As the US Senate prepares to enter the crucial debate phase of the CLARITY Act, the market is beginning to reassess the bill's impact on crypto assets. Foreign media reports indicate that analyst Michaël van de Poppe believes many investors are still overly focused on short-term volatility, neglecting the potential repricing opportunities that some projects may experience after regulatory clarity improves.
Ethereum is listed as the preferred choice
Ethereum topped his list. The article states that if the Clarity Act provides clearer regulatory clarification for digital assets and alleviates market concerns about token attributes, the Ethereum ecosystem could be one of the main beneficiaries.
He believes that Ethereum remains one of the most important targets for institutions deploying blockchain financial infrastructure. The underlying logic mainly stems from the continued advancement of tokenization, stablecoins, and on-chain financial systems.
Chainlink and Aave were also named.
Besides Ethereum, Chainlink is also on the list of projects to watch. The article mentions that Chainlink, as an infrastructure connecting on-chain and real-world data, has participated in numerous tokenization and institutional blockchain projects. If regulatory pressure eases, projects with existing practical applications and an established ecosystem may find it easier to regain funding.
Aave is the third project on the list. The report points out that the DeFi sector has been under significant pressure over the past year, but sentiment towards related protocols could improve if the market develops more stable expectations regarding the regulatory framework. Michaël van de Poppe considers Aave to be one of the stronger protocols in the sector.
- Projects under observation include: ETH, LINK, AAVE
- The areas involved include: stablecoins, tokenization, and DeFi.
- The focus of observation is on the progress of the Clarity Act discussions.
He disagreed with the assessment that "the good news has been priced in".
This article offers a contrasting view to the common market expectation of a "rebound after the news is released." Michaël van de Poppe argues that if the bill progresses smoothly, its impact may not be limited to short-term trading events, but could more likely become the starting point for further recovery in the Web3 market.
He also stated that the current market position may be closer to the end of the downtrend cycle than many investors realize. According to him, if regulatory uncertainty decreases, risk appetite for mainstream altcoins and DeFi assets is expected to rebound.
However, the article primarily presents the analyst's personal judgment and does not provide new details about the bill's text, nor does it disclose a more specific timeline. Currently, market attention remains focused on whether the US legislative discussions will lead to clearer asset classifications and industry rules.
