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Stocks Rebound on Strong SpaceX Results; AI Bubble Debate Continues Ahead of Tech EarningsEconomy

US equity futures rose after SpaceX’s quarterly earnings and Elon Musk’s comments on a possible SpaceX-Tesla merger lifted investor confidence. Citadel’s Ken Griffin said investors are “almost certainly” in an AI bubble, while Deutsche Bank’s Christian Sewing disagreed. Nvidia’s Jensen Huang is speaking at GTC in Berlin, and Tesla, Meta and IBM are due to report earnings.

BBloomberg Television
SpaceX Results Reignite AI Trade, Meta Results on DeckEconomy

Strong results from SpaceX lifted US stock futures and eased concerns about whether the global AI investment surge can be sustained. Ahead of Meta’s quarterly report on Wednesday after the market close, investors will watch for updates on AI spending and progress monetizing its cloud business to offset those costs.

BBloomberg Television
Midterm Politics Played Into Clarity Failure: RettigEconomy

Jito Labs COO and chief legal officer Rebecca Rettig discusses crypto’s role in the 2026 US midterms and how recent regulatory innovation exemptions have lessened the impact of the Clarity Act’s failure.

BBloomberg Television
Tom Lee says Ethereum could top $10,000 in the next 12 monthsEconomy

At Korea Blockchain Week, BitMine chairman Tom Lee discussed how the company amassed more than 6 million ETH in 15 months, mostly during a bear market. He expects digital-asset treasuries to rebound, says institutions remain drastically underweight crypto ahead of Q4, and argues tokenization could help banks grow profits.

CCoinDesk
Arthur Hayes warns AI boom could end in massive government bailoutEconomy

At Korea Blockchain Week, BitMEX co-founder, Maelstrom CIO and Flop Labs CEO Arthur Hayes offered a contrarian view: AI agents will not transact in stablecoins because their value is set by Fed officials, not computing power. He also argued that AI investment involves capital misallocation headed for a government bailout and said Korean retail investors may rotate back into crypto.

CCoinDesk
Has Bitcoin’s Crypto Winter Finally Ended?Economy

Bitcoin has rebounded above $85,000, while blockchain activity and institutional participation continue to strengthen. Despite lingering regulatory uncertainty, major financial firms are expanding into digital assets, prompting the question of whether improving fundamentals signal the end of crypto winter.

BBloomberg Television
Anvil launches SDK as Founders Fund leads $5 million token investmentEconomy

Anvil has launched its software development kit alongside a $5 million token investment led by Founders Fund. Anvil Foundation President Tyler Spalding described the protocol as a letter-of-credit system, with CoinDesk parent Bullish among the first companies to integrate the SDK. Bitcoin, Ethereum and tokenized real-world assets could reshape on-chain collateral.

CCoinDesk
When Clarity Fails, Ambiguity Wins: CuomoEconomy

Andrew Cuomo, New York’s former governor and co-chair of the ICE-OKX joint venture, discusses the recently failed procedural Senate vote on the Clarity Act, along with recent crypto hacks, regulation and the upcoming US midterms on Bloomberg Crypto.

BBloomberg Television
Cuomo Seeks Clarity, Bitget Hacked, Peirce's Exit InterviewEconomy48:42

Bloomberg Crypto examines the people, transactions and technology shaping decentralized finance. The episode covers the Bitget hack, withdrawals and its protection fund, along with Andrew Cuomo on crypto regulation and an exit interview with SEC Commissioner Hester Peirce. Guests include Bitget CEO Gracy Chen and Bank of America’s Sonali Theisen.

BBloomberg Television
Bitcoin’s Next Supercycle: Why a Supply Shock Could Send Prices SoaringEconomy

Transform Ventures CEO and author Michael Terpin says he believes the bear market is over and that Bitcoin’s long climb back has begun. He projects a path to $120,000 by late next year and discusses a possible collision of presidential and stock-market cycles in 2028–29, million-dollar bitcoin and an altcoin supercycle.

CCoinDesk
Bitcoin ‘Go to Moon,’ DATs Not Broken: Strive CEOEconomy

Strive CEO Matt Cole says Bitcoin is headed sharply higher and that digital-asset treasury companies are not broken. Digital assets have regained $3 trillion in total market value for the first time since January after Bitcoin’s powerful rally, while heavier leveraged bets in perpetual futures are raising the risk of rapid price swings.

BBloomberg Television
Can the SEC and CFTC steady crypto after the Clarity Act impasse?Economy

Episode 37 of The Starting Block examines the Clarity Act’s Senate impasse, the SEC and CFTC’s aggressive rulemaking in Congress’s absence, and why Injective remains bullish on building in the United States despite the political setback.

TThe Block
Is Bitcoin’s Rally a Bet on a Weaker Dollar?Economy

Bitcoin rose nearly 25% into early September despite higher interest rates and a major setback for the Clarity Act. As US debt and Treasury policy fuel concerns about the dollar, the market may increasingly be treating Bitcoin as a hedge against currency debasement.

BBloomberg Television
Circle Launched Its Own Blockchain. What Happens to Ethereum?Tech

Circle Chief Technology and Product Officer Nikhil Chandhok discusses Arc’s launch, including why gas is paid in USDC rather than a native token, how opt-in privacy works, and why BlackRock and Visa became validators. He also addresses institutional changes under the GENIUS rules and tokenized luxury goods as a frontier for provenance and liquidity.

CCoinDesk
Circle’s Allaire Says Clarity Act Could Still Become LawEconomy

Circle CEO and co-founder Jeremy Allaire says he still believes the Clarity Act could become law despite its failure to pass the US Senate. The bill would primarily give the Commodity Futures Trading Commission authority to regulate the digital-asset industry.

BBloomberg Television
US Senate Blocks Clarity Act Crypto BillPolitics49:56

The U.S. Senate blocked the Clarity Act crypto bill. The program also featured concerns that proposed $5,000 checks could widen the deficit and fuel inflation, while the House Oversight Committee panel voted to advance a contempt matter involving Leon Black to the full House.

BBloomberg Television
CLARITY Act on ‘Death Watch’: Can Crypto’s Biggest Bill Survive?Politics28:29

CoinDesk’s Policy Protocol examines the AMC–Robinhood tokenization dispute and the CLARITY Act’s uncertain prospects. Digital Chamber CEO Cody Carbone says the bill’s fate hinges on ethics, arguing that the White House and President Trump must publicly weigh in on the Tillis–Gallego ethics proposal to secure 60 votes. He also outlines a fallback if the bill stalls.

CCoinDesk
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