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Q1 2026 saw major U.S. crypto regulatory moves, from SEC guidance to stablecoin and CBDC bills

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13

Why it matters

The SEC and CFTC have moved to align their regulatory frameworks for digital assets. On March 11, the agencies signed a memorandum of understanding to coordinate oversight and enforcement in overlapping areas. The SEC issued an interpretive release clarifying how federal securities laws apply to crypto assets and related transactions, and the CFTC committed to applying the Commodity Exchange Act consistently with that guidance. The SEC also released fiscal-year 2025 enforcement results reflecting a shift in crypto policy. Meanwhile, Treasury's FinCEN and OFAC published a joint notice of proposed rulemaking on April 10 to implement anti-money-laundering, counter-terrorism financing, and sanctions provisions under the GENIUS Act.

Congress has advanced separate restrictions on stablecoins and central bank digital currencies. The Senate Banking Committee released a draft on January 12 that would prohibit digital-asset service providers from paying interest or yield on stablecoin balances. The Senate also advanced a CBDC ban through 2031 as part of the 21st Century ROAD to Housing Act. At the state level, Virginia enacted a law on April 13 creating a framework for unclaimed digital assets, effective July 1, 2026.

Firms operating in payments, custody, trading, and tokenization should expect material compliance obligations across multiple fronts. The regulatory landscape is shifting from experimental to formalized: securities classification rules are now explicit, AML and sanctions requirements are tightening, stablecoin yield restrictions are coming, and jurisdictional coordination between federal agencies is deepening. Companies should audit their current practices against the SEC's interpretive release and prepare for the proposed FinCEN/OFAC rules, particularly if they handle stablecoins or provide custody services.

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