根據2026年2月5日發布的最新消息，由Winklevoss兄弟創立的美國加密貨幣交易所 Gemini正式對外宣布一項影響深遠的策略調整，決定大幅收縮國際戰線，將公司資源與發展重心全面集中於美國市場。此舉不僅象徵Gemini對全球加密產業環境變化的回應，也反映出美國老牌交易所在監管與成本壓力下的現實選擇。

在組織層面，Gemini宣布將裁撤約全球25%的員工，人數約為200個職位，受影響地區包含美國本土與新加坡等海外據點。這波裁員並非單一地區調整，而是配合整體戰略轉向而進行的結構性縮編，目的在於降低長期固定成本，讓公司營運更加精簡。

與此同時，Gemini也確認將 全面退出英國、歐盟（歐洲經濟區）以及澳洲市場，等同於結束其在上述地區的零售與交易服務。對當地用戶而言，平台已訂出明確的時程安排，自2026年3月5日起，帳戶將被限制為「僅限提款」模式，停止所有交易與新操作；至2026年4月6日，相關帳戶將全面關閉，用戶需在此前完成資產轉移或提領。

在業務方向上，Gemini表示未來將把資源高度集中於美國本土市場，並持續發展其具有差異化定位的產品線，包括預測型市場服務Gemini Predictions，以及多項與人工智慧（AI）技術整合 的應用與基礎建設。管理層認為，這些領域更符合公司長期競爭力，也較容易在美國監管框架內取得成長空間。

至於此次大幅收縮海外業務的原因，Gemini創辦團隊坦言，近年來海外市場的拓展成本與複雜度遠高於預期。不同司法管轄區的法規差異，使合規、人力與技術投入急速上升，卻難以在短期內轉化為穩定獲利，反而拖累整體營運效率。在這樣的情況下，簡化組織結構、集中資源於核心市場，被視為提升公司財務體質的必要選擇。

監管因素同樣是關鍵推手之一。隨著歐盟即將全面實施MiCA（加密資產市場法規），加密平台在歐洲營運所需承擔的合規成本與法律責任顯著提高。Gemini評估後認為，持續推進歐洲執照申請並不符合現階段的風險報酬比，因此選擇主動退出該地區，而非被動承受後續監管壓力。

此外，Gemini創辦人也特別提到，近年導入的AI技術已明顯提升工程與營運效率，使公司能在 更小規模的人力配置下維持甚至提升產出。這項技術進展，也成為裁員與重組決策的重要背景之一。

根據《CoinDesk》的報導，Gemini已主動通知受影響地區的用戶，提醒儘早完成資產提領或轉移，以避免帳戶關閉後產生不便。同時，Gemini也與投資與交易平台 eToro 合作，為部分用戶提供資產轉移的替代方案，試圖降低此次退出對用戶造成的衝擊。

整體而言，Gemini的這次策略轉向，凸顯出在全球加密市場進入「高監管、低成長」新階段後，即便是美國背景深厚、合規形象較佳的交易所，也不得不重新取捨市場佈局。這不僅是Gemini自身的轉折點，也被視為整個加密產業從擴張期走向收斂期的重要縮影。

According to an announcement released on February 5, 2026, Gemini, the cryptocurrency exchange founded by the Winklevoss twins, has unveiled a major strategic shift that will significantly reshape its global operations. The company has decided to scale back its international presence and concentrate its resources almost entirely on the U.S. market, a move that reflects both changing industry conditions and growing regulatory and cost pressures worldwide.

As part of this restructuring, Gemini confirmed that it will lay off approximately 25% of its global workforce, affecting around 200 positions. The layoffs will impact employees in both the United States and overseas locations, including Singapore. The company emphasized that this is not a region-specific downsizing, but rather a structural adjustment aligned with its long-term strategy to streamline operations and reduce fixed costs.

At the same time, Gemini announced its complete withdrawal from the United Kingdom, the European Union (European Economic Area), and Australia. This decision effectively ends Gemini’s retail and trading services in those regions. A clear timeline has been provided to affected users: beginning March 5, 2026, accounts in those jurisdictions will be restricted to “withdrawal-only” mode, with all trading and new activity disabled. On April 6, 2026, those accounts will be fully closed, requiring users to transfer or withdraw their assets before that date.

Looking ahead, Gemini stated that its future development will be firmly centered on the U.S. market, with continued investment in differentiated products such as Gemini Predictions, a forecasting-based market service, as well as a range of applications and infrastructure powered by artificial intelligence. Company executives believe these areas better align with Gemini’s core strengths and offer more sustainable growth opportunities within the U.S. regulatory framework.

Regarding the rationale behind the withdrawal from overseas markets, Gemini’s leadership acknowledged that international expansion has proven far more costly and complex than originally anticipated. Divergent regulatory regimes across jurisdictions have significantly increased compliance, staffing, and technical expenses, while failing to generate stable profitability in the short term. Under these conditions, simplifying the organizational structure and focusing on core markets was deemed necessary to improve the company’s financial resilience.

Regulatory pressure played a decisive role in the decision as well. With the European Union preparing to fully implement the Markets in Crypto-Assets Regulation (MiCA), the compliance burden and legal obligations for crypto platforms operating in Europe are set to rise sharply. After evaluating the costs and risks involved, Gemini concluded that continuing its licensing efforts in the region no longer made strategic sense and opted for a voluntary exit rather than absorbing the growing regulatory load.

The company’s founders also highlighted the role of AI adoption in enabling this restructuring. Recent advances in AI have significantly improved engineering and operational efficiency, allowing Gemini to maintain—or even enhance—output with a leaner workforce. These gains were cited as an important factor supporting the decision to reduce headcount.

According to reporting by CoinDesk, Gemini has already notified users in affected regions and urged them to complete asset withdrawals or transfers as early as possible to avoid disruption. To mitigate the impact of its market exit, Gemini has also partnered with eToro to provide alternative asset transfer solutions for certain users.

Overall, Gemini’s strategic retrenchment underscores a broader shift in the global cryptocurrency industry. As the sector moves into an era characterized by stricter regulation and slower growth, even well-established, compliance-focused U.S. exchanges are being forced to reassess their global ambitions. Gemini’s decision is widely viewed not only as a turning point for the company itself, but also as a symbol of the industry’s transition from rapid expansion to consolidation and caution.