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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. August 3rd, Monday. The Senate released this week's agenda. The CLARITY bill is not on it. Instead, there is H.R.6500—a funding bill that has nothing to do with crypto. August 7th, the Senate recesses. Time left for the bill: 72 hours. But the problem is—it hasn't even reached the starting line. You think 72 hours is a long time? Let me break down the Senate's inhumane procedure for you: First hurdle: submitting a cloture (end debate) motion, which requires 16 senators' signatures. 16 people. Sounds like not many? This is the "stop arguing, let's vote now" request. Second hurdle: cloture vote, requiring 60 votes. Republicans have 53 seats, Hawley and Paul are clearly opposed, McConnell hasn't voted since being hospitalized—reliable votes max out at 50. They still need to pull at least 7 Democrats. These 7 people have stalled the bill for two months. Third hurdle: even if cloture passes, there can be another 30 hours of debate. 30 hours. After debate ends, they vote on "whether to proceed to consideration"—not the bill itself. Even with a green light all the way, the earliest cloture vote would be Friday (August 7th). Then what? Recess. The bill itself? It hasn't even started being reviewed. Now do you see where the problem lies? Wednesday (August 5th) is the last chance to submit the cloture motion. Thursday? Too late. Friday? Recess. So—if 16 signatures aren't gathered today, the bill doesn't even have a chance to be "rejected." It will die in the womb. How does the market see it? BTC is hovering between $63,000 and $63,500. But don't be fooled by the price—the trading volume has plummeted 71%. Neither bulls nor bears dare to move. Why? Because everyone is waiting for the same signal: does the bill still have a chance? On Polymarket, the probability of the bill passing in 2026 is 26% to 31%. At the beginning of the year, this number was 82%. From 82% down to 26%. A drop of 56 percentage points in half a year. Galaxy Research is even harsher—cutting directly from 50% to 30%. Thirty percent. Do you know what this means? The market thinks the probability of the bill passing is even lower than flipping a coin. To put it bluntly— Grayscale was still urging the Senate to vote last week. Treasury Secretary Yellen publicly called out. Industry representatives have contacted Congress over a million times cumulatively. Did it help? Once Monday's agenda came out—nothing. Both parties are still arguing over ethics clauses, stablecoin yields, and whether officials can issue coins. A 616-page bill is stuck on a few words. The Trump family made $1.2 billion from crypto. Democrats say you made too much, so we don't trust this bill. Republicans say the clauses can be changed but schedule the vote first. Both sides are playing games. The most critical sentence— Even if procedural votes start this week, it only leaves a "hope" for when the session resumes in September. September session? The midterm elections are two months away. Who will have time to care about your crypto bill then? The probability of passing in 2026 is shrinking by the hour. If you still hold a large amount of altcoins, betting on a rally after the bill passes— you are betting on something with a 70% chance of not happening. Will it be submitted today? My judgment: extremely low probability. Can't gather 16 signatures. Can't find 7 Democrats. Can't get on the agenda. Lummis said she has been keeping a spot for the bill on the agenda for weeks. But "keeping a spot" and "someone sitting in it" are two different things. No movement today means no movement. One last painful note— Jiang Zhuoer said if the CLARITY bill can't pass before recess, Bitcoin may complete the last drop of the bear bottom. The $62,000-$63,000 range has a chip concentration as high as 8%, similar to the eve of the 2022 FTX crash. High concentration + bad news landing = violent redistribution. You are not holding. You are waiting to be redistributed. $BTC $ETH $SOL #CLARITY法案剩72小时,动议仍未提交

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