🚨 The White House is holding a closed-door meeting tomorrow to decide the future of the U.S. crypto market structure bill.

The White House wants both sides to reach compromise language by the end of Feb 2026, with stablecoin yield being the main issue blocking the bill.

The House already passed the CLARITY Act on July 17, 2025. Since then, the bill has been stuck because the Senate cannot agree on one question:

Should stablecoin holders be allowed to earn yield?

THE CORE FIGHT IS STABLECOIN YIELD

Banks see yield-bearing stablecoins as a direct threat to deposits. Bank trade groups warned that up to $6.6 trillion in community bank deposits could be at risk if the yield loophole stays open.

Crypto firms see a yield ban very differently. They say banning yield protects banks and hurts competition. For companies like Coinbase, stablecoins are a major business line.

They made $355M in stablecoin revenue in Q3 2025 alone, with a yearly run rate heading above $1B. That’s why Brian Armstrong pulled support when the Senate draft tried to tighten yield rules.

The GENIUS Act already banned stablecoin issuers from paying interest. The real fight now is whether exchanges and platforms can still share reserve income through rewards and incentives.

Here’s where things stand legislatively:

The House passed CLARITY in July 2025.

Senate Banking released its amendment in Jan 2026, but talks stalled after yield language changed.

Senate Agriculture moved its version forward on Jan 29, 2026 along party lines.

Without a yield deal, nothing moves.

This is why Feb 10 is not a routine meeting.

The White House is trying to force a deal on the single issue blocking U.S. crypto regulation.

If compromise language is ready by end February, the bill can move forward. If not, delays continue and policy uncertainty drags on.

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