THE NEXT 36 HOURS COULD MAKE OR BREAK THE CRYPTO MARKET
$BTC Bitcoin just made a decisive move, finally breaking out of its 2-month consolidation range. A major driver behind this rally was cooling Core CPI, which increases pressure on the Fed to eventually ease policy.
But the real test for this market starts now. 1️⃣ Supreme Court Tariff Ruling — Today, 10:00 AM ET
The Supreme Court is set to rule on Trump-era tariffs, and markets are already on edge. Trump has warned that striking down tariffs would be “bad for the US economy,” while prediction markets are leaning toward a ruling against tariffs.
So what does this mean for crypto? 📉 Back in April 2025, when tariffs were announced, crypto suffered a sharp crash. Based on that history, a ruling against tariffs should be bullish.
📊 The Fed has also remained hawkish partly due to fears that tariffs could drive inflation higher. If tariffs are removed, rate cuts could arrive faster, which is historically positive for crypto.
⚠️ But there’s a twist. US equities have been in a strong uptrend for months, with new highs being linked—at least partially—to tariff-driven narratives. If tariffs are overturned, stocks could face a pullback, and crypto might get dragged down with them.
👉 This conflicting dynamic is exactly why extreme volatility is likely.
2️⃣ Clarity Act Vote — Tomorrow, 10:00 AM ET
Tomorrow, the US Senate will begin markup and voting on the Clarity Act, a major crypto regulatory bill. If it advances, it moves closer to a full Senate vote.
Current odds suggest around a 56% chance the Clarity Act becomes law this year. Why this matters:
If passed, the Clarity Act could:
Reduce the risk of FTX-style exchange failures
Allow builders to openly discuss roadmaps and development
Bring exchanges under clear regulatory oversight Cut wash trading and manipulation significantly Confirm that most crypto tokens are not securities This would drastically lower systemic risk and open the door for institutional capital beyond Bitcoin. On top of that, it could accelerate approval of policies allowing pension funds access to crypto markets. #MarketRebound