January 14-29 marks the overlap of 'policy + institutions + narrative' triple catalysts. If successfully navigated, February will usher in the true starting point of Altseason. The CLARITY Act text is ready, only awaiting final bipartisan confirmation. Voting on January 31 has a success probability >75%. If successful, it will bring regulatory certainty and trigger institutional allocation. January 15-18 will test market sentiment with major unlocks. January 19-22 Davos meeting will set the tone for February's policy direction.