Policy: JPMorgan Says the CLARITY Act May Pass by Mid-Year, a Potential H2 Catalyst

Regulatory clarity could be coming sooner than expected. In a fresh research note, JPMorgan analysts (led by Nikolaos Panigirtzoglou) highlight that the CLARITY Act — the long-awaited U.S. market structure bill for digital assets — has strong momentum and could pass by mid-2026.

This legislation aims to end "regulation by enforcement," clearly divide oversight between the SEC and CFTC, ease compliance for certain tokens, boost institutional participation, and accelerate tokenization. JPMorgan calls it a "positive catalyst" for crypto markets in the second half of the year, potentially flipping sentiment from negative to bullish as clearer rules draw in big money.

With odds on Polymarket still solid (around 63%), this could be the spark crypto needs amid current pressures. Keep an eye on Senate debates — H2 2026 might look very different!

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