Crypto Scenario Insights

Will BitGo's MiCA Infrastructure Shield EU Liquidity as Binance Faces Regulatory Headwinds?

What happened

BitGo has launched a MiCA-compliant crypto-as-a-service platform in Europe, targeting firms facing licensing delays ahead of the July 1 deadline.

What we think

The most likely outcome is a neutral, highly fragmented transition to the MiCA framework (65% probability), where infrastructure workarounds like BitGo's prevent systemic collapse but fail to stop localized liquidity dip…

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Will BitGo's MiCA Infrastructure Shield EU Liquidity as Binance Faces Regulatory Headwinds?

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

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