Clarity Act's Passage Odds Increase Amid Senate Deal and Armstrong's Support

The likelihood of the Clarity Act passing in 2026 has increased significantly, with odds rising from 46% to 64%, following a recent agreement among senators on stablecoin yield regulations. According to NS3.AI, this development was further bolstered by support from Brian Armstrong. The draft legislation proposes a ban on payments that resemble interest-bearing bank deposits, while still permitting rewards linked to genuine activities or transactions. The bill mandates that U.S. financial regulators provide clarification on the rule within a year. Additionally, a Senate Banking Committee markup could occur as early as this month.