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AI Slowdown Risk: Can a Compute Bottleneck Disrupt the Economy?

The U.S. AI race is pulling policymakers and industry leaders in opposite directions: a growing chorus inside the sector is arguing for a slower pace at the frontier models, while the Trump administration is pushing to accelerate development in order to outcompete China. At the same time, major investment forecasts suggest the AI buildout is now tightly linked to broader economic expectations. The tension crystallized around proposals to “pace” advanced model progress for safety research, versus plans to press ahead with deployment and scale. President Donald Trump has also announced a “Super Intelligence Force,” led by former SEC chair Jay Clayton, underscoring that the administration sees speed as a strategic advantage. Key takeaways Leading U.S. AI executives including Anthropic’s Dario Amodei back “pacing the frontier,” arguing safety work should catch up to model capability growth. Several U.S. lawmakers have moved beyond pacing to call for bans or an immediate pause on advanc...
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CFTC Partners With SEC on Crypto Rules After CLARITY Vote Fails

The U.S. Commodity Futures Trading Commission is signaling that it will move ahead with a more structured regulatory approach to crypto exchanges even if Congress does not pass new legislation. CFTC Chair Michael Selig said the agency will act “with or without legislation,” pointing to proposals that would give certain crypto platforms a clearer pathway to operate under the CFTC’s national oversight. Speaking at the Fordham Law Blockchain Regulatory Symposium on Monday, Selig outlined a framework designed to reduce reliance on inconsistent state-by-state rules for some crypto trading products—while drawing a line between leveraged and margined offerings and “ordinary spot” exchanges. Key takeaways CFTC Chair Michael Selig said the agency plans to advance crypto rules using existing statutory authority, regardless of whether Congress passes new measures. Proposed rules would create a new CFTC category, a “crypto asset market” (CAM), allowing eligible exchanges to register as a desig...
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Advocacy Group Challenges Banks’ Lawsuit Against OCC on Charters

Crypto industry group the Crypto Council for Innovation (CCI) has thrown its support behind the Office of the Comptroller of the Currency’s (OCC) approval of national trust charters for multiple crypto-related firms—arguing that a lawsuit brought by the Independent Community Bankers of America (ICBA) is meant to slow innovation. In comments made on Monday, CCI CEO Ji Hun Kim said the ICBA action is “a clear attempt to resist national trust charters, payments innovation, and competition in financial services.” The legal challenge, filed Friday in the U.S. District Court for the District of Columbia, alleges the OCC approved charters for entities—including crypto firms—without adequate safeguards and compliance requirements normally expected of banks. Key takeaways CCI argues the ICBA lawsuit is intended to curb OCC-backed national trust charters and related payments innovation. The ICBA lawsuit contends the OCC approved bank-style charters without sufficient safeguards and bank comp...
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S&P Global Adds Risk Scores to Expanding Crypto Lending Vaults

S&P Global Ratings has introduced a new risk assessment framework aimed at digital asset lending vaults, as onchain yield products continue to draw more capital from retail and institutional-style participants. The framework is designed to help investors understand how and where lending vault structures can fail, without offering traditional credit ratings or commenting on expected returns. Announced in a press release Monday, the approach—described as a Vault Risk Assessment framework—breaks down risk into six categories: portfolio credit quality risk, liquidity mismatch risk, curator risk, blockchain risk, protocol risk, and vault security and governance risk. According to S&P Global Ratings, the evaluations focus on the potential for investor losses rather than the size or attractiveness of yields. Key takeaways S&P Global Ratings’ new framework evaluates digital asset lending vaults across six distinct risk areas tied to potential investor losses. The assessments ar...
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5% Treasury yields risk curbing Bitcoin’s top quarter since 2017

Bitcoin is entering a new phase after delivering its strongest third quarter since 2017, but analysts warn that the rally could face tougher headwinds as US government yields remain elevated. In a weekly market note, Delphi Digital pointed to a persistent “grind higher” in BTC that is running into meaningful resistance—while safer alternatives continue to look increasingly competitive. Delphi said Bitcoin gained 43% in Q3 and then posted a third consecutive weekly advance last week. However, the firm cautioned that the move is happening alongside real rate pressure, noting the Federal Reserve’s September hike and Treasury yields reaching multi-decade highs. The key tension, Delphi argued, is simple: when investors can earn above 5% in government bonds with little risk, risk assets—including Bitcoin—must work harder to justify the trade. Key takeaways Delphi Digital cites Bitcoin’s 43% Q3 gain and a third straight weekly advance, but says further upside is constrained by “real resista...
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China P2P Stablecoin Wallets Jump 43x Despite Crypto Curbs, Says Chainalysis

China’s restricted stance on cryptocurrency trading has not stopped stablecoin use from expanding, according to a new analysis by blockchain analytics firm Chainalysis. In its latest report, the company says the number of unique wallets sending peer-to-peer (P2P) stablecoin transactions in China surged dramatically from the first quarter of 2024 to the second quarter of 2026. Chainalysis estimates that during the 2026 reporting period—running from July 2025 to June 2026—China recorded $104.1 billion across 18.1 million transfers tied to stablecoins held in self-custody. The activity translated into rapid turnover: stablecoin holdings changed hands 33.2 times per year, more than three times the global average of 9.3. Key takeaways Chainalysis reports a 43-fold increase in unique wallets sending China-based P2P stablecoin transactions from Q1 2024 to Q2 2026. China posted $104.1 billion across 18.1 million transfers in the July 2025–June 2026 window, based on self-custodied holdings....
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Bitcoin Stalls After Strongest Weekly Close in 8 Months

Bitcoin traded in a narrow range around the $86,000 area after Wall Street opened on Monday, struggling to build on last week’s momentum as US Treasury yields moved back higher. The pullback came after BTC posted its highest weekly close since late January, but resistance around the late-$86,000s and the broader rates backdrop kept buyers from extending gains. Trading data tracked by Cointelegraph/TradingView showed BTC/USD failing to decisively reclaim its weekly open near $86,500, while market attention refocused on long-dated yields. On-chain analysis from Glassnode also pointed to cooling conditions, noting less “aggressive upward momentum” than earlier in the month. Key takeaways Bitcoin rejected around its weekly close near $86,570 at the start of the US session, failing to break above the weekly open around $86,500. US bond yields rebounded, with the 30-year yield moving back above 5.67% and remaining close to 24-year highs from last week. QCP Capital said even softer empl...
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