Jul 27, 2026 commentary

Crypto's Legislative Clock Runs Down as a Heavy Macro Week Takes Center Stage

Conviction

With the odds of the Clarity Act reaching the President’s desk before the August recess fading, investor attention is set to swing back toward one of the busiest macro weeks of the year — while Strategy’s latest capital-allocation moves show a deliberate shift toward balance-sheet strength that trades reflexive upside for durability.

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