According to the latest White House ethics disclosure, Donald Trump recently traded $COIN and stocks of several BTC mining companies;

In other words, the president himself, who is leading the CLARITY Act / SEC restructuring / mining energy policy, is personally betting on the list of the biggest beneficiaries of this regulatory easing.
Deep down, there are three things: the policy path has been priced in, any congressman trying to block Clarity is now essentially opposing the president’s holdings; the "sell the news" follow-up logic has failed, and retail investors’ entry point is also their exit point.