Wall Street Giant JPMorgan Sees Clarity Act Driving Second-Half Upside

JPMorgan analysts predict the Clarity Act, a comprehensive crypto regulatory framework bill, could be signed into law by mid-2026 and drive crypto market gains in the second half of the year. The bill remains stalled due to disputes over stablecoin yields and a provision targeting Trump family crypto interests.

• →JPMorgan predicts the Clarity Act will pass by mid-2026 and serve as a catalyst for crypto market growth in the second half of the year.
• →The bill aims to establish unified regulatory framework for crypto classification and trading across all US regulatory bodies.
• →Two key disputes blocking progress involve stablecoin yield provisions and restrictions on government officials owning crypto assets.
• →Banks oppose allowing stablecoin holders to earn rewards, fearing it would pull deposits away from traditional financial institutions.
• →The March 1 deadline for progress passed without resolution, though negotiations continue at the White House level.