Jul 28, 2026 commentary
Bipartisan Ethics Talks Revive Clarity Hopes as Miners Approach a Tactical Bottom
₿ Conviction
Fresh signs that senators from both parties are quietly reworking the Clarity Act’s ethics language revived hopes for an eventual deal, while a resilient market reaction to an SK Hynix earnings miss suggested a great deal of bad news is already priced into AI infrastructure — setting up a possible tactical bottom for miners heading into a decisive stretch of earnings and the FOMC.