Circle, Coinbase lead crypto stocks rally amid Clarity Act progress, bitcoin hitting $80,000

The market is starting to price in potential winners as stablecoin yield compromise opens path for passing key U.S. digital asset regulation, one analyst said. What to know : Crypto stocks gained Monday across the board as bitcoin topping $80,000 boosts sector. Stablecoin issuer Circle (CRCL) surged 18% as compromise about stablecoin yield spurs optimism in passing key crypto legislation. Equity markets begun to pick "potential winners," with Circle seen as beneficiary of clearer rules, 10x Research founder Markus Thielen said.