Will the Clarity Act really pass? Various signals after repeated optimism and pessimism

Will the Clarity Act really pass?' Various signals after repeated optimism and pessimism | Seo Dong-ju, Kim Dong-hwan, Park Sang-hyuk Digital Asset Editor-in-Chief [Crypto PLUS]

Watch on YouTube ↗ | July 22, 2026 at 04:20 | 31:30 | 3PRO TV (삼프로TV)

Speakers

Park Sang-hyuk — Editor

Summary

Crypto analyst Park Sang-hyuk reviews Bitcoin's recent strength driven by ETF inflows and gold correlation, while discussing the Clarity Act's legislative hurdles and Hana Group's increasing stake in RWA tokenization firm Securitize. Oil prices surge on rising Middle East conflict risks, creating a potential headwind for risk assets. He also touches on the Ethereum ecosystem's fee debate.

Bitcoin breaks $66k, outperforming Nasdaq and Kospi over the past week
Bitcoin spot ETFs see five consecutive days of net inflows for the first time in two months
Recent correlation with gold suggests Bitcoin may be reclaiming inflation-hedge status
Clarity Act negotiations face Democratic opposition over enforcement authority, but Republican push remains strong ahead of August recess
Oil prices jump as Houthi threats to block the Bab el-Mandeb strait raise supply disruption fears
Hana Group becomes the largest shareholder of Securitize (9.6%), signaling a broader Web3 ecosystem push
Debate within Ethereum community over whether to increase layer-2 fees amid Robinhood chain's success

Ideas

Park Sang-hyuk Editor 1:14

Bitcoin strengthens on ETF inflows and gold correlation

Bitcoin has been outperforming major risk assets like Nasdaq and Kospi over the past week, rising 4.68% while stocks fell. Its recent correlation with gold is strengthening, suggesting it may be regaining its inflation-hedge property that disappeared during the Trump era. Bitcoin spot ETFs have seen five consecutive trading days of net inflows for the first time in two months, albeit at a smaller scale than previous surges. The Clarity Act legislative push adds a crypto-specific catalyst that could help overcome macro headwinds like rising oil and inflation fears.

Park Sang-hyuk Editor 21:17

Oil rises on Mid-East supply disruption risk

Oil prices surged 2% as Iran-backed Houthis threatened to blockade the Bab el-Mandeb strait in addition to the Strait of Hormuz, which could severely reduce oil supply flows to Asia. Experts see a high probability of further escalation and even full-scale war between the US and Iran, making a near-term reconciliation unlikely. This supply disruption risk is expected to push oil prices even higher.

Park Sang-hyuk Editor 25:42

Hana Group leads Web3 through Securitize stake

Hana Group has become the largest shareholder of Securitize (9.6% stake), the sole company with an issuer-led tokenized securities model that the SEC has explicitly classified as a security. Combined with existing holdings in Dunamu (Upbit operator), Kenzo Network, and other blockchain infrastructure firms, Hana is building a comprehensive Web3 ecosystem, giving it first-mover advantage and a diversified digital asset portfolio in Korea.

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