Tether Plans U.S. Expansion Under New Stablecoin Law

With the GENIUS Act now in place, offering defined rules for stablecoins, Tether is getting ready to increase its activity in the U.S. This marks a turning point for the company, known for operating largely outside of U.S. regulations. Tether’s new goal is to enter the market supported by regulations and targeted toward institutions.

Though specifics are limited, the move comes as demand grows in both emerging and established markets. Tether says its U.S. efforts will target institutional services like payments, settlements, and trading infrastructure.

Tether’s Turn Toward U.S. Institutions

Tether CEO Paolo Ardoino confirmed in a July 23 interview with Bloomberg that the company is actively shaping a domestic strategy aimed at institutional clients in the United States. Unlike previous attempts to tap into the U.S. market, this effort is grounded in regulatory compliance and long-term infrastructure.

“We are well in progress of establishing our U.S. domestic strategy,” Ardoino said. The focus, he explained, is not retail usage but rather services tailored for financial institutions—streamlining digital payments, easing interbank settlements, and enhancing trading environments.

The move to focus on institutions reflects the rising demand for stablecoins that work well in complicated financial operations. Stablecoins pegged to the U.S. dollar provide steady prices and liquidity, unlike more volatile cryptocurrencies. Tether’s strategy is part of a bigger pattern of digital assets joining traditional financial services.

Still, it’s worth noting that Tether has been cautious in positioning itself as a fully regulated entity. Unlike Circle, the issuer of USDC, which recently went public, Tether continues to resist public listing. Its leadership insists that remaining private allows for greater flexibility and fewer distractions as the company builds compliant partnerships.

GENIUS Act Creates a Path for USDT

Tether’s announcement comes after President Donald Trump signed the GENIUS Act into law. This new law officially recognizes stablecoins in the U.S. and sets rules for token issuers about reserves, audits, and preventing money laundering.

A new law lets crypto companies work more openly in the United States, which has had confusing and overlapping rules for a long time. Now, licensed companies can issue stablecoins to be used for payments and financial services. This provides firms like Tether with a more defined legal pathway.

However, access will come with more oversight. Tether’s plans to grow in the U.S. depend on following strict rules, like regular audits and clear reports about its reserves. In 2021, the company paid $60 million to settle claims that it gave false information about its dollar backing. Since then, it has moved much of its work to countries that are friendlier to crypto, like El Salvador.

Now, Tether seems prepared to return, this time with greater transparency. Reports indicate the company is in talks with U.S. auditors and may launch a separate, U.S.-focused version of its stablecoin designed to meet higher disclosure standards.

Global Growth Continues Alongside U.S. Strategy

As Tether considers reentering the U.S. market, its international operations continue to play a central role in the company’s strategy. Demand remains strong in emerging economies, where dollar-backed digital assets help bridge gaps created by unstable currencies or limited access to traditional banking. In these regions, USDT often serves as a practical alternative to local money.

At the same time, the divide between emerging and developed markets is closing. As stablecoins become more widely accepted, Tether entering the U.S. market under updated regulations looks like a logical advancement instead of a major departure.

Beyond its stablecoin, Tether has been expanding its presence in other sectors. The company has invested in U.S.-linked ventures like Bitcoin miner Bitdeer and has shown interest in biotech and media. These efforts suggest a long-term plan to evolve into a broader digital finance entity.

Still, USDT remains Tether’s flagship product and the most traded digital asset globally by volume, with over $163 billion in circulation. If U.S. regulatory approval is achieved, institutional demand could push that figure even higher.

What Comes Next for Tether?

Tether’s planned expansion into the United States marks an important step toward stronger regulatory compliance and institutional focus. The GENIUS Act provides a clearer legal framework, allowing Tether to expand payments, settlements, and trading with greater transparency.

While growing globally, especially in emerging markets, Tether’s renewed U.S. strategy shows stablecoins gaining trust as financial tools. How well Tether adapts will shape its future in the crypto space.