A JPMorgan Chase research note forecasts that passage of the U.S. CLARITY Act by mid-2026 could significantly accelerate institutional adoption of digital assets and fuel a crypto rally. The bill, which cleared the House with bipartisan backing but is now stuck in the Senate, is being held up by disputes over how stablecoin yields should be treated. Industry leaders including the CEOs of Ripple and Coinbase have publicly expressed strong confidence that the legislation will be approved by late April 2026.

Ethereum, the No. 2 crypto by market cap, has recorded six straight monthly declines, marking its second-longest losing run since 2018. Bears would match the 2018 streak if March also finishes lower in 2026. Forecasts vary, with Standard Chartered seeing 7,500 USD and VanEck envisioning 10,000 USD tied to specific throughput upgrades.

Ripple CEO Brad Garlinghouse has called on banks to participate in negotiations over the Clarity Act in good faith as talks on the landmark U.S. crypto bill continue. He contrasts his pragmatic stance with Coinbase CEO Brian Armstrong’s strong opposition to the Senate draft, which targets certain stablecoin reward structures. Garlinghouse argues that legislative clarity, even if imperfect, is preferable to regulatory uncertainty and sees a high chance of the bill passing by the end of April.

Ethereum co-founder Vitalik Buterin has wrapped up his previously disclosed plan to liquidate a portion of his ETH holdings, totaling 19,326 ETH for about $39.36 million at an average of $2,037 per coin. He announced the program on Jan. 30, aiming to fund secure, verifiable open-source software and hardware initiatives over the coming years.

The bankruptcy estate of Terraform Labs has filed a lawsuit accusing Jane Street of insider trading, prompting debate over whether the firm's role in Bitcoin ETFs affects price discovery. Bitwise advisor Jeff Park argues that a regulatory carve-out in Regulation SHO creates a "grey window" where authorized participants like Jane Street, JPMorgan, and Goldman Sachs can short without standard locate requirements, potentially weakening spot-buying incentives. Park concludes that no authorized participant is directly pushing Bitcoin's price down, but the ETF structure may undermine the integrity of the price discovery process, a view that several market participants dispute.

Ethereum co-founder Vitalik Buterin has sold 3,788.57 ETH, worth about $7.3 million, over a 72-hour span. The sales, part of a broader \u0022mild austerity\u0022 phase, come as the crypto market corrects and have sparked debate over their impact on ETH\u0027s bearish price action.

Venture capitalist Vinny Lingham warned on Monday that Bitcoin's hold above $60,000 could decide the fate of the current cycle. With BTC down 4.4% at $64,498, he flagged $64,000 as an immediate danger zone and $60,000 as the key support. He said a break below $60k could trigger violent liquidations and corporate treasury stress.

During a recent podcast, MicroStrategy founder Michael Saylor said there is currently no consensus in the Bitcoin network on the so-called quantum computing threat, describing it as another alarmist narrative. He compared these concerns to past fears such as China's role in mining and argued that most such narratives function as business models for those promoting them. Saylor added that potential upgrades to address quantum issues should be approached over roughly a 10-year horizon as global consensus emerges.

Ethereum co-founder Vitalik Buterin has outlined a new framework for thinking about blockchain security, arguing that the divide between security and user experience is largely artificial. He emphasizes minimizing the gap between what users intend and how systems actually behave, calling for redundancy-based protections in Ethereum wallets and dApps. Buterin also suggests using large language models as an additional, but not exclusive, layer to help interpret and verify user intent.