SEC Drop Crypto As US Jobless Claims Rise: Will 2026 Favor Bulls?

2 Crypto Market News Behind Crash: SEC Drop Crypto, and Jobless Claim

Two major crypto market news hit the United States economy within hours, sending shockwaves across traders who are already watching a sharp crash.

First, from the long-delayed US jobless claims data, and then from a regulatory SEC cryptocurrency update. The SEC drop crypto from its 2026 plans, an unexpected move that has raised discussions about future regulations and the overall 2026 Prediction.

US Jobless Claims Rise to 232,000: What Does It Mean?

As per official data from Coin bureau latest X post, jobless claim data jumped to 232,000 for the week ending October 18, 2025, higher than economists’ expectations of 219,000.

This report was delayed because of the federal government shutdown on October 1 temporarily laid off over 800,000 employees, slowing down all major operations.

Here is the complete breakdown:

• Initial claims: 232,000

• Previous week: 220,000

• Expectation: 219,000

• Continuing claims: 1.957 million

Economists say a weak job market often reduces investor confidence, which affects risk coins ultimately pushing crypto market crash even harder.  

SEC Drop Crypto From 2026 Priorities: Policy Reset Under Trump

The second big SEC crypto news today came when they released its 2026 examination plan. Shockingly, digital assets are not included at all.
As per Crypto Rover X post, this is different from previous years where the exchange commission listed digital assets as “high-risk.”

The updated focus areas instead include:

• Cybersecurity

• Fiduciary duties

• Artificial Intelligence

• Anti–money laundering systems

This latest SEC 2026 plan aligns with President Donald Trump’s crypto-friendly policies, especially after his Strategic Bitcoin Reserve announcement in January 2025.

The market is trying to understand the message behind the SEC’s silence:

1. Bullish View

• Cryptocurrency is no longer considered a “special risk” area

• Institutions may feel more confident entering in new assets
  

2. Bearish View

• The ongoing crash may have reduced urgency

• Regulators might be stepping away because the investors are struggling

Market Mood: Extreme Fear, Billion-Dollar Liquidations, and Rapid Sell-Offs

The industry conditions are extremely negative:

• Global market cap: $3.13 trillion (down 4%)

• Fear & Greed Index: 11 at Extreme Fear

• Total liquidations (24h): $1.03 billion

• Traders liquidated: 189,977

• Largest liquidation: Hyperliquid BTC-USD order worth $96.51M

• Bitcoin: crashed to $90,000

• Ethereum: trading at $3,062.40, showing a 4–6% drop

The combination of US jobless claim data + SEC Drop crypto from 2026 plan is intensifying the downtrend even more than before.

2026 Prediction: What Will Happen In The Coming Months?

Now that the regulatory body has stepped back, many analysts are discussing the future and building their own outlooks. Based on all available data, here are the three major factors shaping the upcoming year:

1. Macro Environment Will Lead The Industry

If jobless claims keep rising, uncertainty will stay high. But if the U.S. decides to ease monetary policy, digital assets could benefit.

2. Marketplace Needs Time to Recover

A $1B liquidation means weak hands are exiting. This usually helps the sentiment stabilize later. As per my analysis, watching regulatory shifts from a long time now, with assets removed from key securities and exchange commission priorities, long-term policy pressure may reduce. This can help institutions return once industry calms.

Overall, the security exchange commission drop cryptocurrency plan drop move is structurally bullish, but the short-term impact depends heavily on economic conditions.

Disclaimer: This article is for education only, and does not support any investment advice. DYOR before making any financial decision.