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Potential Impacts on CASP Business Models from Regulatory Developments for (Week Ending 16 January 2026
Executive Summary The regulatory landscape for the week ending 16 January 2026 is defined by a sharp strategic divergence: Operational hardening in the West versus aggressive market restructuring in the East . Europe & UK: Regulators have closed the door on jurisdictional arbitrage for infrastructure. The UK-EU DORA pact creates a unified supervisory front, while the G7’s Post-Quantum roadmap introduces a new, existential technology risk for CASP custodians. APAC & Middle E

James Ross
Jan 194 min read


Potential Implications for CASPs Buisness Model arising for Regualtory Developments for the Week Ending 9 January
1. Executive Summary The most critical impact on Business Models is the end of “regulatory arbitrage” regarding capital efficiency (EU/Global) and the confirmation of a strict “survival window” for UK market access. Simultaneously, Revenue Generation faces a sharp dichotomy: immediate compression in APAC (Hong Kong retail restrictions) and the US (potential yield bans), contrasted with new federal banking and derivative revenue pathways opening in the US. 2. Material Impact

James Ross
Jan 104 min read


ESMA Final Guidelines on Knowledge and Competence under Regulation (EU) 2023/1114 (MiCA)
1. Executive Summary On July 11, 2025, the European Securities and Markets Authority (ESMA) issued its final report on the guidelines...

James Ross
Jul 12, 20255 min read


ESMA Peer Review on CASP Authorisations under MiCA
1. Executive Summary This report analyses the findings of a European Securities and Markets Authority (ESMA) peer review concerning the...

James Ross
Jul 11, 20253 min read
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