Seqlense Investment Brief 8
Key highlights: Crypto & regulation - Accelerated normalisation with MiCA and the CARF tax framework - Gradual end of regulatory grey areas - Countdown to the end of the MiCA transition period (1 July 2026) Market transformation - Institutional acceleration of real-world asset tokenisation - Emerging exposure models such as crypto treasury companies Markets & geopolitics - Return of geopolitical risk - Pressure on global bond markets - European industrial sovereignty strategies
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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