'Clarity Act' Floor Leader Urges Processing, Goldman Sachs Sent Favorable Signal | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]

Clarity Act' Floor Leader Urges Processing, Goldman Sachs Sent Favorable Signal | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]
Watch on YouTube ↗  |  July 24, 2026 at 03:58  |  30:04  |  3PRO TV (삼프로TV)
Speakers
Kim Dong-hwan — CEO, Xangle
Park Sang-hyuk — Editor

Summary

The video discusses recent volatility in the cryptocurrency and oil markets. The panel analyzes the fading prospects of the Clarity Act due to Democratic opposition, though negotiations remain open. They also cover the impact of Middle East tensions on oil prices, SEC warnings regarding DeFi services, and the illogical surge of Danal's stock following Samsung's stablecoin announcement.

  • Bitcoin faces downward pressure as seven Democratic senators oppose the Clarity Act, lowering passage odds.
  • Goldman Sachs CEO expressed support for the Clarity Act, signaling traditional finance's growing acceptance.
  • Oil prices surged 6% amid escalating Middle East tensions and Trump's hardline stance on Iranian funds.
  • A new crypto consortium is investing $15M to develop quantum resistance for the Bitcoin network.
  • SEC Commissioner Hester Peirce warned that DeFi vault and lending services might fall under securities laws.
  • Danal's stock rallied on Samsung Wallet's stablecoin news, but the panel views the PG network narrative as fundamentally flawed.
Ideas
Market is overreacting to Clarity Act opposition.
Bitcoin is experiencing short-term weakness due to fading hopes for the Clarity Act's passage after seven Democratic senators opposed it. However, the market may be overreacting, as the senators left room for negotiation and traditional finance leaders like Goldman Sachs' CEO have expressed support for the bill.
Kim Dong-hwan CEO, Xangle 13:15
Middle East tensions are driving oil higher.
Oil prices are surging due to escalating Middle East tensions and Trump's hardline stance on using Iranian frozen funds for compensation. The situation requires close monitoring, as WTI breaking $90 and Brent breaking $100 would signal severe market stress, though Trump's unpredictable rhetoric could temporarily cool prices.
Kim Dong-hwan CEO, Xangle 24:35
Securities classification would crash DeFi coin prices.
SEC Commissioner Hester Peirce warned that DeFi vault and lending services might be subject to securities laws under the Howey test. If these core DeFi services are officially classified as securities, it will serve as a strong catalyst for a significant price drop across DeFi-related coins.
Coinbase is oversold with solid subscription support.
Citi Group lowered Coinbase's price target to $235 using a traditional EBITDA valuation method, but maintained a BUY rating. The stock is technically oversold at current levels (around $161), and its subscription and trading services continue to show solid data support.
Kim Dong-hwan CEO, Xangle 29:42
Stablecoins eliminate the need for PG networks.
Danal's stock surged on the narrative that it will benefit as a PG provider from Samsung Wallet's planned stablecoin support. However, the core utility of stablecoins is to bypass traditional payment gateways, eliminating the need for a PG network. Therefore, the rally lacks fundamental logic and the stock should be avoided.
Up Next

This 3PRO TV (삼프로TV) video, published July 24, 2026, features Park Sang-hyuk, Kim Dong-hwan discussing BTC, BNO, WTI, DeFi coins, COIN, 064260.KQ. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Park Sang-hyuk, Kim Dong-hwan  · Tickers: BTC, BNO, WTI, DeFi coins, COIN, 064260.KQ