Geopolitics Alpha

Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it

Published . Updated .

U.S. agencies are racing to substitute their regulations for the law that was meant to set crypto markets in governmental bedrock, but will the stand-ins last?

Directly affected

  • CRCW Crypto

    Named in this report.

Indirectly affected

  • IBIT iShares Bitcoin Trust

    This price moves with the crypto market

  • COIN Coinbase

    The crypto exchange moves with trading volumes

  • MSTR Strategy

    This company's value is tied to its bitcoin holdings

  • MARA MARA Holdings

    Bitcoin miners move with the bitcoin price

  • RIOT Riot Platforms

    Bitcoin miners move with the bitcoin price

  • HOOD Robinhood

    Retail trading apps move with crypto volumes

  • OBIL US TREASURY 12 MONTH BILL ETF

    GA selected OBIL as a RELATED security because its canonical security name directly matches this event's themes: bill. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF

    GA selected VBIL as a RELATED security because its canonical security name directly matches this event's themes: bill. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
CRCW———————
IBIT———————
COIN———————
MSTR———————
MARA———————
RIOT———————
HOOD———————
OBIL———————
VBIL———————

U.S. agencies are racing to substitute their regulations for the law that was meant to set crypto markets in governmental bedrock, but will the stand-ins last?

Source: CoinDesk

The price since 19 Sep 2026: Us Treasury 12 Month Bill Etf (OBIL) versus the S&P 500

Since the first closing price after “Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it,” Us Treasury 12 Month Bill Etf (OBIL) is -0.02%. The S&P 500 fund (SPY) is -0.89% over the same days, a +0.87% difference versus the market.

OBIL
SPY

The Taiwan Strait count beside this story

Taiwan Strait has 48 linked stories in the last 7 days and 48 in the last 30 on the page that also carries “Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it.” The recent pace is rising.

Who gains and who loses around Us Treasury 12 Month Bill Etf (OBIL)

Companies tied to this story

  • OBIL Us Treasury 12 Month Bill Etf

    For “Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it,” Us Treasury 12 Month Bill Etf (OBIL) is linked, with no stored direction, medium confidence. Reason on file: GA selected OBIL as a RELATED security because its canonical security name directly matches this event's themes: bill. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • VBIL Vanguard 0-3 Month Treasury Bill Etf

    In “Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it,” Vanguard 0-3 Month Treasury Bill Etf (VBIL) is linked, with no stored direction, medium confidence. Reason on file: GA selected VBIL as a RELATED security because its canonical security name directly matches this event's themes: bill. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

From Taiwan Strait to Us Treasury 12 Month Bill Etf (OBIL)

The 19 Sep 2026 story “Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it” names Us Treasury 12 Month Bill Etf (OBIL) because of Taiwan Strait.

The link for Us Treasury 12 Month Bill Etf (OBIL) is this: GA selected OBIL as a RELATED security because its canonical security name directly matches this event's themes: bill. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Vanguard 0-3 Month Treasury Bill Etf (VBIL): GA selected VBIL as a RELATED security because its canonical security name directly matches this event's themes: bill. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Dates in the story, and the Us Treasury 12 Month Bill Etf (OBIL) price range

OBIL traded between 49.76 and 49.95 across 14 sessions. The latest close on file is 49.94. VBIL traded between 75.50 and 75.72 across 20 sessions. The latest close on file is 75.65.

What the saved facts support for Us Treasury 12 Month Bill Etf (OBIL)

21 out of 100

“Clarity Act, we hardly knew ye: We look at what was in the bill and what's replacing it” scores 21 out of 100. The score uses 1 sources, and 2 linked companies.