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EU Prepares Plan to Expand ESMA’s Direct Oversight of Stock and Crypto Markets

The Commission says central supervision would cut fragmentation to deepen the Capital Markets Union.

Overview

  • The European Commission is drafting a December proposal to give ESMA direct supervision of major cross-border entities, as reported by multiple outlets citing the Market Integration package.
  • Under the plan, ESMA would oversee leading trading venues, crypto platforms, clearing houses, and could issue binding decisions to resolve cross-border supervisory disputes.
  • Backers such as ECB President Christine Lagarde, former ECB chief Mario Draghi, and officials in France, Italy, and Austria argue the shift would boost competitiveness versus the U.S.
  • Pushback from Luxembourg, Ireland, and Malta, along with industry groups, warns of higher compliance costs, reduced national autonomy, and limited benefits for firms already working with local regulators.
  • Drivers include MiCA’s passporting regime and ESMA’s July peer review finding Malta only partially met expectations, while timelines remain uncertain with a staged rollout projected by some reports as early as late 2026 if member states agree.