Join Ryan Sheridan and Kathryn Fallah as they discuss the results of Global Relay's 2026 Data Insights report, including recordkeeping expectations around crypto as the digital asset landscape evolves.
Join Ryan Sheridan, Senior Manager of Regulatory Intelligence at Global Relay, and Kathryn Fallah, Content Writer, as they examine what key findings from Global Relay’s Data Insights: Communications Capture Trends in 2025/2026 report could mean for future crypto recordkeeping expectations, as well as how firms can adapt compliance frameworks to keep pace.
1. The SEC’s Spring 2025 Unified Agenda of Regulatory and Deregulatory Actions suggests that the regulator is considering amending broker-dealer financial responsibility rules, as well as Rules 17a-3 and 17a-4, to include cryptoassets. How will companies dealing in crypto need to adapt recordkeeping policies?
2. More firms are looking to conduct business in crypto, although they must ensure they’re aware of expanding crypto capture and monitoring requirements. Is there an imminent regulatory risk for firms, and what can firms do to keep pace with compliance?
3. When it comes to digital asset technologies, some of the main factors compliance teams must consider are lacking compliance frameworks and skillset gaps in dealing with cryptocurrencies. How can firms prepare for new regulation? What can they be doing now to prepare for future regulatory burdens?
4. Crypto occurs across various platforms, from instant messaging channels to gaming platforms. With recordkeeping expectations potentially expanding, firms should ensure they’re capturing channels preferred by crypto audiences. Could we see the findings of our Data Insights Report change in coming years if changes are passed? Are we likely to see more crypto firms capturing channels?
What is the Communications Capture Trends Report?
Global Relay’s Data Insights: Communications Capture Trends for 2025/2026 report looks at a cross-section of 12,000 firms using Global Relay Connectors to analyze the most commonly captured channels across global financial populations, including banks, broker-dealers, and investment advisers. These insights reveal what communications channels are being prioritized and deprioritized in 2025, and suggest recordkeeping and surveillance trends moving into 2026.
Firms should look to implement scalable and future-forward monitoring tools to maintain oversight of all evolving communications channels as digital assets become more integrated into traditional financial environments.
