Goldman CEO: CLARITY Act ‘has a long way’ amidst stablecoins

Goldman Sachs monitors CLARITY Act after Coinbase withdrawal; industry presses tokenization and stablecoin reforms as GS eyes prediction markets.

  • David Solomon, CEO of Goldman Sachs, said staff are watching the Digital Asset Market Clarity (CLARITY) Act during a Q4 2025 earnings call.
  • The Senate Banking Committee’s scheduled markup of the bill was postponed after Coinbase withdrew support.
  • Banks, exchanges and DeFi firms are pushing for changes on tokenized equities and stablecoin rewards; some banks seek to bar interest-bearing stablecoins.
  • Goldman Sachs is exploring prediction market opportunities and met with providers recently, including Polymarket and Kalshi.
  • The bill’s path is uncertain; the Senate Agriculture Committee plans a markup on Jan. 27 and Congress must pass funding before month-end to avoid a shutdown.

On Thursday during the company’s fourth-quarter 2025 earnings call, David Solomon, CEO of Goldman Sachs, said many people at the firm were “extremely focused” on the Digital Asset Market Clarity (CLARITY) Act and its effects on tokenization and stablecoins, according to the earnings call. The discussion touched on potential business and regulatory impacts in the US financial system.

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A markup of the bill that had been scheduled for Thursday was postponed after Coinbase said it would no longer support the legislation as drafted. The congressional process that reviews and amends bills is known as a markup session, and Solomon said, “That bill, based on the news over the last 24 hours, has a long way to go before that bill is gonna progress.”

Industry groups representing banks, cryptocurrency exchanges and decentralized finance firms are pressing for amendments on how the SEC handles tokenized equities and rules around stablecoin rewards. Some banking interests have lobbied for language that would prohibit interest-bearing stablecoins; the most recent draft suggested lawmakers were looking to ban passive returns on stablecoin balances while not entirely ruling out rewards.

Solomon also noted that Goldman Sachs is evaluating opportunities in prediction markets and that he met with representatives in the previous two weeks, mentioning platforms such as Polymarket and Kalshi. He added that he believes the innovations are important, saying, “I do think these innovations are important.” A video of his remarks is available online at the posted clip. Congressional timing remains unclear; the Senate Agriculture Committee has a markup scheduled for Jan. 27, and lawmakers must pass another funding bill before the end of January to avoid a government shutdown.

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