u/CMCJane

$BTC, $ETH, $XRP, $SOL and 12 others stand to gain permanent commodity status.

Some say $BTC is the anchor.
Some say $XRP gets the biggest unlock.
Others bet on $LINK.

Which one benefits most?

https://coinmarketcap.com/community/topic/CLARITY-Act-directly-impacts-16-tokens/

Venice Token (u/AskVenice): +78.97%
Toncoin (u/ton_blockchain): +65.44%
BUILDon (u/BUILDonBsc_AI): +44.84%
Sahara AI (u/SaharaAI): +43.71%
Jupiter (u/JupiterExchange): +43.55%
siren (u/genius_sirenBSC): +42.66%
Ondo (u/OndoFoundation): +40.09%
Internet Computer (u/dfinity): +39.97%
Zcash (u/electriccoinco): +37.97%
Centrifuge (u/centrifuge): +37.67%

Equiniti (u/equiniti) - $4.2B; Tax & Accounting
Mirantis (u/MirantisIT) - $625.0M; Cloud Services, Developer Tools
Reap - $600.0M; Payments
DFlow (@DFlowProtocol) - $100.0M; Exchange Aggregator, Trading Strategies
Houdini Swap (u/HoudiniSwap) - $18.0M; Privacy, Cross-Chain
OpenTrade (u/opentrade_io) - $17.0M; Yield Aggregator, RWA
Global Settlement (u/GSXnetwork) - $11.0M; Payments, RWA
AmericanFortress (u/Americanfort_io) - $8.0M; Privacy, Wallet
OnRe (u/onrefinance) - $5.0M; Yield Farming, Yield Aggregator
Sportix​.​AI (u/SportixAI) - $3.2M; Sports, Data Service

BTC +$625.3M
> IBIT (BlackRock): +$284.4M
> FBTC (Fidelity): +$213.4M
> ARKB (Ark 21Shares): +$88.5M
> BITB (Bitwise): +$27.3M
> BTC (Grayscale Bitcoin Mini): +$6.2M
> HODL (VanEck): +$5.5M

ETH: +$93.9M
> FETH (Fidelity): +$49.4M
> ETHA (BlackRock): +$43.2M
> ETHW (Bitwise): +$1.3M

Sodot (u/sodot_hq) - $100.0M; MPC
Fun (u/fun) - $72.0M; Cross-Chain
Blockstreet (u/blockstreetxyz) - $43.0M;
Fence (u/fence_finance) - $20.0M; Data Service, API
Squads (u/multisig) - $18.0M; Wallet, Developer Tools
Liquid (u/liquidtrading) - $18.0M; DEX, Perpetuals
Belo (u/belo_app) - $14.0M; Payments, Mobile
XO Market (u/xomarket) - $6.0M;
Nuva Finance (u/NUVAFinance) - $5.2M; Yield Farming, Marketplace
Exponent (u/exponentfinance) - $5.0M; Yield Aggregator, AMM

Kalshi and Polymarket together account for ~98% of all open interest, with Kalshi holding a slight edge in market share.

> Kalshi: $653.53M

> Polymarket: $495.50M

> Predict: $14.10M

> Opinion: $8.98M

> Other: $636.85K

> Limitless: $609.49K

Polymarket International alone generated ~10x the fees of Polymarket US ($7.54M vs $757K), and together the two captured ~95% of all fees across the sector.

> Polymarket International: $7.54M (-1.81%)

> Polymarket US: $757.12K (-50.20%)

> Limitless: $173.24K (+136.56%)

> PancakeSwap Prediction: $80.63K (-1.06%)

> Predict Fun: $76.00K (-2.12%)

> OPINION: $35.17K (-8.88%)

> Overtime: $26.18K (+48.12%)

> Sport​.​fun: $17.21K (+9.75%)

> Others: $8.84K (+7.44%)

NBA playoffs took 9 of the Top 10 markets.

Kalshi captured nearly all sports flow, while Polymarket's Iran ceasefire market was the only non-NBA contract to break in.

> Kalshi: $3.91B (+27.72%)

> Polymarket: $1.96B (-3.93%)

> Predict: $444.80M (-36.64%)

> Limitless: $397.33M (-38.30%)

> Opinion: $221.49M (+2.73%)

> Crypto​.​com: $182.33M (+22.98%)

> Other: $14.30M (-33.41%)

Valour (u/ValourFunds) - $11.0M; ETP Issuer
BetHog (u/BetHog) - $10.0M; Play to Earn (P2E)
KAIO (u/KAIO_xyz) - $8.0M; RWA
Hata (u/hataglobal) - $8.0M; CEX
Cluster Protocol (u/clusterprotocol) - $5.0M; AI Agents
3F (u/3f_xyz) - $4.0M; Lending, RWA
RealGo (u/RealGoOfficial) - $3.5M; Play to Earn (P2E)
ILITY (u/ILITY_xyz) - $2.0M; Privacy, Cross-Chain
Avenir Group - $1.6M; Portfolio Management
Robin Markets (u/robinmarketsxyz) - $475.0k; Staking, Prediction Markets