Will Trump’s SEC pick be crypto’s savior? All eyes on Dan Gallagher

As a seasoned financial journalist, I’ve witnessed a myriad of regulatory shifts over the years. The potential appointment of Dan Gallagher as SEC chairman could indeed be a game-changer for the crypto industry. His background and stance on regulation suggest a more hands-off approach that could foster innovation while maintaining consumer protections – a delicate balance, to say the least.


Could it be that the Securities and Exchange Commission (SEC) is poised for a shift in its stance towards cryptocurrencies, under the leadership of Dan Gallagher? In what ways might his strategy contrast with Gensler’s more stringent regulatory approach?

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Crypto’s Robinhood in the making?

Speculation is growing that Dan Gallagher, who serves as the Chief Legal Officer at Robinhood and was previously a commissioner for the U.S. Securities and Exchange Commission, could potentially be selected to head the SEC if Donald Trump were to win the 2024 presidential election.

At a point when relations between the Securities and Exchange Commission (SEC) and the crypto sector are more strained than ever before, it’s notable that Gallagher is in focus. Under the guidance of SEC Chairman Gary Gensler, the SEC has been intensifying its regulatory scrutiny on platforms such as Coinbase, Kraken, and Binance, contending that numerous cryptocurrencies fall under the category of securities.

Additionally, it’s worth noting that over the past few months, Robinhood’s cryptocurrency sector has come under scrutiny from the Securities and Exchange Commission (SEC), having been issued a Wells Notice in May, which typically suggests potential future charges.

Just like Robinhood, OpenSea, the leading marketplace for non-fungible tokens (NFTs), was given a Wells Notice by the Securities and Exchange Commission (SEC) in August. This notice alleges that certain NFTs on their platform might be considered securities, which could potentially have far-reaching consequences for the entire NFT industry.

In the crypto world, there’s a common argument that the existing Securities and Exchange Commission (SEC) regulations don’t align well with digital assets, causing difficulties for businesses as they strive to adhere to these rules.

Should Gallagher assume the role, his dual expertise in conventional finance and digital assets might pave the way for an innovative regulatory strategy within the rapidly developing cryptocurrency sector.

So, what’s the implication for the industry going forward? Let’s delve more deeply into the potential picture if Gallagher takes over at the SEC and how this could influence the cryptocurrency sector.

Who is Dan Gallagher?

Dan Gallagher’s background in financial regulation spans widely and deeply, which makes him an attractive choice for the SEC chair role, if Donald Trump were to regain the presidency.

Through different pivotal positions he’s occupied, Gallagher has developed a distinct perspective on securities legislation, financial market governance, and most recently, the digital currency sector.

Initially, he garnered acclaim during his tenure as an SEC commissioner from the Republican party between 2011 and 2015. During this period, he championed a regulatory framework that encouraged both monitoring and technological advancement.

During his tenure at the SEC, he was involved in enacting the Dodd-Frank Act – a significant law designed to overhaul the financial system in response to the economic turmoil caused by the 2008 crisis.

Gallagher generally approved of specific legal provisions, but frequently expressed apprehensions regarding excessive regulation. He often argued that an abundance of rules might stifle economic expansion and inventiveness, especially among small businesses.

Prior to his tenure as commissioner, Gallagher had previously gained a substantial amount of expertise within the Securities and Exchange Commission (SEC). He served as an advisor to SEC Commissioner Paul Atkins, thereby gaining insights into significant regulatory matters such as enforcement cases and market structures.

2020 saw Gallagher assume the position of Chief Legal Officer at Robinhood, an appointment that brought him back into the limelight, especially given Robinhood’s rapid growth in both conventional financial markets and cryptocurrency sectors.

During his time at Robinhood, there have been several instances of heated debate and criticism. For instance, in the initial months of 2021, Robinhood encountered significant backlash from the public due to a situation surrounding the GameStop short squeeze, where the platform temporarily stopped trading certain stocks.

As a result of this action, accusations of unfair trading practices and demands for official inquiries arose. While Gallagher wasn’t personally involved in the decision-making process, his position as the company’s legal head meant he had to handle the potential legal and public image repercussions.

What to expect from a Gallagher led SEC?

Dan Gallagher’s open declarations and posts on Twitter provide valuable insights into his perspectives regarding how regulation, innovation, and government supervision intersect within the cryptocurrency market as well as broader financial sectors.

Gallagher frequently expresses his concern that the Securities and Exchange Commission (SEC) hasn’t created a definite and practical regulatory structure for digital assets. He often argues that the SEC tends to rely more on taking enforcement actions instead of establishing clear guidelines.

Regarding a May 2024 tweet concerning the FIT21 Act, Gallagher voiced his criticism towards the SEC, commenting, “It’s evident that the SEC won’t create a functional regulatory system for cryptocurrencies. I’m glad to see Congress taking action to address this gap.

Let’s encourage @HouseGOP and @HouseDemocrats to cast their votes in support of FIT21. By passing this bill, we can provide long-awaited regulatory certainty for the American crypto sector, paving the way for official registration of tokens and platforms under a sensible legal structure. (1/4)— Vlad Tenev (@vladtenev) May 22, 2024

The FIT21 Act, which managed to pass through the House despite being met with resistance by President Biden and the current SEC Chair, Gensler, is intended to clearly define the roles of the Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC). This definition aims to provide regulatory clarity and safeguard consumer interests.

Gallagher’s endorsement of the bill implies that, under his administration, the Securities and Exchange Commission (SEC) might be more inclined to work together with Congress in creating all-encompassing regulations for digital assets. These regulations wouldn’t solely depend on enforcement but would instead offer businesses a well-defined route to conformity.

One of the most critical aspects of this potential shift could be how crypto firms are regulated. Gallagher has advocated for the idea that the existing regulatory framework, designed for traditional financial institutions, doesn’t suit the decentralized and fast-evolving nature of crypto assets.

This implies that if Gallagher becomes the head of the SEC, he might advocate for more distinct boundaries between digital assets classified as securities and those controlled by the CFTC, such as commodities. The present vagueness has resulted in companies experiencing legal uncertainties, and it’s likely that his strategy would work towards resolving this ambiguity.

Gallagher’s tweets provide a glimpse into his comprehensive regulatory perspective. In December 2023, he voiced concerns over the SEC’s proposed “predictive data analytics,” describing it as excessively broad and burdensome. He cautioned that such regulations could result in increased costs and diminished technology and access for investors.

The SEC’s new “predictive data analytics” proposal is so unreasonably broad and burdensome that it’ll mean higher costs and less technology and access for investors. I joined @SquawkCNBC this morning to share @robinhoodapp’s perspective on this silly proposal.…

— Dan Gallagher (@DanGallagherDC) December 18, 2023

His viewpoint implies that, should he become the head of the SEC, he’d likely promote a less interventionist policy towards overseeing innovative technologies, particularly those enhancing market reach and productivity.

Yet, though his idea of fostering a more innovative regulatory climate might be appealing to industry stakeholders, it may encounter resistance from consumer advocates or those favoring tighter control over digital assets.

The game of odds

As the 2024 presidential election nears, the possibility of Donald Trump reclaiming the White House is growing stronger.

As an analyst, I’ve been closely monitoring the data from Polymarket, a renowned prediction platform. Notably, Donald Trump’s chances of reclaiming the presidency have significantly increased to 52.8%. This is his most substantial lead against Democratic candidate Kamala Harris since she joined the race, indicating a potential shift in the political landscape.

Today, Trump has increased his lead to approximately 8.6%, marking one of his largest advantages since Kamala Harris joined the race.

— Polymarket (@Polymarket) October 7, 2024

In the election, a staggering $1.46 billion was wagered in total, with Donald Trump accounting for a significant portion – approximately $366 million – while Kamala Harris received slightly less at around $285 million.

Trump’s recent rise in popularity, notably following his October rally in Butler, Pennsylvania, has fueled discussions about potential implications of his potential re-election on diverse sectors, such as the cryptocurrency market.

At the rally, Trump didn’t explicitly commit to any specific actions concerning cryptocurrencies, yet he subtly suggested a possible reconsideration of the case involving Ross Ulbricht, the creator of the Silk Road platform.

Should Donald Trump regain the presidency, it’s expected that there could be changes in the leadership at the SEC. A potential replacement for current chair, Gary Gensler, might be Dan Gallagher.

Appointing Gallagher might pave the way for more transparent regulations regarding cryptocurrency and create a more hospitable business climate for digital asset firms to flourish.

Of course, just like in political arenas and financial markets, things can change rapidly. The upcoming election is still uncertain, and who occupies the White House by 2025 significantly influences the SEC’s trajectory, and consequently, the future direction of crypto regulations.

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2024-10-09 14:43