Will the Clarity Act help Bitcoin rise again?

In the crypto world there is a lot of anticipation regarding the possible approval of the US Clarity Act.

Many in fact believe that its approval could help the crypto market recover, but there are also those who argue that the impact could actually be slower and more nuanced.

In particular, it is the effect on the price of Bitcoin that is being questioned, also because it will probably be above all Ethereum that will benefit from the approval of the new US regulatory framework on cryptocurrencies and stablecoins.

The approval of the Clarity Act

In theory, the final draft of the text of the Clarity Act should have been approved.

However, this does not mean at all that the final approval of the law will be quick and guaranteed.

On the contrary, if the text is no longer to be amended, it will presumably still be necessary to wait a few more months before the final approval and the entry into force of the new law. If, on the other hand, the text undergoes further changes, it will be necessary to wait much longer.

The fact is that the first draft was approved by the House as early as last year, in July 2025, with a strong bipartisan vote, but then once it passed to the Senate it underwent many changes. And so the new draft was approved by the Senate Banking Committee of the Senate only on May 14, 2026, with a fairly strong bipartisan vote.

Now, however, it still has to go to the final vote in the Senate, the date of which has not yet been announced. Afterwards, if the Senate approves it (which seems very likely), the new draft will go back to the House, where in any case final approval is not guaranteed.

The hypothesis circulating is that final approval could come between the summer and autumn of this year, but given the complicated process this law is going through, further twists and turns cannot be ruled out.

This is a very important bill for the crypto sector, because it clearly defines the roles between the SEC and the CFTC, introduces the concept of “mature blockchain” to distinguish securities from commodities, and gives more regulatory certainty to the sector.

Moreover, it should not be forgotten that the US market is by far the most important in the world in this sector.

The impact on the price of Bitcoin

The impact of the Clarity Act on Bitcoin in the US will in theory be positive, even if it may not make a big difference.

The main immediate changes will be regulatory clarity, and above all the transfer to the CFTC of the task of overseeing exchanges.

In the long run, however, the Clarity Act could increase institutional adoption, probably in a slow and cautious way. This could actually be the main positive consequence, but it will presumably take a long time.

However, the possible news of its approval could also have an immediate impact on the price. To tell the truth, though, in these cases the “buy the rumors, sell the news” dynamic often dominates, meaning that at the moment the long-awaited news is released, selling could be triggered, since the markets will try to price in the approval of the Clarity Act well in advance based only on rumors.

The most likely scenario, therefore, is that the positive impact on the price of Bitcoin will be the long-term one.

There is also the possibility, however, that the immediate changes could lead to an improvement in the situation of the crypto markets already over the course of a few months, with positive repercussions perhaps also on the price of Bitcoin.

The impact on altcoins

The situation changes, however, if we instead analyze the impact on altcoins.

First of all, the Clarity Act should mainly help the adoption of stablecoins, that is, a market currently dominated by Ethereum.

Moreover, while Bitcoin is already considered a commodity overseen by the CFTC, for several smaller altcoins the current status is still uncertain, so they could benefit significantly from being considered commodities, and not securities, at the regulatory level.

Therefore, it is estimated that the impact of the Clarity Act on Ethereum could be strongly positive, also for DeFi (currently dominated by Ethereum).

Even in this case, however, it will still take time, both because final approval may only come in a few months, and because the hypothetical sell-the-news could also occur on $ETH. But already a few months after approval, the first significant impacts on the price of $ETH itself could be seen.

To tell the truth, the impact on some altcoins could even be negative.

Those that could benefit include Solana, XRP, Chainlink, and perhaps also Cardano and Avalanche. On the other hand, new altcoins or those with a very limited market capitalization could in theory be harmed, because they will easily be considered securities.

In the long run, however, the crypto market as a whole should benefit, even if this will most likely concern only the major cryptocurrencies, or almost.