Crypto Scenario Insights

Revolut's USDT Delisting in Europe: A Localized MiCA Impact or Broader Stablecoin Shift?

What happened

Revolut's decision to discontinue USDT support for customers in the European Economic Area (EEA) and Switzerland by August 31, 2026, is a direct response to the EU's MiCA regulation.

What we think

The most likely outcome (70% probability) is a neutral impact on the global crypto market and USDT's peg, with localized shifts in stablecoin demand within the EEA and Switzerland.

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Revolut's USDT Delisting in Europe: A Localized MiCA Impact or Broader Stablecoin Shift?

We explain what happened and what could follow. We do not forecast prices.

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