🪙 First – Overview
Bitcoin (BTC) at $90,417 is the clearest indicator of global digital investor confidence, so any major regulatory legislation such as the CLARITY Act will have an immediate impact on its performance. This law aims to establish regulatory clarity for stablecoins and define operational frameworks within the U.S. financial system, creating a more stable and attractive environment for major institutions.
Meanwhile, market data shows the Fear & Greed Index at 30, reflecting a state of relative caution, while the AHR999 value of 0.55 indicates the market remains in a fair valuation zone with a moderate upward bias. All of this makes understanding the impact of the CLARITY Act essential for determining the next direction of Bitcoin and other assets.
⚖️ Second – Detailed Analysis
Legal framework and transparency
The law will provide legal clarity for the issuance and trading of stablecoins such as USDT and USDC, which are the primary drivers of liquidity in trading pairs, especially on exchanges reliant on Bitcoin liquidity.
With the implementation of regulation, financial institutions are expected to increase their adoption, thereby boosting the fundamental demand for BTC as the primary reference asset in the market.
Impacts on Bitcoin (BTC)
With technical support for Bitcoin set at $90,000, the anticipated regulatory clarity will enhance the interest of long-term institutions, especially as the supply held by long-term holders has reached over 14 million BTC, reflecting high scarcity and strong confidence.
If the law is passed in a market-supportive form, Bitcoin could become a quasi-regulated asset, potentially pushing the price to test resistance levels between $95,000 and $100,000 during the first quarter of 2026.
Impact on Ethereum (ETH) and decentralized finance
Ethereum (ETH) at $3,103 will benefit from increased public confidence in regulated digital assets, as many stablecoins are backed by ERC-20 infrastructure.
DeFi projects will see new inflows of institutional liquidity, especially as legal concerns around using stablecoins within Ethereum protocols diminish.
Impacts on Solana (SOL) and alternative coins
Solana (SOL) is trading at $137.93 after strong performance and increasing institutional interest.
The implementation of the CLARITY Act will support fast first-layer projects like Solana, allowing them greater flexibility to integrate into regulated digital payment systems.
Although Bitcoin's dominance index stands at 58.7%, the alternative coin season index at 43 suggests a potential gradual shift of capital toward high-performance coins after Bitcoin stabilizes.
Impact on capital flows and institutions
The law encourages American banks to directly engage with stablecoin issuances, meaning additional institutional capital will flow into recognized regulated platforms.
This openness will positively impact major exchanges like MEXC, which offer deep liquidity across all major pairs, enabling easier access for institutional capital seeking regulatory compliance.
Medium-term outlook
In the short term (1–3 months): The market will remain cautious until the final version of the law is released, with Bitcoin expected to continue trading sideways within a range of $90,000–$95,000.
In the medium term (3–9 months): Regulatory clarity will improve investor sentiment and increase institutional trading volume, with highly liquid coins like ETH and SOL potentially gaining 20–30% relatively, depending on the market's overall response.
In the long term (through the end of 2026): The law is likely to solidify digital assets as an integrated part of the U.S. financial system, paving the way for new structural growth in both the Bitcoin and Ethereum markets.
📊 Third – Summary
The CLARITY Act represents a significant regulatory turning point that could transform the digital market from a legally gray area into a clear and organized environment.
Bitcoin (BTC) will benefit directly as the most trusted reference asset, while Ethereum (ETH) and Solana (SOL) will gain from capital flows toward smart networks.
The new frameworks may slow the growth of some small, non-compliant projects, but they will grant the market long-term maturity and stability that support current valuations and enhance institutional trust.
Final outcome:
Enactment of the CLARITY Act will have a positive structural impact on the digital asset market, reallocating capital toward leading assets such as BTC at $90,417, ETH at $3,103, and SOL at $137.93, creating better investment opportunities within a more stable and clearly regulated market.
