Clear Street sees potential ‘inflection point’ for crypto market

Clear Street analyst Owen Lau believes the crypto market could be an “inflection point” following the 44% decline from October 10, 2025, to February 28, 2026. a Recent developments, including President Trump’s support of the Clarity Act, Kraken’s access to Federal Reserve Master Account, war in the Middle East, and Morgan Stanley naming Coinbase (COIN) as a co-custodian “have not only dramatically improved the sentiment of crypto, but also supported the fundamentals of blockchain long term,” the analyst tells investors in a research note. Clear Street believes the shift could end the crypto bear market and “trigger the beginning of a bull run.” President Trump’s social media last night of the Genius Act “is a very meaningful support,” the firm contends. Clear Street points out that crypto tokens and equities are up substantially today, with Coinbase up 15%, Bullish (BLSH) up 9%, and Circle Internet (CRCL) up 3%.