As the U.S. Senate prepares for a crucial phase of discussions around the CLARITY Act, investors are increasingly debating whether the legislation will become a major catalyst for altcoins or simply another “sell the news” event.
In an exclusive interview with Coinpedia, the CIO and Founder of MN Fund, MN Capital, and New Era Finance, Michaël van de Poppe, shared the three projects he is watching most closely as the CLARITY Act moves through Congress.
According to the analyst, many investors remain overly focused on short-term market weakness while overlooking the opportunities that regulatory clarity could create for select crypto assets.
Ethereum Is His Top Pick
When asked which altcoins stand out the most right now, he put Ethereum at the top of his list.
According to him, Ethereum could be one of the biggest beneficiaries if the CLARITY Act provides clearer rules for the crypto industry and helps remove uncertainty around digital assets.
“I do expect a bullish outlook when the CLARITY Act is approved for the Ethereum ecosystem and specific U.S. tokens that were referenced earlier as commodities rather than securities,” he said.
For him, Ethereum remains one of the strongest long-term plays as institutions continue exploring tokenization, stablecoins, and blockchain-based financial infrastructure.
Chainlink Could Benefit From Growing Adoption
Chainlink is another project he expects to perform well if regulatory clarity improves.
As one of the leading infrastructure providers connecting real-world data to blockchains, Chainlink sits at the center of many tokenization and institutional blockchain initiatives.
Giving more strength, he added that projects with established utility and strong ecosystem adoption could attract renewed investor attention once regulatory concerns begin to fade.
Aave Rounds Out the List
The third project on his watchlist is Aave.
While decentralized finance tokens have faced significant pressure over the past year, he expects sentiment toward the sector to improve once the market gains a clearer understanding of the regulatory framework.
He sees Aave as one of the strongest DeFi protocols positioned to benefit from that shift.
Why He’s Bullish After the CLARITY Act
Unlike traders expecting a classic “sell the news” reaction, he thinks the passage of the CLARITY Act could mark the beginning of a broader recovery.
“I do think that we’ll start to see the actual upwards leg for the Web 3.0 ecosystem when this passes,” he said.
He also argues that the crypto market is much closer to the end of a bear cycle than many investors realize.
“We’re at the end of the bear market,” van de Poppe added.
For now, Ethereum, Chainlink, and Aave remain his highest-conviction altcoin picks as the industry waits for what could become one of the most important regulatory developments of the year.
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