Ian Katz

Ian Katz, managing partner at Capital Alpha Partners, dives into the recent OCC approval of five crypto-related charters, detailing the implications for the banking industry. He argues that crypto stands as the key regulatory battleground, with banks poised to challenge these approvals. Katz also discusses the potential for increased M&A activity in 2026 and highlights legislative uncertainties around crypto market-structure bills. With predictions for the Fed's leadership and a nuanced look at housing policy, Katz offers a comprehensive view of the future banking landscape.