Tether Faces Potential Asset Sales Amid U.S. Stablecoin Regulatory Changes

According to a comprehensive report by The Block, a recent analysis from JPMorgan indicates that Tether may face significant adjustments to meet the forthcoming U.S. regulatory frameworks for stablecoins. The proposed legislation includes two pivotal bills—the House’s “STABLE Act” and the Senate’s “GENIUS Act”—designed to impose stringent licensing demands and risk mitigation protocols on stablecoin operators. Current assessments suggest that Tether is not fully compliant, with only 66% of reserves meeting House requirements and 83% under Senate scrutiny. This represents a concerning trend, as noted by analyst Nikolaos Panigirtzoglou, who highlighted a decline in compliance since mid-2024, paralleling the sharp rise in stablecoin circulation. The potential divestment of non-compliant assets—such as Bitcoin, corporate bonds, and precious metals—is now a critical strategy for Tether to align with these evolving regulations.