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Today’s Menu

• AI Summit Exposes Deep Global Divides in Regulation & Investment

• Bitcoin Holds $96K Ahead of Inflation Report—Market Awaits Direction

Markets

TODAY IN AI

AI Summit Exposes Deep Global Divides in Regulation & Investment

The AI Action Summit in Paris ended with rising global tensions, as the U.S. and UK refused to sign a multinational AI declaration, while European leaders pushed for massive AI investment to compete with American dominance.

U.S. Vice President J.D. Vance warned against AI overregulation, emphasizing that U.S. control over chips, software, and rules will ensure its leadership. The U.S. and UK declined to sign a pledge for open, ethical AI, citing national security concerns. Meanwhile, Anthropic CEO Dario Amodei criticized the summit as a "missed opportunity", warning about security risks and unchecked AI acceleration.

In contrast, European Commission President von der Leyen unveiled a €200B AI investment plan, framing Europe as an open-source alternative to U.S.-dominated AI development.

With China signing the declaration and the U.S. taking a hardline approach, AI is becoming more than just a technological race—it’s turning into a geopolitical battleground that could reshape global alliances.

^{Today In Crypto}

Bitcoin Holds $96K Ahead of Inflation Report—Market Awaits Direction

Bitcoin is stalling at $96,000, with traders eyeing today’s U.S. inflation data as a key catalyst. A brief Tuesday rebound faded as BTC fell to $95K before stabilizing, now down 1.6% over 24 hours. Ethereum (ETH), Cardano (ADA), and Solana (SOL) dropped 2%-3%, with the entire CoinDesk 20 Index in the red. Analysts at QCP Capital described the market as “boringggg”, with tariff tensions between the U.S., Canada, Mexico, and China failing to provide clear market direction. A weaker-than-expected CPI report could sink the dollar and boost crypto, but traders remain cautious.

Adding to the uncertainty, Bitcoin’s Coinbase Premium Indicator turned negative for the first time since August. This metric, which tracks the price gap between BTC on Coinbase and Binance, suggests U.S. institutions are pulling back ahead of the inflation report—a stark contrast to previous bullish periods when premiums soared.

Meanwhile, World Liberty Financial, a Trump-backed DeFi project, is launching a "Macro Strategy" token reserve aimed at crypto investments. The firm has already accumulated TRX, wBTC, ETH, stETH, MOVE, and ONDO tokens, hinting at an expanding DeFi footprint. Co-founder Chase Herro previously teased the initiative at the Ondo Summit in New York, positioning the fund as a potential powerhouse in the space.

With macro uncertainty, institutional caution, and political forces shaping DeFi investments, today’s CPI release could be the event that breaks the current market indecision.

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Thanks for reading!

Until next time,

Damon James