---
title: "Michael Saylor Says CLARITY Act Will Unlock STRC 'Adoption,' But Prediction Markets Aren't Buying It"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286127847.md"
description: "Michael Saylor claims the Senate's CLARITY Act will enhance adoption of Strategy (NASDAQ:MSTR) and its STRC stock, despite Polymarket odds dropping to 59%. The Act allows rewards tied to user activity while banning passive interest on stablecoin balances. Critics like Peter Schiff label STRC's yield as a Ponzi scheme. The Polymarket contract for a 2026 signing fluctuated, peaking at 79% before falling back. The Senate Banking Committee is set to vote on the bill Thursday, with potential benefits for Coinbase and Circle."
datetime: "2026-05-12T15:40:15.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286127847.md)
  - [en](https://longbridge.com/en/news/286127847.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286127847.md)
---

# Michael Saylor Says CLARITY Act Will Unlock STRC 'Adoption,' But Prediction Markets Aren't Buying It

**Michael Saylor** on Tuesday said the Senate’s freshly released CLARITY Act draft will unlock “broader adoption” of **Strategy** (NASDAQ:MSTR) and a framework for STRC-powered digital yield markets.

Senate Banking Chairman **Tim Scott** (R-SC), Senator **Cynthia Lummis** (R-Wyo.), and Senator **Thom Tillis** (R-SC) dropped the 309-page substitute text ahead of Thursday’s committee markup, the procedural stage where senators debate, amend, and vote on a bill before it heads to the floor.

## The Yield Carve-Out

The draft bans bank-style passive interest on simple stablecoin balances but allows rewards tied to user activity, including staking, liquidity provision, and loyalty programs.

That carve-out is what Saylor is reading as a green light for Strategy’s 11.5% **Stretch** (NASDAQ:STRC) preferred stock. Benchmark analyst Mark Palmer has called STRC the backbone of an emerging ecosystem of yield-backed stablecoin protocols.

Not everyone is buying it.

**Peter Schiff** has called STRC’s 11.5% yield “the most obvious Ponzi that has ever existed,” a critique that gets louder if activity-based rewards flood the market.

## What The Traders See

The Polymarket contract on a 2026 CLARITY Act signing has been quite volatile. Three weeks ago, it traded at 46%; once the Thursday markup hit the calendar, odds spiked to 79%.

Five banking trade groups, including the American Bankers Association and Bank Policy Institute, then rejected the Tillis-Alsobrooks stablecoin compromise, knocking the contract back to 62% by Monday and to 59% today despite Saylor’s post.

White House digital assets adviser **Patrick Witt** is targeting July 4 for President Donald Trump to sign the bill.

The remaining sticking point is a crypto ethics provision Senate Democrats are demanding in exchange for the seven crossover votes needed to clear a filibuster.

**Coinbase Global** (NASDAQ:COIN) and **Circle Internet Group** (NYSE:CRCL) also stand to benefit from yield clarity. Circle rallied 20% on the May 4 compromise reveal.

The Senate Banking Committee votes on the bill Thursday at 10:30 AM ET.

_Image: Shutterstock_

### Related Stocks

- [STRC.US](https://longbridge.com/en/quote/STRC.US.md)
- [MSTR.US](https://longbridge.com/en/quote/MSTR.US.md)
- [STRK.US](https://longbridge.com/en/quote/STRK.US.md)
- [MSTW.US](https://longbridge.com/en/quote/MSTW.US.md)
- [MSTP.US](https://longbridge.com/en/quote/MSTP.US.md)
- [MSTU.US](https://longbridge.com/en/quote/MSTU.US.md)
- [MSTX.US](https://longbridge.com/en/quote/MSTX.US.md)
- [SMST.US](https://longbridge.com/en/quote/SMST.US.md)
- [COIN.US](https://longbridge.com/en/quote/COIN.US.md)
- [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md)
- [STRF.US](https://longbridge.com/en/quote/STRF.US.md)
- [STRD.US](https://longbridge.com/en/quote/STRD.US.md)

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