Crypto Scenario Insights

CoinShares flows surge on CLARITY Act progress — but will regulatory momentum survive current spot market headwinds?

What happened

Digital asset investment products recorded $857.9 million in weekly inflows, driven by US-led demand and optimism over the CLARITY Act stablecoin yield compromise.

What we think

The most likely outcome is a neutral consolidation phase (55% probability) with Bitcoin trading between $63,000 and $66,500, as the market awaits the formal legislative markup of the CLARITY Act.

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CoinShares flows surge on CLARITY Act progress — but will regulatory momentum survive current spot market headwinds?

We explain what happened and what could follow. We do not forecast prices.

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