Cryptocurrency-related stocks advanced broadly on Monday, with Circle Internet Corp. (CRCL.US) leading gains by surging nearly 11%. Coincheck Group (CNCK.US) rose more than 6%, while Coinbase Global, Inc. (COIN.US) climbed over 4%. Strategy (MSTR.US) also gained 2%.

The rally came as Bitcoin broke through the $80,000 level during the session for the first time since February 2026. Additionally, U.S. cryptocurrency exchange Coinbase recently announced that disagreements over stablecoin reward terms have been resolved. Under the agreement, crypto exchanges may distribute rewards to users holding stablecoins, though the banking sector secured tighter restrictions on this mechanism.

This compromise removes a major obstacle for the Clarity Act to proceed to a vote in the Senate Banking Committee. The legislation aims to clarify the regulatory boundaries between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) regarding digital assets. It is considered one of the most influential legislative efforts to date for the U.S. crypto industry. If ultimately passed, the bill would establish federal-level clarity on the jurisdictional limits of the two regulators, providing a more defined legal framework for compliant industry growth.

In January, an attempt to advance the bill to a committee vote stalled after key opposition was voiced. Since then, the White House has been mediating between the banking and crypto sectors to reach a balanced compromise. According to sources familiar with the matter, significant progress has also been made in other areas beyond stablecoin rewards. The agreement marks a milestone in the White House's mediation efforts and significantly increases the likelihood of the Clarity Act returning to the legislative agenda.