Last Week to Register

September 22 - Washington, D.C. ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

This is the last week to register for CoinDesk: Policy & Regulation. This is a pivotal moment for crypto policy. For those shaping crypto's regulatory future, this will be the most important room to be in next week 2026 Speaker Faculty: Ryan VanGrack, Vice Chairman and Head of Corporate Affairs, Coinbase Senator Kirsten Gillibrand, U.S. Senator (NY), United States Senate Lee Brenner, Head of Public Policy, Digital Assets, and U.S. AI Policy Lead, Goldman Sachs Katrina Paglia, Chief Legal Counsel, Pantera Capital Aaron Iovine, Head of Digital Assets and Wholesale Payments Policy, JPMorgan Chase Amy Kim, Head of Global Policy and Government Relations, Crypto, PayPal Ari Redbord, Global Head of Policy, TRM Labs Ben Sherwin, General Counsel, Chainlink Labs Rostin Behnam, Global Head of Public Policy and Corporate Affairs, Bloomberg Patrick Witt, Executive Director, President’s Council of Advisors for Digital Assets, The White House Helen Gugel, Partner, Co-Chair of the Digital Assets and Blockchain Practice, Ropes & Gray Kaitlin Asrow, Acting Superintendent, New York State Department of Financial Services Noah Perlman, Chief Compliance Officer, Binance Margo Tank, Partner, Global Co-Chair, Financial Services Sector, U.S. Co-Chair, Blockchain and Digital Assets, DLA Piper Gregory Xethalis, General Counsel, Multicoin Capital Senator Cynthia Lummis, U.S. Senator (WY), United States Senate Chris Brummer, CEO, Fintech Foundation Danielle Labarbera, Vice President of Sales, North America, Sumsub Tiffany J. Smith, Partner, WilmerHale Matthew Homer, General Partner, The Venture Dept. Jasmine Burgess, Chief Risk Officer, Blockstream Capital Partners Jeff Denham, Senior Policy Director, Dentons Mary Elizabeth Taylor, Chief Policy Officer, Chainalysis Congressman French Hill, Chair of the House Financial Services Committee, U.S. Representative (AR-02), U.S. House of Representatives Lesley Chavkin, Global Head of Policy, Ribbit Capital Eric Vincent, President, Partner and General Counsel, 50T Funds Caroline Hill, Senior Director for Global Policy and Regulatory Strategy, Circle Jacob Sciandra, Principal, PwC Ryan McKenney, Director of Government Relations, Quantinuum Purvi Maniar, Chief Legal Officer and President (LDNTB), Laser Digital Gabe Rosenberg, Partner, Davis Polk & Wardwell LLP Molly Woodman, Senior Policy Advisor, Digital Sovereignty Alliance Neal Kumar, Chief Legal Officer, Polymarket Kimberly Johns, Global Head of Digital Assets Legal, Managing Director and Senior Counsel, Goldman Sachs Alex Sternhell, Principal and Founder, Sternhell Group Randi Abernethy, Head of Clearing and Group Risk, Bullish Congressman Ritchie Torres, U.S. Representative (NY-15), U.S. House of Representatives Carolyn Welshhans, Partner, Morgan Lewis Brian Whitehurst, Chief of Staff and Global Head of Regulatory Affairs, Liberty City Ventures Yesha Yadav, Professor of Law and Associate Dean, Vanderbilt Law School Joe Crowley, Senior Policy Director, Dentons Priya Bindra, Head of Digital Asset Legal, Morgan Stanley Matthew Friedwald, Chief Compliance Officer, ParaFi Capital LP Kari Larsen, Partner, Willkie Farr & Gallagher Kevin Wysocki, Head of Policy, Anchorage Digital Jason Somensatto, Director of Policy, Coin Center Colton Dillion, Founder, Quip Network Congressman Tom Emmer, Majority Whip, U.S. Representative (MN-06), U.S. House of Representatives Taylor Lindman, Chief Counsel of the Crypto Task Force, U.S. Securities and Exchange Commission Alexander Zozos, General Counsel, Superstate Matthew Hoffmann, Principal, BGR Chris Grieco, Chief Legal Officer, Rain John Hurston, General Counsel, TRON Sean McElroy, Partner, Fenwick Gregory Johnson, CEO, Rubicon Digital Assets Peter Curley, Head of Global Regulatory Affairs, Ondo Finance Register Now Thank you to our sponsors: Interested in sponsoring CoinDesk: Policy & Regulation? Contact Us CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY 10011, USA Unsubscribe Manage preferences

What does slower AI development mean for crypto?

Trump agreed to ethics rules. The Clarity Act vote is tomorrow. Bitcoin is rising while AI stocks are tanking. And Brent crude just hit $107. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ SPONSORED BY Monday, September 14, 2026   Bitcoin is up more than 1% to near $77,773 this morning while AI-related stocks are selling off sharply — the clearest market split of the year. Anthropic CEO Dario Amodei called for the industry to slow AI development over the weekend, Altman and Musk agreed, and the selloff has taken CoreWeave and Nebius down 5–6% in pre-market. Brent crude hit $107 a barrel. Gold is lower. Crypto is higher. Separately, Trump agreed to about 80% of the Democratic ethics package required to advance the Clarity Act — the Senate cloture vote is tomorrow. Clarity Act odds on Polymarket climbed from 12% to 30% in two weeks. This week also brings the Fed rate decision Wednesday. Stay alert. Read today’s full report → Market snapshot As of 8am EST Asset Price 24h BTC $77,773 +1.29% ETH $2,510 +1.24% SOL $101.45 +1.72% XRP $1.40 +4.11% Prices approximate. Visit coindesk.com/price for live data. A message from RealFi Most stablecoins leave capital sitting still. RealFi is different. It connects on-chain capital to real-world markets like US Treasuries, money market funds, and private credit. Real transparency. Real impact. RealFi. RealFi is launching August 2026. Join the Testnet now at realfi.co Find out more CoinDesk Disclosure: The information contained in this newsletter, and any information linked through the items contained herein, is not intended to provide sufficient information to form the basis for an investment decision. You should seek additional information regarding the merits and risks of investing in any cryptocurrency or digital assets. L1.co Disclosure: This material is for informational purposes only, and the content contained herein should not be considered investment advice or a solicitation, offer, or recommendation to sell or buy any asset, strategy, or product. Investing in digital assets involves a high degree of risk, including the loss of principal. What matters today Markets   Story 1 of 3 Crypto outperforms as the call to slow AI development hammers tech stocks. Anthropic CEO Dario Amodei called for the AI industry to slow down over the weekend to let safety catch up, and both Sam Altman and Elon Musk agreed. The reaction in equities was immediate: Nebius and CoreWeave fell 6% and 5% in pre-market; SK Hynix dropped 6% in Seoul; the QQQ fell 1.5%. Bitcoin and ether each gained more than 1%, breaking from tech in the sharpest crypto-vs-AI divergence of the year. Brent crude climbed above $107 — adding to macro pressure on risk assets — while 10-year Treasury yields held just below 5% and gold fell almost 1%. Clarity Act odds on Polymarket rose from 12% to 30% over the past two weeks, with the Senate cloture vote on Tuesday acting as a further crypto-specific tailwind. Read more → Policy   Story 2 of 3 Trump agreed to stricter ethics rules. The Clarity Act vote is tomorrow. President Trump agreed to about 80% of the ethics concession package that holdout Democrats and Senator Thom Tillis had demanded before supporting the Digital Asset Market Clarity Act, according to AP. The revised agreement requires elected officials, their spouses and federal judges to divest or place in blind trusts any significant interest in a crypto-issuing entity — going beyond the original bill’s narrower restriction on federally elected officials issuing digital assets. State attorneys general also gain new powers to enforce the law and sue exchanges listing prohibited assets. The Senate cloture vote is Tuesday. White House crypto adviser Patrick Witt said Sunday: “After more than a year’s worth of negotiations, it’s time to pass this bipartisan bill.” Read more → Markets   Story 3 of 3 Bitcoin bucks the tech selloff as AI safety concerns weigh on stocks. Bitcoin gained about 1% to trade near $77,800 while technology stocks fell sharply in pre-market trading, with the QQQ down 1.5% and neocloud providers Nebius and CoreWeave losing 5–6%. Brent crude topped $107 — its highest level since 2022 — while WTI traded above $103. Gold fell almost 1% to around $4,300. The 30-year Treasury yield held at 5.355%, and 10-year yields sat just below 5%. The divergence is notable: bitcoin rising alongside oil, while AI infrastructure stocks and precious metals both fell, suggests the market is treating crypto as a distinct asset class rather than a proxy for either risk-on tech or inflation hedging. Longer-dated Treasury yields edging lower — despite oil surging — may reflect expectations that an AI slowdown reduces long-run inflation from data center energy demand. Read more → CoinDesk Disclosure: The information contained in this newsletter, and any information linked through the items contained herein, is not intended to provide sufficient information to form the basis for an investment decision. You should seek additional information regarding the merits and risks of investing in any cryptocurrency or digital assets. L1.co Disclosure: This material is for informational purposes only, and the content contained herein should not be considered investment advice or a solicitation, offer, or recommendation to sell or buy any asset, strategy, or product. Investing in digital assets involves a high degree of risk, including the loss of principal. Crypto Daybook Americas: A newsletter from CoinDesk Were you forwarded this newsletter? Sign up here.  Copyright © 2026 CoinDesk, All rights reserved.  CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY 10011, USA Unsubscribe Manage preferences