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The Polylog Crypto Intelligence Brief

Morning Edition · Sunday, July 26, 2026Published at 1:29 AM EDT · New York

Galaxy Digital Cuts Odds of US Crypto Market-Structure Bill to 30% as Senate Clock Runs Down

The CLARITY Act needs a deal within days to clear before recess, and disputes over President Trump's crypto income remain a central obstacle even as Fidelity urges passage.

Galaxy Digital Cuts Odds of US Crypto Market-Structure Bill to 30% as Senate Clock Runs Down

Galaxy Digital, a crypto investment firm, lowered its estimate of the odds that the CLARITY Act becomes law this year to 30%, down from 50% less than a month earlier. The bill would set the market-structure rules that divide oversight of di…

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Crypto Political Spending Converts Into US Policy Wins

Over ~3-9 months, crypto-industry political money translates into concrete US policy outcomes — election wins and statutory moves like a federal CBDC ban — entrenching a regulatory environment favorable to the industry.