Bitmine chairman Tom Lee said on CNBC on Monday that crypto is recovering because it is being embraced outside the United States. Europe, Japan, and Russia are passing CLARITY Act-like bills to regulate the industry, which has spurred market momentum, he said.
Lee believes when this happens in the US, it will supercharge the market, which will become the programmable software layer of money.
“Because crypto is turning money into software, a lot of things can turn into money,” he said. Once that happens, things like loyalty points and reputation could start behaving a lot like money – especially in the hands of AI agents, one of crypto’s killer use cases.
This is why CLARITY Act matters more than many realize https://t.co/sckumOwJxa
— Thomas (Tom) Lee (not drummer) FundstratDirect.com (@fundstrat) July 27, 2026
BlackRock Senior Managing Director and Global Head of Market Development Samara Cohen echoed the sentiment, stating that the measure is an “important step toward establishing a regulatory framework for digital assets that puts investors first.”
She added that the bill would “help the United States shape the next era of market structure — supporting innovation while preserving the transparency, resilience and investor protections that keep the US the global leader in capital markets.”
The CLARITY Act passed the House in July 2025 with strong bipartisan support and advanced out of the Senate Banking Committee on May 14, 2026.
However, recent negotiations have centered on an ethics and conflict-of-interest section barring the president and members of Congress from issuing or sponsoring digital assets. A merged Senate text was released on July 22, incorporating ethics provisions.
Senate Majority Leader John Thune said on July 23 that he doesn’t expect the bill to reach a vote before the summer recess, with ethics remaining the main sticking point.
No floor vote is currently scheduled, so the practical deadline for 2026 passage is before the Senate’s August recess, around August 7. Missing it would likely push action into the post-midterm “lame-duck” period or into 2027.
“The procedural steps … make finishing before recess extremely difficult,” said policy relations consultant Anne Kelley.
“I know many peo
小靓分析：
🦊 小靓解读
Tom Lee 认为 CLARITY Act 等监管法案的全球推进（欧洲、日本、俄罗斯）正推动加密市场复苏，而美国若跟进将引爆“可编程货币”革命，使忠诚度积分、信誉等资产代币化，AI 代理将成为关键应用场景。
📊 市场影响
短期看，监管明朗化利好比特币等主流币，但法案落地前市场情绪易受政策摇摆影响；中长期若美国通过类似法案，可能催生链上资产代币化热潮，推动 DeFi 和 AI 代币板块增长。
💡 操作建议
关注 CLARITY Act 在美国的立法动态，可布局与代币化、AI 代理相关的项目（如 RWA、FET 等），但需警惕政策延迟带来的回调风险，严格设置止损。
风险提示：
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