CLARITY Act Odds Drop, But Wall Street Keeps Building

- Galaxy Research puts CLARITY Act passage odds at just 30% for this year.
- Polymarket puts the odds at roughly 39% for the bill becoming law in 2026 alone.
- JPMorgan, Bank of America, and Citi unveiled a shared tokenized deposit network.
The CLARITY Actโs odds of passing this year just got worse. Galaxy Research downgraded its chances to 30% from 50%, citing a tight Senate vote margin and lingering Republican opposition. Prediction market Polymarket currently puts the odds at 39% for passage sometime in 2026, though some analysts think the real number may be even lower.
The timing concerns are real. Senate Majority Leader John Thune said this week he doesnโt expect a vote before the August recess, the window many consider the most realistic chance for passage. After that, the legislative calendar tightens considerably, making it harder to find the 60 votes needed to mโฆ
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