JPMorgan Analysts Flag a Key Positive Catalyst for Crypto Markets in H2 2026

JPMorgan analysts led by Managing Director Nikolaos Panigirtzoglou said potential approval of the market-structure legislation, also known as the CLARITY Act, by mid-2026 could act as a positive catalyst for crypto markets in the second half of the year. The outlook comes at a time when broader market sentiment remains negative, with investors shifting toward a risk-off stance amid ongoing macroeconomic uncertainty. Why it matters: The bill would split oversight between the Commodity Futures Trading Commission (CFTC) and Securities and Exchange Commission (SEC), classifying tokens as either digital commodities or securities. Regulatory clarity could boost positive sentiment at a time when investors are already shifting to a risk-off stance source: https://beincrypto.com/jpmorgan-clarity-act-crypto-catalyst-h2-2026/