Stock Markets January 26, 2026

SEC Moves to Dismiss Enforcement Case After Full Return of Gemini Earn Assets

Regulator and exchange file joint stipulation in Manhattan court after investors recovered crypto through Genesis bankruptcy

By Marcus Reed
SEC Moves to Dismiss Enforcement Case After Full Return of Gemini Earn Assets

The U.S. Securities and Exchange Commission has agreed to drop its enforcement action against the cryptocurrency exchange now known as Gemini Space Station after investors in its Gemini Earn lending program obtained a full in-kind return of their crypto assets via the Genesis Global Capital bankruptcy process between May and June 2024. The dismissal follows a prior SEC decision to resolve the lawsuit and comes amid a reported shift in the regulator's approach to digital assets under President Donald Trump.

Key Points

  • The SEC and Gemini Space Station filed a joint stipulation in federal court in Manhattan to dismiss the enforcement case after investors in the Gemini Earn lending program recovered their crypto assets in full through the Genesis Global Capital bankruptcy process between May and June 2024. (Impacted sectors: cryptocurrency exchanges, digital asset lending)
  • Genesis returned customers crypto in kind rather than liquidating a limited pool of assets and reimbursing with cash; the Gemini Earn program held $940 million when Genesis froze accounts in November 2022. (Impacted sectors: crypto lending, bankruptcy proceedings)
  • The SEC had decided to resolve the lawsuit in the prior year and noted that its decision to dismiss this particular case does not reflect its stance on other matters; the agency's approach to crypto enforcement has reportedly shifted under President Donald Trump. (Impacted sectors: regulatory oversight, financial markets)

The U.S. Securities and Exchange Commission and the exchange now known as Gemini Space Station have jointly asked a federal court in Manhattan to dismiss the SEC's enforcement action tied to a crypto lending program, citing the complete return of investor assets.

According to the joint stipulation filed on Friday, the return of crypto to investors in the Gemini Earn program was accomplished through the Genesis Global Capital bankruptcy process between May and June 2024. The SEC had previously moved to resolve the lawsuit last year.

The enforcement action traces back to charges the SEC brought in 2023 against Genesis Global Capital and Gemini Trust Company, alleging the illegal sale of securities to hundreds of thousands of investors through the Gemini Earn lending program. Under that program, Gemini customers lent their crypto holdings to Genesis and received interest on those loaned assets.

When Genesis froze customer accounts in November 2022, Gemini previously said the total value of assets in the Gemini Earn program was $940 million. Rather than liquidating a limited pool of assets and repaying investors in cash, Genesis ultimately returned customers' crypto holdings in kind, the court filing notes.

"the 100 percent in-kind return of Gemini Earn investors crypto assets through the Genesis Bankruptcy and the settlements ... the Commission believes the dismissal of the claims against Defendant is appropriate,"

The court filing emphasized that after the full in-kind restitution to Earn investors and the settlements achieved through the bankruptcy process, the SEC considers dismissal of the claims against the defendant appropriate.

The SEC also made clear that this decision to seek dismissal does not set a precedent for other matters and does not reflect the agency's position on unrelated cases.

Public reporting noted that the SEC has shifted its approach to crypto enforcement under U.S. President Donald Trump, who has expressed support for broader mainstream adoption of digital currencies and has pledged to pursue more favorable rules for the sector.

Gemini did not immediately respond to a request for comment outside regular business hours.

Separately, market information noted that Gemini made a strong debut on the Nasdaq last year and that the exchange is currently valued at $1.14 billion, according to data provided by LSEG.

For investors in the Gemini Earn program, the bankruptcy route led to a full recovery of their crypto balances rather than a cash settlement. That outcome was central to the SEC and the exchange jointly asking the Manhattan federal court to dismiss the enforcement action.


Context and implications

The joint stipulation and its rationale focus narrowly on the return of assets to the affected investors and the settlements completed in the Genesis bankruptcy. The SEC's filing underscores that the dismissal applies to this defendant and does not imply broader regulatory conclusions for other firms or programs under investigation.

Risks

  • The dismissal applies specifically to this defendant and does not alter the SEC's position on other ongoing or future enforcement actions, leaving regulatory uncertainty in the crypto sector. (Impacted sectors: cryptocurrency, legal services)
  • Although Gemini Earn investors recovered assets in kind, the reliance on bankruptcy processes to secure returns highlights vulnerability to counterparty credit and operational failures in crypto lending structures. (Impacted sectors: crypto lending, investor protection)
  • Changes in regulatory approach under current administration could lead to shifts in enforcement and compliance expectations for exchanges and lenders, creating transitional uncertainty for market participants. (Impacted sectors: regulatory compliance, digital asset markets)

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