$Circle Internet Corp.(CRCL)$ The CLARITY Act is turning into a real market catalyst.
Bitcoin pulled back as uncertainty around the Senate vote increased, while Cathie Wood's ARK was also trimming exposure to names like $Coinbase Global, Inc.(COIN)$ and CRCL.
But this is bigger than Bitcoin.
The market is waiting for one thing: regulatory clarity that can unlock the next wave of institutional digital-asset infrastructure.
That is exactly where I keep watching AXG.
AXG is building around digital assets, AI infrastructure, tokenization and regulated financial services - the kind of infrastructure that becomes increasingly relevant as the U.S. moves toward clearer crypto rules.
If CLARITY advances, the question may shift from "Is crypto coming?" to "Who is building the infrastructure for it?"
That is the part of AXG I think the market is still underestimating.
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