RWA ๐ Global & Macro: Ray Dalio, Sam Altman, and Elon Musk jointly called for a slowdown in AI model development, citing potential risks and urging caution across finance and technology.
๐ฆ RWA & Institutional: SpaceX is set to increase its weight in the Nasdaq 100 index, giving the company greater influence on the index’s performance.
โก Crypto & Markets: The executive director of the US President’s Digital Asset Advisory Council indicated that the CLARITY Act has only a 20% chance of passing in 2026, while releasing positive signals, suggesting continued regulatory uncertainty for crypto in the US.
๐ก Key Takeaway: Mixed signals on US crypto regulation and a high-profile call to slow AI development underscore a cautious macro backdrop, while SpaceX’s Nasdaq 100 weight increase highlights growing concentration risk in major indices.