Cryptocurrency benefits from regulatory turning points in the US, Goldman Sachs predicts it will have a profound impact

The legal environment surrounding the cryptocurrency sector is entering a positive transition phase. Goldman Sachs has just published a report indicating that improvements in regulatory frameworks, combined with new applications beyond pure trading, are expanding the sector’s development prospects. This particularly benefits infrastructure providers, organizations less affected by market volatility, and capable of supporting the entire ecosystem.

Regulatory Barriers Are Being Levelled

According to the analysis team led by James Yaro, legal uncertainty has long been a major obstacle hindering the participation of financial institutions. However, this picture is changing rapidly. “A clear regulatory framework will be a key factor encouraging buyers and sellers in the financial industry to accept digital assets. At the same time, new applications of digital assets beyond trading are also emerging,” the research team noted.

Data from Goldman Sachs’ survey clearly reflects the impact of legal factors: 35% of financial institutions identify regulatory uncertainty as the biggest obstacle, while 32% believe that regulatory transparency is the most important catalyst to promote cryptocurrency adoption.

New Policies in Washington Create a Positive Momentum

The biggest change comes from the United States. After President Donald Trump took office, the (SEC) (Securities and Exchange Commission) underwent a comprehensive leadership restructuring. With Paul Atkins appointed as chairman, the agency shifted from a long-standing strict enforcement stance. Many ongoing investigations and lawsuits have been canceled, indicating a trend toward supporting industry development.

The current administration has prioritized developing the US cryptocurrency infrastructure as a top policy goal, and the SEC under new leadership has also prioritized this.

Comprehensive Legislation on the Way to Formalization

The Congress is considering bills to clearly define the legal framework for digital assets and decentralized finance (DeFi) activities. These bills will also clarify the division of authority between the SEC and the (CFTC) (Commodity Futures Trading Commission).

Goldman Sachs emphasizes that formal regulations by mid-2026 will be extremely important, as the midterm elections at the end of that year could slow down the legislative process. These clear regulations are seen as the key to unlocking capital flows from large organizations.

With these positive signals, the Bitcoin and cryptocurrency community at large has a basis to expect the next phase of development in the formalization process.