In today’s BlockHash Morning Brief, we break down fresh signals from the SEC and the Office of the Comptroller of the Currency (OCC) pointing toward a more coordinated U.S. framework for crypto, banking, and digital asset infrastructure. While not deregulation, this shift toward standardization could unlock institutional participation and reduce long-standing uncertainty.
We also dive into the AI profit debate now dominating Wall Street. After weeks of volatility, analysts and tech leaders are reframing AI as a long-term infrastructure investment rather than a short-term earnings driver. That recalibration is forcing markets to reprice risk across tech, crypto, and emerging innovation.
Plus, we explore how AI governance, safety standards, and chip strategy are becoming central policy priorities in Washington — signaling that AI is now being treated as critical infrastructure, not just software.
In this episode:
• What SEC & OCC alignment means for U.S. crypto markets
• Why regulatory clarity matters more than “friendly” rules
• The AI profit reality check hitting tech stocks
• How markets are repricing risk across equities and crypto
• Why crypto continues to trade like a high-beta tech asset
• What builders and investors should watch next
(0:00) Intro
(0:18) SEC & OCC coordinating on Crypto
(1:31) AI leaders push back on profit panic
(2:25) AI regulation is trending
(3:05) Macro & equities snapshot
(3:44) Crypto & emerging tech market
(5:24) What to watch for this week
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