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挖矿的小羊
挖矿的小羊
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8月3日,周一。 参议院公布了本周议程。 CLARITY法案,不在上面。 取而代之的,是H.R.6500——一个跟加密半点关系没有的持续决议案。 8月7日,参议院休会。 留给法案的时间:72小时。 但问题是——连起跑线,都没到。 Polymarket上,法案2026年通过的概率——27%。 年初的时候,这个数字是82%。Kalshi给的更狠——33%。Galaxy Research直接从50%砍到30%。 三成。比抛硬币猜正反面的概率还低。 你以为72小时很长?来,我给你拆解一下参议院那套反人类的程序: 第一道坎:提交cloture申请(终止辩论动议),需要16名参议员签字。 16个人。听起来不多?但这是“终止辩论”的申请——意味着你要说服16个参议员同意“别吵了,直接投票吧”。 第二道坎:cloture表决,需要60票。 100个参议员,五分之三。共和党就算全票支持——53席——还得拉至少7个民主党人。 7个人。就是这7个人,卡了法案两个月。 第三道坎:就算cloture过了,还能再辩论30个小时。 30小时。辩论完了,才表决“是否进入审议”——还不是表决法案本身。 就算一路绿灯,最快周五(8月7日)进行cloture表决。 然后呢?休会了。 法案本身?连审都没开始审。 周三(8月5日)是提交cloture申请的最后机会。 周四?来不及了。周五?休会了。 所以——如果周三之前没有16个人签字,这法案连“被否决”的机会都没有。 直接胎死腹中。 有人问:9月复会后能解这道算术题吗? 9月14日议员们才返回。然后呢? 中期选举还有不到两个月。 到时候谁还有空管你的加密法案?议员的心思都在选战上。 错过8月窗口,9月复会后只有三周会期。三周能干什么?能搞定伦理条款?能摆平稳定币收益争议?能让7个民主党人翻盘? 比让比特币一天涨到7万还难。 而且别忘了——共和党内部,Josh Hawley和Rand Paul已经明确表态反对。实际可用票数不到51。 53席都凑不齐,还拉7个民主党人? 最关键的一个卡点是什么? 不是票数。不是时间。 是没有人真的在乎。 灰度上周还在敦促参议院赶紧表决。财政部长贝森特公开喊话。行业代表累计联系国会超过100万次。 有用吗? 周一议程一出来——什么都没有。 两党还在扯伦理条款、还在扯稳定币收益、还在扯“官员能不能发币”。 616页的法案,卡在几个字上。 特朗普家族靠加密赚了12亿。民主党说你赚太多了这法案我们不信。共和党说条款可以改但投票先安排。 两边都在演。受伤的是持仓的你。 说句难听的—— BTC今天在63,900美元附近。恐慌与贪婪指数28——“恐惧”。 成交量骤降71%。多空都不敢动。 为什么?因为所有人都在等同一个信号:法案到底还有没有戏。 但问题是——信号可能永远不会来了。 如果你还拿着大量山寨币,赌法案通过后一波拉盘—— 你在赌一个73%概率不会发生的事。 $BTC $ETH $SOL #CLARITY法案剩72小时,动议仍未提交
挖矿的小羊
挖矿的小羊
72 hours. The bill doesn't even qualify to be put on the table. Monday, August 3rd. The Senate announced this week's agenda. The CLARITY Act is not on top. Instead, it was H.R.6500—a funding bill that had nothing to do with cryptocurrency. On August 7, the Senate adjourned. Time left for the bill: 72 hours. But the problem is—they haven't even reached the starting line. You think 72 hours is long? Let me break down the Senate's inhumane procedures: The first hurdle: submitting a cloture (termination of debate) application, which requires signatures from 16 senators. 16 people. Sounds like nothing? This is a request for "Stop arguing, just vote directly." Second hurdle: Cloture voting, requires 60 votes. The Republicans held 53 seats, Hawley and Paul clearly opposed it, McConnell did not vote again after being hospitalized—a reliable vote count of at most 50. At least seven Democrats would need to be pulled in. These seven people have been stuck on the bill for two months. The third hurdle: even if the cloture passes, you can still debate for another 30 hours. 30 hours. Only after the debate is done that a vote on "whether to enter the review" is "not to vote on the bill itself." Even if the green light is clear, the cloture vote will take place as early as Friday (August 7). And then? The meeting is adjourned. The bill itself? The interrogation hasn't even begun. Do you now understand where the problem lies? Wednesday (August 5) is the last chance to submit your Cloture application. Thursday? It was too late. Friday? The meeting is adjourned. So—if 16 people don't sign today, this bill doesn't even have a chance to be "vetoed." Directly stillborn. How does the market view it? BTC fluctuated between $63,000 and $63,500. But don't be fooled by the price—trading volume plummeted by 71%. Duokong dared not move. Why? Because everyone is waiting for the same signal: is there still any chance for the bill? On Polymarket, the probability of the bill passing in 2026 is between 26% and 31%. At the beginning of the year, this figure was 82%. From 82% to 26%. It has dropped 56 percentage points in half a year. Galaxy Research is even harsher—cutting the price directly from 50% to 30%. Thirty percent. Do you know what that means? The market believes the probability of a bill passing is even lower than the probability of guessing heads and tails by flipping a coin. To put it bluntly— Last week, Grayscale was also urging the Senate to vote quickly. Finance Minister Besent made a public statement. Industry representatives have contacted Congress over one million times. Is it useful? As soon as Monday's agenda came out—there was nothing. Both parties are still discussing ethical clauses, stablecoin yields, and whether officials can issue tokens. A 616-page bill, stuck in just a few words. The Trump family made $1.2 billion from crypto. The Democrats say you're making too much money, and we don't believe this bill. The Republicans say the terms can be changed, but voting should be arranged first. Both sides are acting. The most crucial sentence— Even if the procedural vote starts this week, it will only leave a "measure" for the resumption in September. Reunion in September? There are still two months left until the midterm elections. By then, who will still be able to control your crypto bill? The probability of passing by 2026 is shrinking by the hour. If you still have a large amount of altcoins, bet on a wave of price surges after the bill passes— You're betting on something that is 70% unlikely to happen. Can I submit today? My judgment: the probability is extremely low. 16 signatures are not enough. Seven Democrats can't find enough. It doesn't make it on the agenda. Lummis said that for weeks, the bill has been on the agenda for a reserved place. But "keeping a seat" and "having someone to sit on it" are two different things. No movement today, just no movement. Finally, let me say something heartbreaking— Jiang Zhuoer said that if the CLARITY Act cannot be passed before the recess, Bitcoin may complete its final bearish dip. The chip concentration in the $62,000–$63,000 range is as high as 8%, similar to the eve of the FTX collapse in 2022. High concentration + negative news reallocating = violent redistribution. You're not holding on. You are waiting to be assigned. $BTC $ETH $SOL #CLARITY法案剩72小时, the motion has not yet been submitted

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