CoinShares: Fed policy and CLARITY Act stall Bitcoin's path to $80,000

CoinShares predicts Bitcoin will struggle to sustain levels above $80,000 by year-end, citing a less dovish Federal Reserve and the legislative stall of the CLARITY Act (US digital-asset market-structure bill). While Bitcoin benefits from its commodity status, the firm warns that Ethereum and altcoins face greater regulatory exposure. Institutional demand remains sensitive to real interest rates, and the $80,000 threshold represents a significant cost-basis zone for major corporate holders like MicroStrategy.