Crypto Scenario Insights

US Congress targets CBDC ban until 2030 — does it shift capital to stablecoins?

What happened

US lawmakers have reached a bipartisan deal on a housing bill containing a temporary ban on Federal Reserve CBDCs until 2030.

What we think

The most likely outcome is a neutral spot market reaction (65% probability) as the CBDC ban is a long-term structural development rather than an immediate liquidity catalyst.

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US Congress targets CBDC ban until 2030 — does it shift capital to stablecoins?

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

Read the full analysis