CRYPTO/OR/NOT

In build

Crypto exposure intelligence for fiat rails

Crypto flow is on your rails. Your monitoring cannot see it.

Crypto or Not classifies the counterparties in your wires, ACH, and card flows as crypto businesses: what they are, how risky they are, and the evidence behind every attribution. Built for BSA and AML teams, delivered into the systems you already run.

Counterparty classification

Illustrative sample

  • MERIDIAN DIGITAL MARKETS LLC

    CRYPTO · 97
    WireOTC trading desk4 evidence sources
  • NORTHSTAR KIOSK SERVICES INC

    CRYPTO · 92
    ACHCVC kiosk operator3 evidence sources
  • BLUEPEAK PAYMENT SOLUTIONS

    CRYPTO · 88
    WireProcessor settling for an exchange5 evidence sources
  • HARBORVIEW LOGISTICS INC

    NOT CRYPTO · 99
    ACHFreight and warehousing2 evidence sources

The gap

Today this question is answered with keyword lists, one card code, and customer self-declaration

$8.82T

Stablecoin transfer volume in the first half of 2026, more than all of 2024 combined. Every mint, redeem, and ramp settles over bank rails. Source

$150

The average threshold at which traditional financial institutions now alert on crypto exposure. Banks are already doing this work, with tools that were not built for it. Source

25 to 35

Sponsor banks under consent orders in 2024 and 2025. A 2026 OCC order faults a sponsor bank for not understanding the transactions flowing through its payment processing line. Source

Why now

Regulators opened the gates and kept the obligations

  1. March 2024

    Mastercard shuts down CipherTrace Armada, the only product ever built to identify crypto counterparties in bank fiat data. The position is never refilled. Source

  2. March to May 2025

    OCC Interpretive Letters 1183 and 1184, FDIC FIL-7-2025, and Federal Reserve rescissions permit bank crypto activities without pre-approval. BSA expectations stay fully in force. Source

  3. July 2025

    The GENIUS Act is signed. Payment stablecoin issuers become Bank Secrecy Act financial institutions with full AML program obligations. Source

  4. August 2025

    The Fair Banking executive order prohibits debanking lawful businesses. Exiting crypto customers stops being a compliance strategy; identifying and risk-rating them is what remains. Source

  5. January 2026

    Basel SCO60 capital treatment and DIS55 disclosure templates take effect. Banks under the standard must quantify and publish their crypto exposure. Source

  6. February 2026

    New OCC community bank BSA/AML examination procedures take effect. Risk assessments must reflect the customers a bank actually has. Source

  7. April 2026

    FinCEN and OFAC propose AML rules for stablecoin issuers that treat advanced monitoring technology as a mitigating factor in enforcement. Source

The product

Three layers on one classification dataset

01Start here

Exposure Assessment

Months of wire, ACH, and card settlement data in. A board-ready, examiner-ready digital asset exposure assessment out. Built for the exam request, sized for the thousands of institutions that will never buy a blockchain analytics seat.

02Continuous

Monitoring feed and API

Ongoing counterparty classification delivered into the monitoring stack you already run: Verafin, NICE Actimize, Unit21, Abrigo, Feedzai. We feed your system. We do not replace it.

03MCP

Agent tools

The classifier exposed as a callable tool over the Model Context Protocol, built for AI-native AML platforms whose agents need a crypto-or-not answer on every alert they triage.

How it works

A registry of crypto businesses, mapped to what they look like on fiat rails

Step 1

The registry

Exchanges, kiosk operators, OTC desks, payment processors, and stablecoin issuers, each mapped to their fiat observables: legal names, DBAs, processor aliases, ACH company identifiers, and descriptor patterns. Not wallet addresses. The things that actually appear in your transaction data.

Step 2

The matching

Entity resolution tuned for payment text rather than web text: normalization, alias expansion, descriptor parsing, and calibrated confidence on every match. Batch over history or streaming over live flow.

Step 3

The evidence

Every attribution carries provenance: the source, the date it was observed, the confidence, and its review status. Built to survive an examination, because attribution a bank cannot defend is worse than none.

Market history

This category had exactly one product. It is gone.

CipherTrace Armada mapped crypto businesses to names and account numbers so banks could find crypto flow in their own data. Mastercard shut it down in March 2024 after the underlying data was described in court as unverifiable and unauditable. The problem did not go away; the volume crossing bank rails has grown several times over since. What the episode set is the bar: attribution a bank can defend, with evidence, source by source. That bar is the foundation Crypto or Not is built on.

Who it is for

Built for the teams holding the exposure

Sponsor and BaaS banks

Consent orders now cite banks for not understanding the businesses behind their payment flows. Continuous counterparty classification is the control examiners are describing.

Banks entering digital assets

Custody, trading, and stablecoin programs all start with the same supervisory question: what crypto exposure is already moving over your rails?

Stablecoin issuers

The GENIUS Act made issuers BSA financial institutions. Mint and redeem legs are fiat wires, and they need bank-grade monitoring from day one.

Community bank BSA teams

A defensible exposure assessment, without a six-figure analytics contract or a consulting engagement, whenever the exam letter asks.

Status

Where this stands

Crypto or Not is in active build by a team with large-bank transaction monitoring experience. The Exposure Assessment is the first deliverable, followed by the monitoring feed and the agent tools.

This site is a concept preview. No customers are named because there are none yet, and no metrics are invented. The market facts above link to their sources. Contact details arrive with the public launch; if you have found this page early and run BSA or AML at an institution that touches crypto flow, we are building this for you.