CLARITY Act Passage Odds Drop to 23% as 2027 Delay Looms

Senate adjournment risks pushing CLARITY Act to 2027. Polymarket odds fall to 23%. Large firms like Coinbase and Circle gain advantage amid regulatory uncertainty.

Woofun AI reports that the US Senate’s adjournment on August 7th severely limits the window for the CLARITY Act, potentially delaying passage until September or post-midterm elections in 2027. The primary legislative hurdle remains Democratic insistence on ethical provisions for senior officials, which are absent from the current merged draft.

During this regulatory ambiguity, well-capitalized entities such as Coinbase and Circle demonstrate superior adaptability, with ARK Invest increasing holdings and Circle securing a federal banking charter in July. Conversely, smaller firms and DeFi projects face continued pressure. Polymarket data indicates the probability of the act passing in 2026 has declined to 23%, down from Galaxy Research’s mid-May estimate of 67%-75%.