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Fed Proposes Strict Stablecoin Regulation with Concrete Reserve Requirements

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The Federal Reserve has proposed concrete reserve, redemption, and reporting rules for U.S. stablecoin regulation in its September 24, 2026, draft.

The proposal sets explicit requirements for covered issuers, including a 1:1 reserve backing with daily valuation, limited to cash, Fed balances, bank deposits, short-dated Treasurys (≤93 days), certain repos, and approved MMFs.

Beyond the strict reserve composition, the draft also outlines redemption within two business days of a valid request, weekly operating data submitted to regulators, quarterly financial reports certified by the CFO and board, annual AML/sanctions certification, and a published redemption policy detailing eligibility and processing.

The mandates apply to issuers that are bank-supervised subsidiaries, with a 30-day application completeness window outlined in a companion proposal.

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