South Korea’s Financial Services Commission is updating guidelines to lift a nine‑year ban and permit listed companies and professional investors to invest up to 5% of their equity capital in crypto assets. Investments would be restricted to the top 20 cryptocurrencies by market cap and limited to Korea’s five largest regulated exchanges; inclusion of dollar‑pegged stablecoins (e.g., USDT) remains under discussion. Final guidance is expected in January or February. The change could channel tens of trillions of won into crypto markets, accelerate national stablecoin plans and spot‑Bitcoin ETF momentum, and expand local crypto firms and corporate digital‑asset treasuries. Separately, the government’s 2026 economic strategy proposes routing 25% of national treasury activity via a CBDC by 2030 and a licensed stablecoin issuer regime with 100% reserves and guaranteed redemption rights.

The FSC is overturning a nine‑year ban and would allow listed firms and professional investors to allocate up to 5% of equity to crypto, limited to top‑20 tokens and five regulated domestic exchanges; final rules are expected in Jan/Feb. The summary states this could channel tens of trillions of won into markets, accelerate national stablecoin and spot‑BTC ETF developments, and expand corporate treasuries — all facts pointing to a net positive market effect.