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TEXXR

Chronicles

The story behind the story

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Bipartisan support, including free-market Republicans, growing for federal regulation of cryptocurrencies after recent surge of interest in virtual markets

WASHINGTON (Reuters) - Jolted by the global investment craze over bitcoin and other cryptocurrencies, U.S. lawmakers are moving …

Reuters David Morgan

Context & Ripple Effects

This February 2018 report lands weeks after the CFTC and SEC chiefs signaled in prepared congressional testimony that they back more oversight of virtual currencies, making the regulators' position official before legislators had taken sides. The news here is political cover: when free-market Republicans join Democrats on regulation, the ideological objection that kept Congress hands-off collapses.

The arc runs long. Within months, firms like a16z and Union Square Ventures were lobbying the SEC for exemption from federal oversight even as other industry leaders asked Congress for clearer rules, fearing innovation would head overseas. By 2022, crypto executives were flooding Washington with campaign donations ahead of a federal push for new rules, and by 2023 — after FTX, Celsius, and Luna failed — Republicans were proposing their own market-structure bill.

First-order effects

  • Exchanges, token issuers, and funds operating in U.S. markets now face a realistic path to federal oversight rather than a patchwork of state regimes, with the CFTC and SEC already staking claims via testimony.
  • Free-market Republicans' support removes the last structural veto in Congress, converting crypto regulation from a partisan question into a drafting exercise.

Second-order effects

  • The industry splits into two lobbying camps: firms seeking exemptions from federal oversight versus those demanding clarity to keep innovation onshore — a split that pushes both camps to spend heavily in Washington, as the 2022 donation wave shows.
  • Wall Street incumbents gain a seat at the table, since clearer rules lower the barrier for institutional products built on regulated rails.

Third-order effects

  • If the pattern holds, crypto regulation settles into a durable bipartisan project shaped partly by industry money — culminating in the post-FTX, post-Celsius, post-Luna Republican market bill that the Financial Times called a gift to the industry.
  • The longer-term contest is jurisdictional: whether the CFTC or SEC ends up as lead regulator will determine how much of the market is treated as commodities trading versus securities issuance.

The trend: Cryptocurrency regulation is evolving from a fringe concern into a bipartisan legislative project whose terms are increasingly co-written by the industry it governs.