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Clarity Act Stalls in Senate: Bernstein Says Stablecoin Idle Balance Rewards Unaffected, Expects SEC and CFTC to Speed Up Rulemaking
The Clarity Act failed to advance in the U.S. Senate, and research firm Bernstein says this means reward mechanisms for stablecoin idle balances can continue unaffected, while expecting the SEC and CFTC to accelerate their respective crypto rulemaking efforts.
IREN spends US$25 billion to US$30 billion to expand AI computing power, Bernstein: Investors are scared
Analyst agency Bernstein pointed out that IREN's AI construction plans with a scale of US$25 billion to US$30 billion have made investors react conservatively, but the company already has US$4 billion in annual cloud contract revenue in 2026.
Bernstein: Circle's Growth Doesn't Need the Clarity Act, Still Sees 59% Upside
Analyst firm Bernstein says that even if the Clarity Act fails to pass, Circle can still sustain momentum through rising USDC supply and growing stablecoin transaction volumes, with 59% upside potential for its stock.
Bitcoin Nears $80K: Bernstein Says ETF Inflow Rebound Marks Momentum Turning Point
As bitcoin's price pushes toward $80,000, Bernstein notes that U.S. spot bitcoin ETF inflows have picked back up, while Strategy's bitcoin holdings have also climbed back above its average purchase cost.