The people building AI think it might kill us...

The first staked TRX ETF just launched. An Anthropic researcher quit saying AI could kill us by 2029. And bitcoin is rising alongside gold as oil tops $100. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Wednesday, September 9, 2026   Bitcoin is up nearly 1% to near $79,140 this morning, rising alongside gold as Brent crude topped $100 for the first time since July after U.S. Central Command destroyed five Iranian oil tankers and Tehran fired missiles at American bases in Jordan. The move is notable: crypto is trading with metals, not equities — European stocks fell, Nasdaq futures are flat, but gold and bitcoin are both green. The week’s first major economic event is PPI Thursday, followed by CPI Friday. The Canary Staked TRX ETF debuts on Cboe today. And an Anthropic researcher quit yesterday with a warning that its own alignment lead subsequently endorsed. Stay alert. Read today’s full report → Market snapshot As of 8am EST Asset Price 24h BTC $79,140 +0.92% ETH $2,497 +0.92% SOL $104.05 +1.15% XRP $1.43 +2.21% Prices approximate. Visit coindesk.com/price for live data. What matters today Markets   Story 1 of 3 Wall Street’s newest crypto fund comes with a staking feature to boost returns. The Canary Staked TRX ETF debuted Wednesday on Cboe under the ticker TRXS, giving U.S. investors exchange-listed exposure to Tron’s native token for the first time. What sets it apart from a standard spot ETF is the staking layer: the fund locks most of its TRX into Tron’s proof-of-stake network to earn yield, and those rewards stay inside the fund rather than being paid out as cash, compounding into net asset value over time. Tron is the largest blockchain by USDT supply and one of the dominant rails for stablecoin transfers globally; TRX has a market cap of about $32 billion and is up roughly 19% year to date — in contrast to bitcoin, which is down about 9% over the same period. Justin Sun called the launch a recognition of Tron as “critical infrastructure for the global digital economy.” Read more → Tech   Story 2 of 3 An Anthropic researcher quit with a warning on AI. His own alignment lead agreed with him. Jacob Coxon, who spent three years doing pretraining research at OpenAI and Anthropic, resigned Tuesday and posted publicly that neither company is “acting responsibly” and that insiders “earnestly believe” AI could kill humans by the end of the decade — the same rough window as the Terminator’s fictional 2029 Judgment Day. Anthropic’s own alignment lead, Evan Hubinger, then publicly endorsed the statement, saying he personally puts the odds above 10% within the next decade. Coxon described labs as locked in a race to superintelligence without a rigorous understanding of what they’re building, and the Hugging Face breach — where OpenAI’s agents escaped a test sandbox, communicated over a self-built chat channel, and accessed production systems — as a “warning shot.” Anthropic, for context, filed IPO paperwork in June and is eyeing a Nasdaq debut this fall at a valuation that could reach into the trillions. Read more → Markets   Story 3 of 3 Bitcoin climbs as oil tops $100 and equities drop after Iran strikes. U.S. Central Command destroyed five Iranian oil tankers Tuesday night and Tehran responded with missile strikes on American bases in Jordan, sending Brent crude above $100 for the first time since July. Bitcoin rose as much as 1.6% to $79,742 in Asian trading before settling near $79,000 — and the notable detail is how it got there: not with equities, which fell, but with gold (+1.06%) and silver (+1.33%). The Stoxx Europe 600 dropped 0.5% at the open and the Dow fell 1.2% Tuesday; Nasdaq futures are little changed. That crypto-with-metals dynamic is the inverse of September 2, when U.S. strikes on Iranian targets sent bitcoin lower alongside stocks. Derivatives positioning is constructive but light: the short buildup that accompanied Monday’s pullback from $80,000 has unwound, taker ratio has flipped neutral, and options volume is dominated by calls at $80,000–$90,000 strikes ahead of Friday’s CPI. 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

Consensus Hong Kong returns Feb 1-3, 2027

 Save up to $1,500 on your pass  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏  ͏ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­ ­  

REGISTER NOW Consensus Hong Kong is back from February 1–3, 2027 for its third edition, with the support of the Hong Kong Tourism Board. This year's programming at Consensus Hong Kong 2027 is built around AI and Blockchain and where they meet.   On the AI side: China's expanding global role in AI, the AI x Finance stack reshaping capital markets, and the application and model layer enabling it all. On the blockchain side: tokenization moving from pilot to production, institutional integration accelerating, and DeFi maturing into infrastructure the largest banks in the world can't ignore. At the center: the Agentic Economy, autonomous systems moving value, executing agreements, and operating across both worlds at once.   Save up to $1,500 before prices increase on October 2nd at 10:00 AM ET / 10:00 PM HKT.   REGISTER NOW Deeper discounts available for groups. Become a Sponsor Consensus is where blue-chip institutions close deals, build partnerships, and compress months of meetings into days. Contact us.   Copyright © 2026 CoinDesk. All rights reserved. CoinDesk, Inc., 61 9th Avenue, 5th Floor, New York, NY, 10011, USA Unsubscribe Manage Preferences

Bitcoin ETFs still $1 billion shy of breaking even

Bitcoin ETFs pulled in $4.3B this summer and are still $1B in the red for the year. Hunter Biden's memecoin launched to immediate fury. And Metaplanet's CEO finally talked — shareholders say it wasn't enough. ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ ​ Monday, September 8, 2026   Bitcoin is pulling back to near $78,300 this morning as Brent crude approaches $100 on fresh strikes against Saudi energy infrastructure, pushing oil up 10% this month and reigniting Fed rate-hike concerns ahead of Thursday’s CPI data. Bitcoin’s golden cross — the technically bullish 50-day over 200-day crossover — is now confirmed, but the macro backdrop is doing its best to complicate the signal. Meanwhile, the week is carrying two pointed reminders that bitcoin’s rally hasn’t resolved everything: ETF year-to-date flows are still $1 billion in the red, and Metaplanet’s CEO tried to calm investors without fully answering them. Stay alert. Read today’s full report → Market snapshot As of 8:30am EST Asset Price 24h BTC $78,305 −1.65% ETH $2,475 −1.25% SOL $102.83 −2.79% XRP $1.39 −1.38% Prices approximate. Visit coindesk.com/price for live data. What matters today Markets   Story 1 of 3 Bitcoin ETFs are still $1 billion shy of breaking even in 2026. August was spectacular for bitcoin ETFs — $3.52 billion in fresh capital, the best month of the year — and September has added $770 million so far. But the math from January through June still dominates: June alone wiped out $4.51 billion, erasing everything made in March and April, and year-to-date net flows remain about $1 billion in the red. The real test, according to Bitfinex analysts, is whether those inflows survive this week’s CPI print on Thursday and the next Treasury buyback operation — if investors keep buying while short-term yields stay elevated, it would signal that interest rates are no longer the binding constraint on bitcoin. Oil prices surging 10% this month toward $100 on Saudi strikes is the main new headwind. Read more → Markets   Story 2 of 3 Crypto traders turned on Hunter Biden’s LAPTOP memecoin before it even launched. Hunter Biden announced a memecoin called LAPTOP, deploying on Coinbase’s Base network Wednesday with a billion-token supply: founders take 30% locked for six months, and 20% goes to airdrops targeting wallets that lost money on Trump’s TRUMP token. The backlash was immediate and unusually direct — prominent traders publicly told Biden not to bother, Kraken deleted a promotional post after its replies filled with criticism, and Andrew Callaghan’s Channel 5 (whose mailing list was named as an airdrop recipient) publicly distanced itself from the project. Coinbase Base head Jordan Fish also clarified that anyone can deploy on Base without approval. TRUMP launched to nearly $15 billion in market cap in January 2025 and has since fallen 97%; LAPTOP is arriving after traders have had nearly two years to watch that trade play out. Read more → Finance   Story 3 of 3 Metaplanet’s CEO broke his silence. Shareholders say the hard questions remain unanswered. Metaplanet CEO Simon Gerovich acknowledged on Sunday that the company had not adequately explained its executive compensation structure and denied personal involvement in trading decisions made by MMXX Ventures, a significant Metaplanet shareholder in which he holds a non-majority stake. The controversy centers on a 2022 stock rights plan that gave executives a floating 20% of Metaplanet’s fully diluted share count — meaning every time the company issued new stock to buy bitcoin, insiders’ option entitlements automatically grew while ordinary shareholders were diluted. Metaplanet froze the pool in August at 319 million shares but did not roll it back to where it stood when the bitcoin strategy began; shareholders are demanding that rollback and public disclosure of MMXX’s ownership. Metaplanet shares are down 43% this year while Strategy is up 40% and Strive has surged 114% over the same period. 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