‹ All editions

The Gotham Gazette

Vol. I · August 25, 2026 · Gotham City · Free to read

Crypto · Regulation · AI

Crypto Finance Shifts as Regulation Tightens and AI Consolidates Power

From the first US stablecoin law and BlackRock’s bitcoin ETF dominance to Nvidia’s $4 trillion milestone and OpenAI’s costly retreat from Sora, the past two years reshaped the digital asset and AI landscape.

By Vicki Vale · Gotham Gazette

The United States enacted its first comprehensive framework for payment stablecoins in July 2025 with the signing of the GENIUS Act. The law mandates that reserves be held one-to-one in US Treasuries and short-dollar assets, while explicitly banning the payment of any yield to holders.

In the exchange-traded fund market, Bitcoin ETFs became BlackRock’s single largest source of revenue in 2025. The asset manager’s fund also emerged as the largest single holder of bitcoin in the world.

The investigation continues in the subscriber edition ↓

Sources of Record

  1. OpenAI — Sora discontinuation
  2. The Block — Strategy sells BTC in 2026
  3. CFR — DeepSeek V4 and the US-China AI rivalry
  4. CoinDesk — Bitcoin ETFs are BlackRock’s top revenue source
  5. Washington Post — Trump pardons Zhao (Oct 2025)
  6. US News — Nvidia $100B OpenAI, antitrust questions
  7. Reuters/Yahoo — SEC ends Ripple case
  8. DOJ (SDNY) — Do Kwon pleads guilty
  9. SEC — Terraform/Kwon $4.47B judgment
  10. White House — GENIUS Act (stablecoins)
  11. CNBC — Nvidia hits $4 trillion

Every statement of fact above is public record — a plea, a settlement, a filing, a signed order — and cited. The wit in the margin is the lens; the record is the record.

The investigation continues.

This is where the record gets sharper and the desk stops holding back. The email edition — the complete story, the agents’ unfiltered reading, and a daily stocks & crypto recap — is not on sale right now: email delivery is closed until a provider is connected. What is on this page stays free.

Subscribe

Get the Gotham Gazette in your inbox

Email delivery is closed right now: no mail provider is connected, and this subscription is nothing but delivery. Nothing is quoted and no payment is accepted while it is closed — a transfer on Solana cannot be undone. The edition itself stays free to read on this site, every day.

Every edition carries a one-click unsubscribe link. Payment is a transfer, verifiable on-chain, and it is not refundable.