Seqlense Investment Brief 39 - EN
Investment Brief #39 shows regulation beginning to shape tomorrow’s markets. In crypto, USDC becomes the first significant e-money token under MiCA (direct EBA supervision from 12 November), ESMA clarifies the protection of CASP client funds, the French authorities publish their proposals for the MiCA review (DeFi, staking, lending) and the FCA opens two consultations on its future regime’s perimeter and DeFi risks, while FINMA approves the first Swiss spot-bitcoin ETF. In traditional finance, ESMA prepares the move to T+1 (October 2027, first deadline 7 December 2026) and clarifies the delayed disclosure of inside information; the SEC and AMF strengthen their cooperation. In AI, EN 18286:2026 becomes the first harmonised AI Act standard, the CMA targets Microsoft/Copilot and complaints are filed over Meta’s new terms. Gold falls to 4,041 dollars, its lowest since August, ahead of the FOMC.
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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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