<p>In today&rsquo;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.</p><p>&nbsp;</p><p>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.</p><p>&nbsp;</p><p>Plus, we explore how AI governance, safety standards, and chip strategy are becoming central policy priorities in Washington &mdash; signaling that AI is now being treated as critical infrastructure, not just software.</p><p>&nbsp;</p><p>In this episode:<br />&bull; What SEC &amp; OCC alignment means for U.S. crypto markets<br />&bull; Why regulatory clarity matters more than &ldquo;friendly&rdquo; rules<br />&bull; The AI profit reality check hitting tech stocks<br />&bull; How markets are repricing risk across equities and crypto<br />&bull; Why crypto continues to trade like a high-beta tech asset<br />&bull; What builders and investors should watch next</p><p>&nbsp;</p><p>(0:00) Intro<br />(0:18) SEC &amp; OCC coordinating on Crypto<br />(1:31) AI leaders push back on profit panic<br />(2:25) AI regulation is trending<br />(3:05) Macro &amp; equities snapshot<br />(3:44) Crypto &amp; emerging tech market<br />(5:24) What to watch for this week</p>