LATEST: Former Barclays CEO Bob Diamond says Circle and Hyperliquid will be infrastructure winners from the CLARITY Act.

What happened

Former Barclays chief executive Bob Diamond said that cryptocurrency firms Circle and Hyperliquid are expected to become infrastructure winners under the new CLARITY Act, which aims to clarify crypto regulations.

Confirmed

Global impact / market context

If the CLARITY Act creates clearer rules, firms that provide core services like payments (Circle) and trading platforms (Hyperliquid) could see higher demand, boosting their revenues and attracting more capital.

Analyst inference

The crypto sector has faced regulatory uncertainty, limiting investment. A clearer legislative framework could revive investor confidence, prompting a shift of funds toward compliant infrastructure providers.

Analyst inference

What to watch

1. Implementation timeline of the CLARITY Act – earlier enactment would accelerate compliance spending and benefit firms positioned as infrastructure providers. Analyst inference
2. Circle’s partnership announcements – new payment or stable‑coin deals would signal that the firm is capturing the expected regulatory tailwinds. Analyst inference
3. Hyperliquid’s user‑growth metrics – rising trader numbers would indicate that clearer rules are driving more activity on compliant exchanges. Analyst inference

Evidence

• x.com