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A presidential executive order directed the Federal Reserve to formally evaluate direct payment rail access for crypto firms, while bipartisan legislation introduced in Congress would codify a one-million-BTC national reserve into permanent law. SpaceX's IPO filing, made public on May 20, put a $1.29 billion Bitcoin treasury on the SEC record for the first time.
Trump Orders the Fed to Evaluate Whether Crypto Firms Can Access U.S. Payment Rails Directly
The order, signed May 19 and titled "Integrating Financial Technology Innovation into Regulatory Frameworks," gives the Federal Reserve 120 days to assess whether non-bank fintechs — stablecoin issuers, crypto exchanges, and blockchain payment processors — qualify for direct access to Federal Reserve payment accounts and services. Six additional federal financial regulators, including the SEC and CFTC, face a parallel 180-day mandate to identify rules that unfairly restrict non-bank entities from accessing the banking system. The Fed must publish application procedures for payment account access and, where existing authority permits, deliver decisions within 90 days of an application. Following the review periods, agencies have six months to take concrete implementation steps. The order explicitly frames restrictive access standards as advantages that protect incumbent banks at the expense of innovation.
The review's specific charge — to determine whether current law already permits broader access — means a favorable legal conclusion could allow non-bank crypto firms to obtain Fed master accounts without additional legislation.
A Bipartisan Bill Would Convert the U.S. Bitcoin Reserve From Executive Order to Federal Law
Reps. Nick Begich (AK-AL) and Jared Golden (ME-02) introduced the American Reserve Modernization Act on May 21, joined by 17 House co-sponsors. The legislation authorizes the Treasury to acquire up to 200,000 BTC per year for five consecutive years, targeting one million bitcoin under federal custody over two decades. Purchases would be financed through gold certificate revaluation — a budget-neutral mechanism requiring no new appropriations — and all holdings must be maintained for a minimum of 20 years. The bill mandates quarterly proof-of-reserve reports and independent third-party audits, and affirms that the federal government may not restrict individuals from owning or self-custodying digital assets. No floor vote is currently scheduled; the bill has been referred to the House Financial Services Committee.
If enacted, ARMA would elevate the Strategic Bitcoin Reserve from a revocable executive order to a statutory obligation — one that would require a separate act of Congress to unwind.
SpaceX Files for IPO — and Discloses Far More Bitcoin Than Anyone Had Modeled
SpaceX disclosed 18,712 bitcoin in its S-1 registration statement, filed publicly on May 20, at a fair value of $1.29 billion as of March 31, 2026. The company originally purchased 25,724 bitcoin in 2021 for approximately $661 million; the position has been unchanged since the end of 2024, though the filing does not detail the timing or rationale behind the reduction from the original stake. Prior public wallet attribution had placed SpaceX's holdings at roughly 8,285 BTC — less than half the disclosed figure. The position ranks SpaceX above sister company Tesla (11,509 BTC) and below Strategy (843,738 BTC) among publicly held corporate Bitcoin treasuries. Goldman Sachs, Morgan Stanley, BofA Securities, Citigroup, and J.P. Morgan are leading the underwriting syndicate, with a Nasdaq debut under the ticker SPCX targeted for June 12, 2026.
The disclosure marks the first time SpaceX's Bitcoin position has been subject to SEC reporting requirements, establishing a public benchmark that future quarterly filings will update.
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