The Flip Side of the Stock Market Rally: Energy Restructuring, Bitcoin Squeeze, and Market Mismatch | Bee Network
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Compiled by / Odaily Golem (@web 3_golem) This article explores the impact of the CLARITY Act on DeFi and analyzes the potential risks for winners and losers in terms of investment if the bill is enacted. While there are clear structural beneficiaries, the final outcome is not one where only a single company benefits. Meanwhile, investors should also closely monitor new adverse factors that could affect the overall landscape. The latest CLARITY proposal effectively ends the narrative of stablecoins as savings products. While profit-sharing is still permitted, the pathway to pass those profits to end-users has been severed. Coinbase can continue to profit from USDC, but it has lost its most powerful growth lever—offering yields to users—creating a structural headwind for its distribution model. Meanwhile, Circle now needs to prove…# Analysis# bitcoin# MarketPre
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