Policy Catalysts & Momentum
Calibrated Engine
House Financial Services & Senate Banking markup pacing
Cross-aisle co-sponsorships & floor whip counts
CFTC vs SEC jurisdictional accommodation consensus
Remaining legislative days before election/recess
Model Formulation:
Evaluates shifting tailwinds over Grayscale baseline forecast.
P = P_base(29%) + ΔCM(0.60) + ΔBB(0.35) + ΔRC(0.20) + ΔCP(0.48)Evaluates shifting tailwinds over Grayscale baseline forecast.
Passage Probability
38.4%
+9.4% vs Grayscale Base
Market Impact Score
+6.2%
Expected Sector Valuation Shift
Implied Volatility
Elevated
Options Structure Premium
Primary Catalyst
Bipartisan House-Senate Agreement
Dominant Legislative Vector
Odds Gauge
Legislative Trajectory Modeling
| Asset Category | Projected Flow Impact | Regulatory Clarity Vector | Confidence |
|---|