The Clarity Act: Where Crypto's Big Fight Stands

Sean Farrell, Fundstrat's Head of Digital Asset Strategy, and Tom Block, Fundstrat's Washington Policy Strategist, sat down with Kristin Smith, Miller Whitehouse-Levine, and Colin McLaren of the Solana Policy Institute for an exclusive conversation on where crypto's regulatory fight actually stands. In this discussion, they covered: • The Clarity Act endgame: where market structure legislation actually stands, the panel's realistic odds of passage, and why the Senate calendar was the single most important factor at play • Process over promises: what is happening behind closed doors on the Hill, and what it takes to move a bill from committee to a floor vote • Beyond the legislation: the rulemaking already underway at the SEC and CFTC, and why the bullish tailwinds do not hinge on a single bill • Tokenization and derivatives: the outlook for tokenized securities, perpetual futures, and the next wave of regulated crypto products • The political map: how the midterms could reshape the regulatory landscape for crypto and markets more broadly • The GENIUS Act at one year: what the landmark stablecoin law has delivered, and what comes next Conflicts of Interest: The Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports. The Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here: https://fundstratdirect.com/disclosures/