Ether, solana, XRP likely to gain if Clarity Act progresses

The Senate is due to consider a cloture motion that would advance the Clarity Act, a step that allows extended debate but does not itself enact the legislation. Analysts contacted by CoinDesk characterized the procedural vote as roughly a toss-up, and cautioned that even passage of cloture would be far from guaranteed final approval this year.

Market participants and researchers say a favorable procedural outcome could prompt quick upside in major crypto assets, though winners may vary. Quant firm TDX Strategies forecast a sharp rally in bitcoin if cloture passes, including a break above $82,000 and a move toward the $88,000–$90,000 range; it also warned that a rejection could produce a pullback toward about $73,000. Several researchers noted, however, that bitcoin may be less sensitive to regulatory clarity than other tokens because its ETF access and institutional frameworks are already more developed.

Ether is widely cited as a likely relative beneficiary given remaining regulatory uncertainty and its central role as a settlement layer for stablecoins, decentralized finance and tokenized assets. Analysts also pointed to solana and XRP as assets that could gain if the legislation clarifies the dividing lines between the SEC and the CFTC, potentially improving institutional access, product issuance and long-term capital inflows. DeFi tokens such as UNI and AAVE were described as higher-beta plays if the bill were to explicitly protect non-custodial developers and decentralized protocols.

Experts urged caution about reading too much into an immediate price spike. Bitget Wallet’s Lacie Zhang noted that a brief rally that fades quickly would likely be a headline-driven trade; for a lasting repricing she said ether would need to outperform bitcoin, UNI and AAVE would have to show sustained strength, spot trading volume should rise relative to leveraged futures, and gains would need to persist across multiple sessions. Observers also warned macro factors could offset regulatory tailwinds — for example, a possible Federal Reserve interest-rate decision this week could tighten liquidity and blunt upside.