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White House Nears Stablecoin Rewards Deal as SEC Softens Capital Rules

The White House’s draft is intended to close the rewards fight by March 1 to restart Senate Banking markup.

Overview

  • Negotiators say paying yield for simply holding stablecoins is effectively off the table after recent closed-door sessions.
  • Talks now center on tightly defined incentives tied to user actions such as transactions or network participation rather than idle balances.
  • Draft legislative text provided by the administration guided line-by-line discussions and narrowed gaps between banks and crypto firms.
  • Proposed enforcement language would let federal regulators block evasive structures and impose civil penalties of $500,000 per violation per day.
  • SEC staff guidance now lets broker-dealers count most high-quality stablecoins toward capital with a 2% discount, a change that could be revised.