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Senate Window Narrows as CLARITY Act Stalls on the Calendar

Missing a July floor slot would likely push U.S. crypto rulemaking into the fall or 2027, raising the risk that firms relocate to friendlier jurisdictions.

Overview

  • The bill is stuck on the Senate legislative calendar with no motions filed to begin debate and no scheduled floor vote, leaving its pre‑August window in jeopardy.
  • Senate leaders face a cramped July schedule that is strained further by President Trump’s linkage of other measures to the SAVE Act, which is consuming leadership time and crowding out specialized legislation.
  • Key policy disputes remain unresolved over enforceable ethics and conflict‑of‑interest language, anti‑money‑laundering scope, developer protections tied to the BRCA, and stablecoin rules, any of which could change the vote math.
  • Market signals show waning near‑term confidence: on June 29, analysts at Galaxy Digital cut 2026 passage odds to about 50% and Polymarket prices the chance at roughly 44%, while industry lobbying has intensified, including Ripple’s public ad campaign.
  • If Senate leaders do not secure July floor time and negotiators fail to merge competing committee texts, the bill would likely be delayed into September or 2027, forcing a fresh cloture fight, House alignment, and the president’s signature before it can become law.