Tom Lee: Clarity Act passage odds are underestimated by prediction markets

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1. 1Fundstrat's Tom Lee argued that Polymarket and Kalshi's odds for the passage of the Clarity Act are reflected lower than actual levels.
2. 2Noting that private conversations with policymakers were more optimistic, he said the Polymarket passage probability rose from 43% to 47%, with trading volume exceeding $2.1 million.
3. 3Lee also presented a separate bullish signal, noting that Ethereum is strengthening as an 'AI downstream' asset while memory-related investments are declining.

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