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> HR 3633 is a fight between the crypto guys and the banks. I need all the details. go deep, find connections and opportunities. where can we exploit the graph to weigh influence for either side.
I have enough to write the brief. Let me get one more critical piece — who funds the relevant Senate Banking gatekeepers given the bill is now in Senate Banking.# INTEL BRIEF — Digital Asset Market Clarity Act of 2025 "Digital Asset Market Clarity Act of 2025" (CLARITY Act)
The crypto industry's marquee market-structure bill. It already cleared the House 294–134 on July 17, 2025 (Roll 199) and is now sitting in the Senate Banking Committee, which on May 14, 2026 ordered it "reported with an amendment in the nature of a substitute favorably." The battle is in the Senate now, and the structure of the lobbying record makes the two opposing armies very clear.
Battlefield
Bill posture. Digital Asset Market Clarity Act of 2025 — Digital Asset Market Clarity Act. House sponsor side has only 5 listed cosponsors in pac.dog (Davis, Donald G. Donald Davis D-NC, Huizenga, Bill Bill Huizenga R-MI, Lawler, Michael Mike Lawler R-NY, McDonald Rivet, Kristen Kristen McDonald Rivet D-MI, Thanedar, Shri Shri Thanedar D-MI) — note the bipartisan crypto-friendly Michigan cluster, not just an R-only bill. 37 LDA filings have named the bill.
The crypto army (pushing for passage). Identifiable @org-handled clients and spend in Q1 2026:
- JUMP CRYPTO HOLDINGS LLC JUMP CRYPTO HOLDINGS — $80,000 via Squire Patton Boggs (top spender, 2 filings)
- Decentralization Research Center DECENTRALIZATION RESEARCH CENTER — $60,000 (Bligen Advisory)
- LEDGER SAS LEDGER SAS — $50,000 (Thorn Run Partners) — French hardware-wallet maker, foreign principal
- MULTICOIN CAPITAL MULTICOIN CAPITAL — $50,000 (Squire Patton Boggs)
- EXODUS MOVEMENT, INC. EXODUS MOVEMENT — $40,000 (PolicyPartner; 4 filings — most active filer of any side)
- WISDOMTREE DIGITAL MANAGEMENT, INC. WISDOMTREE DIGITAL MANAGEMENT — $30,000 (Thorn Run)
- CHAMBER OF DIGITAL COMMERCE D/B/A THE DIGITAL CHAMBER CHAMBER OF DIGITAL COMMERCE / DIGITAL CHAMBER — $10,000 (Chapman and Cutler)
- METRIKA, INC. METRIKA — $10,000 (Thorn Run)
- Self-lobbying for the bill: TETHER (Ridgeline Advocacy), WINTERMUTE TRADING, SMARTCONTRACT (Chainlink), the DEFI EDUCATION FUND, and the CRYPTO COUNCIL FOR INNOVATION.
The bank army (the resistance). Bank-side clients lobbying on Digital Asset Market Clarity Act of 2025 in Q1 2026 — note that nearly all of them self-register, so the dollar totals understate them:
- BANK POLICY INSTITUTE / BANK POLICY INSTITUTE BANK POLICY INSTITUTE (the big-bank lobby — JPMorgan/BofA/Citi/Wells)
- INDEPENDENT COMMUNITY BANKERS OF AMERICA / INDEPENDENT COMMUNITY BANKERS OF AMERICA INDEPENDENT COMMUNITY BANKERS OF AMERICA (ICBA) — spending $890,000 in self-registrant fees against this and related issues
- INDEPENDENT BANKERS ASSOCIATION OF TEXAS (community-bank arm in TX, which matters because Cornyn, John Cornyn sits on Senate Banking)
- AMERICA'S CREDIT UNIONS (CUNA) — credit-union flank
- SECURITIES INDUSTRY AND FINANCIAL MARKETS ASSOCIATION (SIFMA) — Wall Street broker-dealer voice
- AMERICAN SECURITIES ASSOCIATION — small/mid broker-dealers
- INTERNATIONAL SWAPS & DERIVATIVES ASSOCIATION (ISDA) — derivatives clearing-houses, the structural opponent of CME getting commodity-token jurisdiction
- HSBC TECHNOLOGY AND SERVICES USA — the only foreign-money-center bank explicitly filed on it
The fence-sitters who reveal where the seams are. CME GROUP, INC. CME GROUP ($60K via Russell Group plus $430K total lobbying-for spend on CME's own house) is lobbying with the crypto side because CFTC jurisdiction over "digital commodities" expands CME's footprint at SEC/SIFMA's expense. Financial Services Forum FINANCIAL SERVICES FORUM ($40K via Resolution Public Affairs) is the eight-biggest-banks CEO club — they're filed on the bill but not picking the BPI fight publicly, which is your signal that the megabanks have stopped resisting and are now trying to shape. PAYPAL, WORLDPAY, SOFI all filed on the bill — they want a piece of the stablecoin/payments rails the bill enables.
Threats (to the crypto side — i.e. if you're pushing the bill)
- The Senate count is not what the House count looked like. @swingvotesneeded (target=block) shows 25+ senators in both parties classified as
unknown / party_default— including swing Democrats Cantwell, Maria Cantwell (WA), Booker, Cory A. Booker (NJ), Cortez Masto, Catherine Cortez Masto (NV), Bennet, Michael F. Bennet (CO), and even crypto-skeptical Republicans Cassidy, Bill Cassidy (LA), Collins, Susan M. Collins (ME), Capito, Shelley Moore Capito (WV). 60 votes for cloture is not visible in the current data; the bill needs to convert a meaningful chunk of these. - ICBA is the most dangerous lobbyist on the bank side, not BPI. Community bankers carry uniquely heavy weight with rural-state senators (Boozman, John Boozman AR, Cramer, Kevin Cramer ND, @member-C001305 Budd NC, Britt, Katie Boyd Britt AL) precisely because there's an ICBA-affiliated bank in nearly every congressional district. ICBA's $890K outbound lobbying spend is dwarfing the entire crypto coalition's combined named spend on this bill (~$510K).
- The structural opponent isn't the banks per se — it's SIFMA and the American Securities Association, because the CLARITY Act yanks "digital commodities" out of SEC jurisdiction. Watch their issue-level disclosures, not the bank trades.
Threats (to the bank side — i.e. if you're trying to block it)
- The bill already passed the House with 74 Democrats voting yes (your stance data shows yes-voting Ds include Aguilar, Pete Aguilar, Auchincloss, Jake Auchincloss, DelBene, Suzan K. DelBene, Craig, Angie Craig, Boyle, Brendan F. Boyle, Bynum, Janelle S. Bynum, Costa, Jim Costa, Cuellar, Henry Cuellar, Correa, J. Luis Correa, Bera, Ami Bera). That's a cross-party floor of legitimacy the banks cannot now de-legitimize as "MAGA crypto."
- The bill is already through Senate Banking markup as of May 14, 2026. You are arguing about floor amendments, not killing it in committee.
- House Financial Services ranking Waters, Maxine Maxine Waters took $5,000 from [INDEPENDENT COMMUNITY BANKERS OF AMERICA POLITICAL ACTION COMMITTEE ICBA PAC](@org-b97f2e7a-c7d1-4f50-bc74-cdc63ae68a2d) ICBA PAC on 2025-11-14 — the same day ICBA PAC also gave $5K to Chairman Hill, J. French French Hill. ICBA is funding both sides of the gavel; that's a defensive posture, not an attacking one.
Opportunities — where the graph is exploitable
For the crypto side:
- Flip the Michigan Democrats' national network. Three of five House cosponsors are Michigan Democrats (McDonald Rivet, Kristen McDonald Rivet, Thanedar, Shri Thanedar) plus a Michigan Republican (Huizenga, Bill Huizenga). Use them to validate the bill to Davis, Susan A. Slotkin (D-MI Senate) and her PA/MI labor-Democrat peers. The yes-voting House D Janelle Bynum (Bynum, Janelle S.) is also leverage for Oregon senators Wyden, Ron Wyden and Merkley, Jeff Merkley.
- ICBA PAC's outbound check pattern is your roadmap of who they fear. Their INDEPENDENT COMMUNITY BANKERS OF AMERICA POLITICAL ACTION COMMITTEE ICBA PAC top recipients in 2025 are Jackson, Ronny Ronny Jackson, Hill, J. French French Hill, Neal, Richard E. Richard Neal, Meeks, Gregory W. Greg Meeks, Emmer, Tom Tom Emmer, Lucas, Frank D. Frank Lucas, Clark, Katherine M. Katherine Clark, Scalise, Steve Scalise, Rounds, Mike Mike Rounds, JOHNSON, JAMES MICHAEL Mike Johnson, and Pelosi, Nancy Pelosi. Each of those is a member ICBA invested in to hold the line — and each that voted yes anyway (Emmer, Scalise, Johnson, Lucas all yes-voted on Digital Asset Market Clarity Act of 2025) is a demonstrated proof point you can show senators that ICBA's threat doesn't bind.
- Use [CME GROUP, INC.](@org-3b266cb4-989f-4603-a31a-5a20bedec8da) CME GROUP as the wedge to peel off Wall Street-friendly Senate Republicans from SIFMA. CME's $430K self-spend + its single outbound lobbies_for edge to itself means it is the establishment financial institution publicly endorsing the bill. That breaks the "Wall Street is against it"
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