Crypto Policy

Before scaling a policy thesis, I want to see that the team has named the relevant regulators, identified the product assumptions at risk, and written at least one credible contingency plan. If not, the strategy is still too dependent on headlines behaving nicely.

The metrics I would track are time from policy signal to internal memo, number of product assumptions tied to one jurisdiction, and the readiness of contingency plans for major rule shifts. Those measures reveal whether a team is learning or just doomscrolling. Before scaling a policy thesis, I want to see that the team has named the relevant regulators, identified the product assumptions at risk, and written at least one credible contingency plan. If not, the strategy is still too dependent on headlines behaving nicely.

The clearest signals usually live in specificity of the regulatory scenario, fit between policy interpretation and the product model, and readiness of compliance and communication plans. A good archive helps future-you compare decisions over time instead of restarting each month from a vague sense that things are improving.

Keep these nearby while you evaluate:
- EU crypto asset rules overview: finance.ec.europa.eu/digital-finance/eu-rules...
Helpful for comparing US uncertainty with a more formal legislative framework.
- FATF virtual assets guidance: fatf-gafi.org/en/publications/Fatfrecommendat...
Still one of the key references for travel rule and risk-based compliance conversations.
- Coin Center video archive: youtube.com/@coincenter/videos
A useful complement when policy readers want public explainers and hearings context.