March 4, 2026

JPMorgan says Clarity Act could unlock institutional crypto capital

Wall Street remains bullish on bitcoin while offshore traders retreat

JPMorgan analysts have identified the proposed Clarity Act as a potential catalyst for revitalizing the struggling crypto market, suggesting that its approval could unlock institutional capital and drive significant price increases in the second half of 2026. Currently, Bitcoin is trading around mid-$60,000 and ether near $2,000 amid a lack of conviction in the markets and reduced trading volumes. The Clarity Act aims to provide a comprehensive regulatory framework by defining oversight among the CFTC and SEC and classifying tokens, which could help resolve the regulatory uncertainty that has made many institutional investors hesitant. However, the bill is currently stalled in the Senate, having faced setbacks including the withdrawal of support from Coinbase, which argues that the legislation might stifle innovation.

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