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US GENIUS Act Draft Rules Require Bank-Level KYC for Stablecoin Issuers—What Happens to Your USDT Card

2026-06-19

Several US federal financial regulators (spanning the Federal Reserve, the Treasury, and the FinCEN anti-money-laundering apparatus) have jointly published a draft implementing rule for stablecoin issuers. The draft requires issuers to comply with Bank Secrecy Act procedures for customer identity verification, retention of name and address information, and screening against terrorist and sanctions lists (OFAC). The draft is widely read as the accompanying rulemaking for the GENIUS Act (the federal stablecoin legislation passed in 2025). According to a briefing from the Korean outlet Tokenpost (citing PANews), the draft has entered a 60-day public comment period, after which a final version will take effect.

A factual caveat is warranted here first. As of this writing, what we can confirm from primary regulatory sources is limited to two points: that the GENIUS Act completed a federal-level vote in 2025, and that regulators are now advancing the accompanying implementing rules. This article does not repeat the specific official quotes or specific deadline details found in the upstream report—those appear in the Tokenpost secondary briefing but could not be directly verified on primary announcement pages such as FinCEN’s official site. Treat Tokenpost as a lead, not a conclusion, and defer to official announcements from issuers and regulators for the final word.

What this means for USDT card users

Let’s first map out the flow: the funding path for your USDT virtual card typically runs “your USDT → upstream conversion/custody at the issuer → Visa/Mastercard settlement.” This draft rule constrains stablecoin issuers (such as Tether and Circle)—not your card directly, and not the card-issuing platform itself. So the first-order conclusion is: your day-to-day experience of swiping, topping up, and spending will not change because of this draft in the short term.

But the medium-to-long-term transmission is worth watching. As issuers are required to perform bank-level KYC, retain records, and screen against sanctions lists, this compliance burden tends to flow downstream—card-issuing platforms, in order to work with compliant issuers, will likely see their own onboarding and identity-verification thresholds tighten as well.

Readers planning to open a new card can first check the comparison in The 5 Best U-Cards to Get in 2026 before deciding whether to act during the comment period.

Historical comparison: how this differs from MiCAR and the 2023 USDC episode

Placing this draft on a timeline helps clarify things.

The EU’s MiCAR, in effect since 2024, imposed a full package of reserve, whitepaper, and authorization requirements on stablecoin (EMT/ART) issuers, leading some non-euro stablecoins to be delisted or restricted on European exchanges at one point—that was a case where issuer-side compliance directly changed end-user availability. This US draft points in a similar direction (constraining issuers), but for now it stops at the KYC/anti-money-laundering layer—more about “identity and sanctions compliance” than the kind of comprehensive “reserves plus issuance authorization” overhaul MiCAR represented.

The brief USDC depeg in March 2023 was a different type of event: that was market/reserve risk transmitting instantly to every U-card user holding USDC—a sudden shock. This is instead a case of gradual compliance tightening, with no single dramatic “suddenly unusable” moment. The two call for entirely different responses: a depeg demands fast reaction, while compliance tightening calls for patient observation.

What they share: it’s never the end-user cardholder who takes the direct hit first—it’s the “conversion plus custody” layer sitting upstream at the card issuer. Whichever issuer has built solid upstream compliance and reserves is the one whose card will hold up better through this kind of regulatory cycle.

Regulatory boundaries: where the lines currently sit

Key milestones worth watching next

  1. End of the 60-day comment period: Rely on the date published on the regulator’s official announcement page, not the specific date figures cited by secondary media.
  2. Official responses from Tether / Circle: How issuers position themselves, and whether they adjust compliance workflows, will foreshadow whether your card’s upstream will move more reliably than the draft rule itself.
  3. User-agreement updates from card-issuing platforms: Watch the official announcement pages of your regular cards (not community rumors) for changes to clauses on “onboarding verification” and “applicable regions.”
  4. Finalization and effective date of the final rule: A draft is not the final rule—anything could change before finalization.

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