Navigating the crypto markets for the better part of 15 years at times has felt like (I imagine) what the 1850s gold rush must have been like.
Anyone could rock up with a pan, stake a claim and hope for riches. Often, individuals would strike gold.
But then again, “claim jumping” was commonplace, people would quite literally get shot over a boundary dispute, and entire towns would spring up overnight, and then just as fast disappear.
Crypto was all of that, and the government was often the one shooting people over disputes (figuratively in this case).
It was ruled by enforcement, endless SEC lawsuits, and a hostile environment that pushed innovation offshore.
But a monumental shift is taking place right now in Washington and Coinbase CEO Brian Armstrong has publicly spoken with an update that suggests a new golden era of crypto is possibly only weeks away.
Brian on the inside
Standing in the iconic rotunda of the U.S. Capitol (the same building where laws that shape global finance are forged), Armstrong posted a video this week that has the entire industry buzzing.
Source: Brian Armstrong via X.com
Back in DC, pushing for market structure legislation, he said.
“We’ve seen a lot of great progress since I was last here… We’ve got a good chance of a markup of this bill in December,” and then he says, “Hopefully get it to the President’s desk shortly thereafter.”
“This bill will get crypto further unlocked in the US with clear rules, which will benefit all companies.”
I don’t think there’s anyone as connected with the progress of the CLARITY Act as Armstrong.
And he’s now telling us it could be on the President’s desk in a matter of weeks.
That is monumental.
If you have no idea what the CLARITY Act is or why it’s important, here are the key things.
The Digital Asset Market Clarity Act of 2025 (CLARITY Act) is the most comprehensive crypto market structure legislation ever. Passed by the House earlier this year with strong bipartisan support, it draws a line between the SEC and CFTC.
On one hand, digital assets that function like commodities (think Bitcoin, Ethereum, and most utility tokens on mature, decentralized blockchains) fall under the lighter-touch CFTC oversight.
On the other hand, true investment contracts or securities stay with the SEC.
In short, CLARITY ends the “regulation by ambush” era and replaces it with predictable, innovation-friendly rules tailored to digital assets. No more guessing games about whether your project is a security. No more fleeing to Singapore or Dubai.
The other thing I want you to know is what impact this bill will have on the wider crypto market and the specific crypto that James Altucher and I believe will “moon” off the back of it.
Why This Feels Like the Dawn of a New Era
Armstrong isn’t alone in his excitement. The chess pieces are moving fast to get this bill passed and the market in line with the clear rules.
Remember, the stablecoin framework (GENIUS Act) is already law.
Senate drafts are circulating that mirror much of the House-passed CLARITY text.
Lawmakers from both parties are openly supportive, tired of watching the U.S. fall behind while trillions in digital asset value build elsewhere.
And if CLARITY becomes law, here’s what we’re saying happens next…
Trillions in sidelined capital floods into the market. Institutions that continue to sit it out due to regulatory fear (pensions, endowments, banks) finally get the green light they need to deliver what their customers demand.
Tokenized real-world assets explode. Stocks, bonds, real estate, and private credit on-chain, with clear custody and trading rules. It will see a boom in capital raising in the crypto market that we’ve never seen before.
DeFi and on-chain innovation surges (at least in the U.S.). Builders return to the U.S., launching protocols without constant SEC shadows.
A true “crypto renaissance”. We could see the biggest bull cycle yet, driven by real utility and adoption within defined, predictable, certain frameworks, rather than just speculation and confusing laws.
Even before the ink is dry on CLARITY, we’re already seeing proof of what’s coming. Just this month, a groundbreaking new project launched that completely disrupts banking, allowing everyday users to earn real yield on stable assets in ways that make legacy banks look archaic.
It’s built on a crypto that you can learn more about when you watch James’s video, and also something I’ll explain more to you about next week.
It is, in short, about to break traditional banking.
Anyway, back to Armstrong…
When you line up Armstrong’s optimism, and his clear line into policymakers, the legislative momentum, and the innovations already hitting the market… even with crypto prices depressed today, the industry has never looked more explosive and exciting.
We are poised to launch into a whole new era of digital assets.
Clear rules aren’t just coming in the distant future, according to the man leading the charge in D.C. and leading the world’s largest crypto company, they’re arriving in a matter of weeks.
If you’re not positioned in this market yet, now might be the time to finally make your move.
Until next time,
Sam Volkering
Contributing Editor, Investor’s Daily
