CLARITY Act Could Unlock Institutional Capital Into Crypto Markets

The U.S. crypto market could be nearing a major turning point as support for the CLARITY Act grows. With leaders like Brian Armstrong and Scott Bessent backing the bill, analysts believe institutional capital may soon enter the market, prompting early positioning in assets like Ethereum, Solana, and Chainlink.

Momentum around the CLARITY Act is increasing as both policymakers and industry leaders push for clear crypto regulation in the United States.

Brian Armstrong has now publicly backed the bill, aligning with Scott Bessent, who has urged Congress to act quickly.

“It’s time to pass the Clarity Act.”

This shift signals growing alignment between regulators and major industry players.

Analyst Says “Position Before the Move”

In a recent discussion on the Paul Barron Network podcast, analyst Tim Warren broke down how he is positioning ahead of this potential catalyst.

He simply goes with the notion that, don’t wait for confirmation. Instead, accumulate strong assets before clarity hits, because once regulation is finalized, much of the upside could already be priced in. With all heads up for the Clarity Act, the analyst is detailing his top altcoin picks for the market to consider before Clarity hits this summer. 

Ethereum Leads the CLARITY Trade

At the center of Warren’s strategy is Ethereum.

He describes it as the most institution-friendly asset in crypto. With ETFs already gaining traction and major players like Morgan Stanley expected to expand exposure, Ethereum is seen as the primary entry point for institutional money.

While long-term projections like $40,000 by 2030 are being discussed, Warren keeps expectations grounded, calling it possible but not guaranteed. The real thesis is institutional inflows, not hype-driven targets.

Solana and Chainlink in Focus

Beyond Ethereum, Solana and Chainlink stand out.

For Solana, Warren remains bullish long-term but cautious in the short term. He notes the possibility of a double bottom, with key levels around $68 and a potential downside toward $50 if the broader market weakens. Still, strong buy signals suggest this is not a time to short.

Chainlink, on the other hand, is a fundamentals play. As the backbone for real-world data in blockchain systems, it is expected to benefit heavily from institutional adoption. Warren sees potential upside toward the $10–$11 range, while also acknowledging a possible retest near $7 if markets pull back.

Market Still Depends on Bitcoin

Despite the focus on altcoins, Bitcoin remains the key driver.

Warren makes it clear that if Bitcoin and Ethereum haven’t confirmed their bottom, altcoins are unlikely to see a sustained rally. The entire setup depends on broader market stability.

According to him, while a few other altcoins like Bittensor, Zcash, and others are showing independent moves, the majority, including Solana, XRP, and Chainlink, are closely mirroring Bitcoin’s trend with only minor differences.