, investor, and Bitcoin advocate Anthony Pompliano also claims that bitcoin doesn\u2019t need the CLARITY Act to succeed, while <a href=\"https:\/\/x.com\/claver602\/status\/2100089537334542391\" target=\"_blank\" rel=\"noopener noreferrer\">Arthur Hayes, co-founder of the Maelstrom fund and the BitMEX exchange, said<\/a> that \u201cBitcoin didn\u2019t need the Clarity Act from 2009 until the present, it doesn\u2019t need it to the future.\u201d<\/p>\n<p>\u201cCrypto will be fine without the Clarity Act. We are lucky to have two agencies, the SEC and CFTC, with all of the excellent staff and authority they need to do the job,\u201d <a href=\"https:\/\/x.com\/jchervinsky\/status\/2099957993051668922\" target=\"_blank\" rel=\"noopener noreferrer\">Jake Chervinsky, CEO of Hyperliquid Policy Center, concluded<\/a>.<\/p>\n<h2>More Important Change for Bitcoin Price Is Brewing<\/h2>\n<p>The bill can still support the adoption of BTC and its products. For example, it would write into law banks\u2019 right to hold bitcoin for customers and offer lending, payments, derivatives-related, and other services. This might not increase demand for bitcoin the way changed capital rules for banks can, as the bill allows banks to hold bitcoin only for purposes such as fees, risk management, and settlement. Therefore, the main obstacle to banks starting to buy bitcoin remains.<\/p>\n<p>Now, under the global Basel standard, a bank would need to hold at least $1 million in capital to back $1 million in bitcoin. However, the U.S. hasn\u2019t adopted this rule, and local regulators haven\u2019t settled their own capital rules for bank-held bitcoin either. In the meantime, the Basel Committee is reviewing this rule, while Bitcoin industry lobbyists <a href=\"https:\/\/news.bitcoin.com\/6-senators-challenge-1250-bitcoin-capital-rule-they-say-blocks-banks-from-crypto\/\">and some senators are also working on this<\/a>. Should this rule change into a more favorable one, it might affect demand for bitcoin more than the CLARITY Act.<\/p>\n<p>What\u2019s more, should this bill be signed into law this year, not much would really change in practice before late 2027. Most of the Act would start only 360 days after signing.<\/p>\n<h2>Protection From Policy Changes and Altcoin Support<\/h2>\n<p>So what is this fuss all about? The strongest value of the CLARITY Act is making many regulatory decisions permanent by writing them into law. For bitcoin, it\u2019s mostly about its commodity status and banks\u2019 permissions.<\/p>\n<p>Should the next administration, after the U.S. presidential election in November 2028, be less friendly to bitcoin, undoing the supportive policies would be harder once they\u2019re signed into law.<\/p>\n<p>What\u2019s more, while not creating new demand, the CLARITY Act could make the crypto asset system safer and clearer for customers, while also protecting Bitcoin developers, miners, and dormant self-custodied BTC should anyone try to seize \u201cabandoned\u201d coins, as <a href=\"https:\/\/news.bitcoin.com\/noah-doe-linked-bitcoin-awakens-again-as-another-2011-casascius-coin-cashes-out\/\">the market saw this year<\/a>.<\/p>\n<p>Meanwhile, the altcoin market, such as XRP, might get more from the bill, as it would make the rules for those assets also harder to change. In turn, it could drain some of the capital that could otherwise go into bitcoin.<\/p>\n<h2>Bitcoin Is a Global Market Asset<\/h2>\n<p>Therefore, the bill, as it is, is less relevant for the bitcoin price both in the short and longer term, with the biggest, so far theoretical, regulatory risks coming mainly after January 2029, when the next U.S. president enters the White House. However, while the bill\u2019s content is less relevant in the short term, market sentiment around the vote may still affect the bitcoin price.<\/p>\n<p>Other regulatory changes, such as the above-mentioned Basel rule, could affect the demand for bitcoin and, subsequently, its price more, while the market has many other moving parts that could affect BTC. Moreover, the U.S., while being a leading BTC market, is still only one of the markets around the globe, and developments there can also affect bitcoin.<\/p>\n<p>\u201cI see the US selling with the failed Clarity Act (on Coinbase). Meanwhile, the more dominant global offshore continues accumulating (on Binance). Bullish,\u201d bitcoin analyst <a href=\"https:\/\/x.com\/willywoo\/status\/2100030311904235758\" target=\"_blank\" rel=\"noopener noreferrer\">Willy Woo pointed out<\/a> following the failed vote on the Act.<\/p>\n<p>To conclude, all the bullish long-term bitcoin price forecasts coming even from industry players in the U.S. see bitcoin possibly reaching hundreds of thousands or even $1 million by 2030. These long-term estimates have been made regardless of whether the CLARITY Act is signed into law.<\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/news.bitcoin.com\/opinion-and-analysis\/is-the-clarity-act-really-not-needed-for-bitcoin-price-to-rally\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Bitcoin News ) Key Takeaways The CLARITY Act may add legal protection for bitcoin\u2019s existing regulatory status, but it is unlikely to drive bitcoin price directly. U.S. bank capital rules for bitcoin could have a greater impact on demand than the Act if they become more favorable. The bill\u2019s biggest long-term [&hellip;]<\/p>\n","protected":false},"author":3947362405,"featured_media":78288,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/78287"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/3947362405"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=78287"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/78287\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/78288"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=78287"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=78287"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=78287"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}