Forget XRP, Market Expert Reveals The Real Winners If The CLARITY Act Is Passed

A market commentator argues the CLARITY Act’s passage (Senate Banking Committee markup scheduled for May 14) would remove legal uncertainty and likely channel institutional capital into Ethereum (ETH) as the dominant DeFi settlement layer. The analyst names five “winners”: ETH, Chainlink, Circle, Coinbase and Robinhood, citing ETH’s likely classification as a digital commodity and increased on‑chain institutional activity. The bill’s compromise—banning stablecoin yield but allowing activity‑based rewards—also favors USDC issuer Circle. The view suggests positive demand shock for ETH and on‑chain infrastructure (oracles like Chainlink) and improved growth prospects for U.S. exchanges, while XRP is notably omitted from the winners list. Overall market impact: regulatory clarity could be a bullish catalyst for ETH, related protocol tokens and U.S. crypto exchanges, with potential inflows as institutions re-enter.