According to the source, the EU is considering slow-rolling parts of the AI Act with a one-year grace period and delaying fines until August 2027. According to the source, this proposed timeline pushes back enforcement costs and near-term compliance risk for EU-exposed AI vendors and cloud providers, a key input for traders recalibrating regulatory risk premia. According to the source, the actionable catalysts shift to the law’s formal adoption, the start of the grace period, and the August 2027 fine date, creating clear event-driven windows for positioning. According to the source, AI-linked crypto assets could see headline-sensitive flow around these milestones as immediate EU compliance uncertainty eases.

According to @nic__carter, the long-standing claim that stablecoin adoption is driven mainly by regulatory arbitrage is now obsolete because, he states, the United States has introduced explicit stablecoin-specific rules, marking regulatory convergence toward permissive use and durable, non-gray-market traction; he argues this weakens prior KYC and AML objections and supports the view that stablecoin-based payments have sustainable momentum, which is a material input for trading assessments of regulatory risk. Source: Nic Carter on X, Sep 7, 2025.