According to BlockBeats, on September 14th, the crypto market has significantly outperformed other risk assets recently. Bitcoin rose over 1% in the past 24 hours, reaching around $77,800, while Ethereum rose approximately 2%, reaching $2,500. Meanwhile, AI and technology stocks were generally under pressure due to market concerns that the development of cutting-edge AI might slow down.
Anthropic CEO Dario Amodei recently called for a slowdown in cutting-edge AI development, while OpenAI CEO Sam Altman and Elon Musk support a more cautious development pace. Market concerns that a slowdown in AI development could delay orders for advanced chips and computing power demand have led to pre-market declines in CoreWeave and Cipher Digital (both down about 6%), MARA (down 5%), and IREN (down 4%).
In contrast, the crypto market is supported by rising expectations surrounding the U.S. CLARITY Act. Polymarket data shows that the probability of the bill being signed into law this year has risen to about 30%, a significant increase from 12% in early September, with the Senate scheduled to hold a procedural vote on Tuesday.