Hello, this is Coinscript.

In today’s episode:

• ✍️ DeepSeek Ban + $500B AI Push = Crypto Boom?

• 1️⃣ Quick Top 5 Stories

TOP STORY

DeepSeek Ban + $500B AI Push = Crypto Boom?

Not official yet, but there are rumors running around about Trump planning to ban DeepSeek in the U.S. due to national security.

National security? Really?

Well, we believe that national security is just one of the two important factors:

1/ National Security problem or a Worldwide Security problem?

The biggest current threat is its strong bias.

The model is very controlled about what it can and can’t talk about. We tested it out:

While he is unable to talk about the bad things that the Chinese government did, he was happy to create a full report about the U.S. National Guard soldiers shooting at the crowd. (ChatGPT, for example, is happy to provide a fully detailed report for both questions)

This gives the Chinese government a lot of power and control, which can influence the opinion of DeepSeek’s users. (Not good)

2/ Protecting the U.S. $500 billion investment

Trump announced a plan for a $500 billion private investment into AI infrastructure. And if our math is correct, this wouldn’t be the best investment if you have a Chinese AI model running around and stealing your customers.

Especially if the investment is part of the plan to beat China in the AI race.

That is all good, but this is a crypto newsletter, why are we talking about this?

If the U.S. actually does ban DeepSeek, this could have a BIG impact on the stock and crypto markets.

With DeepSeek banned, the U.S. technological sector won’t be under threat anymore, giving the market a big boost in stock and crypto prices!

However, this is currently just a rumor. A rumor, that has a high chance of happening, in our opinion.

What is your take on this? Let us know by replying to this email!

HONORABLE MENTIONS

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🗞️ Arizona has advanced the Strategic Bitcoin Reserve Act, allowing public funds to invest up to 10% in Bitcoin and other digital assets, setting a potential precedent for other states.

🗞️ Ripple CEO Brad Garlinghouse revealed he discussed with President Trump making $XRP a strategic reserve asset for the US.

🗞️ French investigators launch a judicial probe into Binance for money laundering, tax fraud, drug trafficking, and other charges.

🗞️ Trump’s World Liberty Finance just purchased 1,211,316 $MOVE for $940,000 $USDC in its first acquisition of the token. (Minutes before the public announcement of their new Developer Mainnet. Insider trading?)

Meme of the Day 🤣

DISCLAIMER: None of this is financial advice. This newsletter is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. Please be careful and do your own research.