On February 24, news reports indicated that as the United States advances its stablecoin regulatory framework, the “Genius Act” is being viewed by the market as a key policy to reshape the stablecoin industry landscape. Analysts point out that under this legislation, the stablecoin-related revenue of the country’s largest compliant CEX could potentially double to sevenfold, with some institutions interpreting this as a long-term “tenfold” growth potential, making it one of the important narratives in the 2026 crypto market.
The bill, signed by Trump, aims to establish a clear compliance system for U.S. stablecoins, including requirements for issuers to hold high-quality liquid assets such as U.S. Treasuries on a 1:1 basis as reserves, and to strengthen anti-money laundering measures and regulatory transparency. This system design will significantly reduce regulatory uncertainty for stablecoins, increase institutional investment willingness, and promote the expansion of regulated stablecoins in payments, settlements, and on-chain finance.
From a revenue perspective, stablecoin operations have become a major growth engine for this CEX. Data shows that by 2025, stablecoin-related income will account for about 19% of its total revenue. Following regulatory clarity, trading volume, custody demand, and institutional partnerships for stablecoins are expected to rise in tandem, driving continuous growth in trading fees, custody service charges, and ecosystem revenue sharing. Due to its well-established compliance infrastructure, this CEX has a first-mover advantage in a regulator-friendly environment.
However, growth potential also involves policy trade-offs. The “Genius Act” requires issuers to hold large-scale U.S. Treasury reserves, which could push stablecoin reserves toward the trillion-dollar level and deepen the linkages between the crypto market and traditional finance. If profit-sharing is restricted by regulations, user incentives may be weakened, potentially slowing the adoption of stablecoins.
The market generally believes that this bill marks a new phase of integration between the crypto industry and traditional finance. Increased regulatory clarity will boost institutional confidence and promote the expansion of the U.S. dollar stablecoin ecosystem. In the coming months, stablecoin regulatory policies, institutional capital inflows, and the growth of compliant stablecoins will be key indicators influencing the valuation of this CEX and changes in the crypto market structure.
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