TD Cowen:加密法案推进受阻,不止稳定币收益一项争议

链捕手
Apr 23

ChainCatcher 消息,投行 TD Cowen 表示,围绕《CLARITY Act》的分歧远不止稳定币收益问题,还有多重现实阻力可能拖慢立法进程。

首先是 Commodity Futures Trading Commission 人手不足,目前仅剩一名委员在任。在这种情况下,国会很难放心将更多加密监管职责交给该机构,而补齐人事本身就需要数月时间。其次,预测市场问题正在升温。是否将其纳入法案监管、以及可能涉及的内幕交易和政治利益冲突(包括与特朗普相关项目的争议),都可能让部分民主党议员转而反对法案。同时,围绕特朗普家族加密项目 World Liberty Financial 的持续争议,也在增加法案的政治敏感度,使跨党派共识更难形成。地缘政治也成为变量之一。有关伊朗可能使用加密支付的讨论,正在强化对反洗钱条款的关注,甚至可能引入对行业不利的修正案。此外,还有议员试图将《信用卡竞争法案》一并纳入,如果推进,可能引发新的利益冲突,进一步拖累整体立法。

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