The US government could potentially become a shareholder in OpenAI and Anthropic.
Trump told TIME that the government could take ownership stakes in the two AI companies, saying, “I might. Maybe I could do that.”
He ruled out nationalizing the companies, but pointed to the government’s 10% stake in Intel, which he says has generated about $60 billion for the US.
OpenAI reportedly discussed giving Washington a 5% stake in July. Anthropic and the administration, however, have denied that any such stake was discussed.
NEW:Meta reportedly used a tax loophole dating back to the 1980s to claim $3.9 billion in research tax credits by classifying AI data-center equipment as experimental “pilot models.”
The credits rose from $700 million in 2023 to $2 billion in 2024, then reached $3.9 billion last year, reportedly reducing Meta’s federal tax bill by 71%.
The New York Times also reports that Meta classified Mark Zuckerberg as a “researcher” to claim a $355 million tax break tied to his $4 billion compensation in 2013.
The IRS is now seeking to recover those tax savings.
BREAKING: 🇺🇸 Congress is working on new rules that could allow every U.S. bank and credit union to hold crypto, issue stablecoins, and move money directly on blockchain networks.
If these rules move forward, the door could open to massive institutional adoption.
Binance Pay has launched a new payment integration in Japan, allowing eligible international visitors to use Binance Pay at participating PayPay merchants across the country.
Users can pay with supported cryptocurrencies through Binance Pay, while merchants receive the payment in Japanese Yen (JPY).
The service is connected to the PayPay network through HIVEX and is designed to make crypto payments more convenient for overseas visitors in Japan.
According to the announcement, the service is available to eligible international visitors and is not intended for residents using Binance Japan.
The integration marks another step toward expanding the real-world use of cryptocurrency by connecting digital assets with everyday payments and merchant networks in Japan.
September recorded approximately $768 million in losses from crypto hacks and exploits, making it one of the most damaging months for the crypto industry in 2026.
The largest incidents included the Bitget and Liquid Network exploits, which together accounted for a significant portion of the reported losses.
The record highlights the growing security risks facing crypto platforms, exchanges and blockchain networks.
🚨 BIG MONEY ALERT: U.S. spot Bitcoin ETFs just closed September in the red, snapping a 9-day, $3.1 BILLION inflow streak.
On Wednesday, the funds saw $148.7 MILLION in net outflows.
Fidelity’s FBTC led the exits with $125.6M, while BlackRock’s IBIT recorded $9.5M in outflows, ending its own nine-day streak of inflows.
Still, the recent surge was strong enough to push 2026 cumulative ETF flows back into positive territory.
One red day doesn’t erase the bigger trend. But it does show that institutional demand cooled noticeably after one of the strongest ETF runs of the year. 📉
🚨 MAJOR: The U.S. Treasury is set for another liquidity buyback on October 1.
The move follows its September 10 operation, when the Treasury offered to buy up to $6 BILLION of 10- to 20-year bonds, three times the size of its previous long-dated buyback.
The goal? Improve liquidity in older Treasuries that have become harder to trade after a sharp bond selloff pushed long-term yields to multi-year highs.
If Treasury demand strengthens, bond prices could get support and yields may ease. That could create a more favorable backdrop for stocks and crypto.
One important distinction: this supports market liquidity, but it is NOT the same as Fed QE.
BREAKING: 🇺🇸 Fed rate hike odds just dropped sharply from 70% to 34%.
That’s a major shift in expectations.
With the chances of another rate hike this year now much lower, markets could get some breathing room. Lower rate pressure is generally supportive for risk assets, including crypto.
A big change in Fed expectations could mean a very different market mood ahead.
August economic data is giving us a mixed picture.
Personal income rose 0.2% month-over-month, coming in below the 0.5% estimate and slightly down from the previous 0.3% gain.
But consumer spending told a very different story. Spending jumped 0.9%, exactly matching expectations and accelerating sharply from the previous 0.1% increase.
Income growth is slowing, while consumers are still spending aggressively. That contrast could be important for the broader economy and markets.
Michael Saylor, co-founder of Strategy, believes Bitcoin and the broader crypto market are still in the early stages of a much bigger growth cycle.
Crypto is currently valued at around $3 trillion, but Saylor sees a much larger opportunity ahead. If the crypto market eventually captures roughly 10% of global asset value, he believes Bitcoin and the wider market could grow toward $120 trillion.
One potential catalyst? Bitcoin-backed lending.
Instead of selling their $BTC , holders could use it as collateral to borrow money. That could bring more capital into the crypto economy while allowing investors to keep their Bitcoin exposure.
Looking further ahead, Saylor expects Bitcoin to deliver around 20–30% annual growth over the long term.
If that plays out, today’s $3 trillion crypto market could look very small in hindsight.
→ September: Hope starts returning → October: Disbelief turns into strength → November: The bull run picks up speed → December: Euphoria takes over → January: Distribution begins
The pattern is often the same.
People buy when confidence is at its highest, then panic and sell when it feels like the cycle is over.
That’s why I’m watching market psychology just as closely as the price.
I’ve been trading markets for 15+ years. When the next major top or bottom starts taking shape, I’ll share the levels here first.
AI agents are starting to hold wallets, move money, and transact onchain. But there’s still one big question: who is actually behind the agent?
That’s where Concordium’s identity infrastructure comes in.
Concordium builds identity directly into the protocol, allowing users to verify who is behind a wallet, business, or AI agent.
$CCD is currently around a $49M valuation. For comparison, Worldcoin, another identity-focused project, is around $1.8B and mainly focuses on proving that you’re human.
Concordium takes a broader approach by verifying humans, businesses, and AI agents.
And the interesting part? Agents operating across Ethereum, Solana, and other networks can potentially link back to verified owners through Concordium.
A different take on digital identity, with a much smaller valuation.