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Dario Amodei's "We Must Pace the Frontier" comes with a three-part plan for doing it. The two most-retweeted posts on the timeline this morning were both just that essay.

Senate Republicans released the final Clarity Act text ahead of a cloture vote. Polymarket now has it at 31% to become law in 2026.

AP reports he accepted a new bipartisan ethics provision. Bernstein says the White House giving ground on state AG enforcement and divestment could pull enough Democrats over for Tuesday.

China's foreign ministry brushed off the national-security framing, and one widely shared reply points out a 510 GB open model anyone can download already makes the proposal moot.

Alex Karp's was the loudest of a long line of replies, and he framed a pause as choosing to lose.

Satya Nadella wants advanced AI paced enough to stay aligned and under human control — the closest thing to a yes Dario got from another big lab.

His translation: gross margins competed down to zero by open models, and a capex burn rate that's too high to carry.

Per @stacy_muur, Anthropic's last official valuation was $965B. Its pre-IPO market on entropyIO, running on Hyperliquid, trades it at more than double that.

@Jrag0x: prosecute executives for leaking financial data and they'd find zero-knowledge KYC within a quarter. @haochizzle cites a government self-eval putting KYC's anti-laundering effectiveness at 28%.

Per Polymarket, the three nations declared that "the future of our nations belongs in the European Union."

@davemcclure's point to everyone shrugging at the number: that is exactly the scale of the 1973 oil crisis.

Per @sentdefender the target was King Khalid Air Base at Khamis Mushait, and Saudi civil defense put the same area on alert during the attack.

CENTCOM's Adm. Brad Cooper left Riyadh this morning after arriving Sept 11, with the Houthi campaign now reaching Saudi oil infrastructure.

Strategy put $139.3M into STRC repurchases. Its bitcoin holdings stay flat at 845,050 BTC.

Cointelegraph and CoinGecko both carried the purchase.

Stani Kulechov: CLARITY would be DeFi's first real framework, and banks could custody, lend and borrow crypto without needing separate approval.

@fiege_max says dev protections got neutered while a whole section on "non-decentralized DeFi" and the ways you could go to jail for it got added.

Two things stood out in the overnight draft, and the ethics sunset being struck was the big one.

Her op-ed in The Hill puts twelve months of negotiation on Tuesday. She adds that senators can vote against tough crypto restrictions on politicians, but most Americans will disagree.

Jeremy Allaire, on the record: yes.

@elliotrades calls it one of the easiest longs available and more bullish for alts than BTC. @APompliano's version: bitcoin doesn't need the bill, but goes much higher if it lands.

@glennonchain's question: USDC is a Circle and Coinbase joint venture and Base was already the obvious home for it, so why dilute attention with Arc?

Per @LeonWaidmann, ~$300M against Base's ~$225M excluding stablecoins, after sitting near zero a few weeks ago.

Per Dune, QQQB — Invesco's QQQ tokenized by BTech Holdings on bStocks, live on BNB Chain — carried 50.8% of onchain RWA spot volume over 90 days.

Doppler lets you pick the pair — Apple, ETH, USDC, anything onchain — and @1CrypticPoet says the Apple-paired meta already has a leader, sitting on Base.

The team frames it as combining Linea's tech with Consensys' institutional reach.

@decentrek says the collab between ERC-8130 and 8141 (Frames) broke down last week, and the two are now going separate ways on account abstraction.

Seven co-authors from StarkWare and SNF report an 86.1% reduction in the benchmark resource score for one key component.

$36.6M at the buy.

Fundstrat clocked the ETH/BTC ratio at its best since Jan 30 and called a new uptrend.

Trained on xAI's new C++ software stack, per @techdevnotes.

Better in some ways, worse in others, and he says they still need to fix multi-something.

He told Fortune that current AI safety and alignment demands come first.

Per @Hesamation they worry the labs learn from their IP, and Microsoft — which owns 25% of OpenAI — is using that fear to pitch its own AI instead.

It's backed by Peter Thiel and JD Vance.

It got 1.5k retweets as the plainest version of the argument against slowing down: the cheap option is already good enough.

@yacineMTB's line, and it rhymes with everything else being said about open models this morning.

@RNR_0 called it nerfed. Separately @keccers burned 12% of a weekly limit personalizing a Codex pet because the job ran on Astra.

2.6k retweets on the receipt, which is most of what the reply guys needed.

@hrkrshnn holds both at once: cyber and bio risk are underrated, and people already distrust big labs asking for more control.

@nic_carter read their public accounts: near-term risks, AI-augmented hacking, prosaic alignment failures — not vague existential risk.

@Noahpinion's prediction about when compliance actually arrives.

@Liv_Boeree made it because people kept asking for the actual mechanism instead of the vibe.

"It's going to happen eventually... how can it be bad?" TIME calls it a stoking of a divisive debate.

Mark Carney, drawing the line himself: not looking to join, looking to start talks.

Per @RyanAFournier, Rubio answered a court blocking visa freezes for 75 countries by pausing immigrant visas everywhere for mandatory training.

Scott Bessent confirmed the figure, per @RyanAFournier.

From @web3privacy's weekly roundup, alongside Tor's VPN writeup and a Mullvad warning about an Android VPN traffic leak.

@matthewstoller's reading of the clip, which he posted straight.

Per Polymarket, the marriage was to actress Jing Tian and the clawback came after the relationship collapsed.

Separately, FSD Supervised was approved in Slovenia.

Phase one of the Stacks roadmap.

Charles Hoskinson: large community, significant market cap, and it's not showing up in TVL.

November 3-6.

Sept 28, on tokenized assets, stablecoins, RWAs and regulation.

Paul Graham's chart, offered as one clean data point that technology makes everyone richer.