Stock Markets May 4, 2026 06:39 AM

Coinbase Says Senators Reach Agreement Narrowing Stablecoin Reward Rules in Crypto Bill

Compromise limits rewards deemed too similar to bank interest while preserving platform-based rewards, clearing a potential path for Senate progress

By Marcus Reed COIN
Coinbase Says Senators Reach Agreement Narrowing Stablecoin Reward Rules in Crypto Bill
COIN

Coinbase announced that negotiators have resolved language on a central element of a major crypto bill, addressing a long-standing dispute over whether stablecoin rewards offered by crypto firms resemble interest paid on bank deposits. The compromise narrows how rewards can be structured, instructs regulators to develop new stablecoin rules and a disclosure framework, and leaves intact the ability for users to earn rewards tied to platform usage, according to the company.

Key Points

  • Senators reportedly reached a compromise on a major provision of crypto legislation that had been blocking Senate progress.
  • The compromise restricts rewards that are economically or functionally equivalent to interest on bank deposits, while preserving the ability for Americans to earn rewards tied to actual use of crypto platforms and networks.
  • The legislation directs regulators to develop a new stablecoin regulatory framework, including a disclosure regime and a list of permitted reward activities, potentially affecting banking and crypto firms as well as regulatory agencies.

Coinbase said on Friday that senators have reached a deal on a pivotal provision in proposed cryptocurrency legislation that could allow the bill to advance in the U.S. Senate.

The point of contention earlier in the year centered on language that would permit stablecoin issuers and crypto platforms to provide yield-bearing products and other rewards paid in stablecoins. Banks had objected to that approach, arguing such rewards could draw deposits away from banks and complicate their ability to fund lending.

Crypto firms including Coinbase had countered that the ability to offer rewards is essential to attracting customers and that an outright ban on such programs would be anticompetitive. In a post on X, Coinbase's Chief Policy Officer Faryar Shirzad said the compromise increased restrictions on rewards at the banks' insistence but preserved the core ability for Americans to earn rewards when those rewards reflect "real usage of crypto platforms and networks."

Reporting by Punchbowl News on the compromise text, finalized by Senators Thom Tillis and Angela Alsobrooks, described a broad prohibition on rewards delivered "in a manner that is economically or functionally equivalent to the payment of interest or yield on an interest-bearing bank deposit." The same reporting also indicated that the compromise directs regulators to draft a new suite of stablecoin regulations, including a dedicated stablecoin disclosure regime and a list of permissible reward activities. Reuters could not immediately verify that report.

The proposed framework aims to resolve a regulatory gray area in which many crypto companies have been operating, a condition executives have said has impeded business development. The legislative proposal, identified in coverage as the Clarity Act, is presented as an effort to establish clearer rules that proponents believe would support broader cryptocurrency adoption.

The article also notes that President Donald Trump, who sought crypto-related support during his campaign and whose family has benefited from its own token, has made crypto reform a priority in his second administration.

Market context in the original reporting included references to Coinbase Global Inc and its ticker COIN.


Next steps: With the compromise language reportedly finalized by senators, the provision at the center of the earlier stall is clearer. The text's direction to regulators for a disclosure regime and an approved list of reward activities signals additional rulemaking to follow, although the timeline and final regulatory specifics remain to be set by the agencies responsible for implementation.

Risks

  • Banks remain concerned that certain stablecoin reward programs could siphon deposits and hinder bank lending - a risk for the banking sector and credit markets.
  • Regulatory implementation is unresolved - regulators must still propose detailed rules and a disclosure regime, creating uncertainty for crypto firms and stablecoin issuers until those rules are finalized.
  • The scope and interpretation of what constitutes rewards that are "economically or functionally equivalent" to bank interest could lead to legal and compliance ambiguity for crypto platforms and stablecoin issuers.

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