#夏日创作营 #直通IPO第二期JerseyMikes

The CLARITY bill’s odds collapsed overnight to 32%—Goldman and the big bank executives have completely torn off the mask!
On the surface, it’s a fight over regulation; in reality, it’s about poaching deposits. The banks are getting furious for one reason—stablecoins offer 5% interest, and they’ve started bleeding their own 0.01% demand-deposit accounts dry. How could this not flip the table?
On-chain, it’s even more honest: USDC saw a net outflow of $600 million in one week, and big money ran faster than anyone. Polymarket’s probability plunged straight down from 46%, and the market has already voted with its feet.
But don’t panic—short-term sell-off, long-term upside. When the bill passes, institutional money comes in; when the bill is stuck in limbo, the industry keeps growing wild. No matter how it goes, compliance can’t stop it.
What we’re watching now isn’t the headline—it’s on-chain net inflow and signals that the probabilities have stabilized.