Seqlense Investment Brief 32 - EN
Seqlense Investment Brief 32 - EN Access is the new constraint. Crypto firms face the FCA gateway (30 September 2026, no MiCA passport) and a possible Swiss "crypto-institution"; the AMF, BaFin and FCA are all targeting misleading promotion. Long-term yields are back as the main market risk, gold rebounded near $4,647 before easing on the US PCE, and AI's bottleneck is shifting from chips to permits as Spain, Pennsylvania, Denmark and Australia tighten data centre rules and Nvidia buys into Cloverleaf Infrastructure. From an innovation economy to an access economy.
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About the author
Cécile Henry
Regulatory and compliance expert at Seqlense. Cécile authors every Seqlense Note — bringing hands-on experience and a pragmatic approach to regulatory analysis, with a focus on real operational impact rather than abstract theory. Her work covers French, Luxembourg and Belgian regulators, EU frameworks (MiCA, DORA, AML), and the operational reality of compliance in financial services and crypto.
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