Trump Shifts AI Rules to Voluntary Audits: COIN, MSTR, HOOD, CRCL All Fell This Week
After Trump rejected AI regulation in favor of voluntary audits, COINUSDT, MSTRUSDT, HOODUSDT and CRCLUSDT still fell 4.79%, 4.64%, 5.12% and 7.71% this week.
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Trump rejected AI regulation and shifted to voluntary audits, which reopened the upside narrative for crypto and AI-linked risk assets. But as of 2026-10-01, none of the four US-stock USDT-margined perpetual contracts on Binance closed higher this week: COINUSDT fell 4.79%, MSTRUSDT fell 4.64%, HOODUSDT fell 5.12%, and CRCLUSDT fell 7.71%. A warm headline with a cold tape is the most interesting part of this week.
How the four contracts traded day by day
Daily data comes from the Binance official API, covering 2026-09-23 to 2026-09-30.
| Date | COINUSDT | MSTRUSDT | HOODUSDT | CRCLUSDT |
|---|---|---|---|---|
| 2026-09-23 | -1.28% | -3.41% | -1% | -0.8% |
| 2026-09-24 | 0.29% | -0.6% | -1.61% | -1.11% |
| 2026-09-25 | -1.69% | -1.38% | -1.45% | -5.25% |
| 2026-09-26 | 0.95% | 0.76% | 0.03% | 1.94% |
| 2026-09-27 | -0.56% | 0.32% | -0.13% | -0.24% |
| 2026-09-28 | -1.63% | -2.22% | -2.29% | -3.71% |
| 2026-09-29 | -1.22% | -0.92% | 1.14% | -1.94% |
| 2026-09-30 | -2.03% | -1.58% | -4% | -2.27% |
Three days stand out. On 2026-09-25, CRCLUSDT dropped 5.25%, the heaviest red candle in the table, while COINUSDT fell 1.69%, MSTRUSDT fell 1.38% and HOODUSDT fell 1.45%. On 2026-09-26 there was a rebound across the board, with CRCLUSDT up 1.94%, COINUSDT up 0.95%, MSTRUSDT up 0.76% and HOODUSDT up 0.03%, but it did not recover the prior day's losses. On 2026-09-30, HOODUSDT fell 4%, COINUSDT fell 2.03%, CRCLUSDT fell 2.27% and MSTRUSDT fell 1.58%, closing the week with another synchronized decline.
For the full week, COINUSDT moved from an open of 196 USDT on 2026-09-28 to a latest close of 186.61 USDT; MSTRUSDT from 160.93 USDT to 153.47 USDT; HOODUSDT from 118.95 USDT to 112.86 USDT; CRCLUSDT from 88.97 USDT to 82.11 USDT. Only 2026-09-26 saw all four close higher. The headline was about looser regulation, but the tape showed consecutive pullbacks, a divergence that is common in US-stock-mapped contracts because price reflects what capital is doing right now, not the direction of a headline.
Where this week ranks in the weekly sample
| Contract | Weekly sample | Weeks stronger than this one | This week |
|---|---|---|---|
| COINUSDT | 34 | 24 | -4.79% |
| MSTRUSDT | 34 | 23 | -4.64% |
| HOODUSDT | 35 | 25 | -5.12% |
| CRCLUSDT | 34 | 29 | -7.71% |
Among COINUSDT's 34 weekly samples, 24 were stronger than this week. The week of 2026-04-13 ran from 165.71 USDT to 201.21 USDT, up 21.42%; the week of 2026-08-17 ran from 149.28 USDT to 188.36 USDT, up 26.18%; the week of 2026-06-29 ran from 149.07 USDT to 174.48 USDT, up 17.05%.
Among MSTRUSDT's 34 weekly samples, 23 were stronger. The week of 2026-06-29 ran from 82.37 USDT to 107.3 USDT, up 30.27%; the week of 2026-08-17 ran from 93.83 USDT to 120.7 USDT, up 28.64%; the week of 2026-04-13 ran from 126.82 USDT to 162.83 USDT, up 28.39%.
Among HOODUSDT's 35 weekly samples, 25 were stronger. The week of 2026-04-13 ran from 68.82 USDT to 89.92 USDT, up 30.66%; the week of 2026-05-25 ran from 75.03 USDT to 95.68 USDT, up 27.52%; the week of 2026-08-31 ran from 104.94 USDT to 126.57 USDT, up 20.61%.
Among CRCLUSDT's 34 weekly samples, 29 were stronger, the weakest ranking of the four. The week of 2026-02-23 ran from 63.54 USDT to 83.38 USDT, up 31.22%; the week of 2026-08-17 ran from 71.69 USDT to 89.48 USDT, up 24.82%; the week of 2026-08-31 ran from 87.58 USDT to 105.5 USDT, up 20.46%.
What the hot posts on Square say
Hot posts on Square argue that Trump rejecting AI regulation in favor of voluntary audits is positive for sentiment around crypto and AI-linked risk assets (relayed, not the view of this site). They group COINUSDT, MSTRUSDT, HOODUSDT and CRCLUSDT together because these names overlap with both the crypto market and the AI narrative, so a looser regulatory tone should in theory improve risk appetite.
Other hot posts caution that there is a lag between a headline landing and price reacting, and that sentiment tailwinds do not always show up in the daily candles right away, which is exactly what happened this week. That view treats the news as a clue to watch rather than a trading signal, which is safer when read alongside the tape.
Three honest points
Headline positives and price action often diverge. Trump rejecting AI regulation in favor of voluntary audits was the biggest narrative shift this week, yet all four contracts closed lower, meaning sentiment transmission takes time and can be outweighed by other factors. Assuming a rally the same day is a common trap.
US-stock-mapped contracts carry gap and closure risk. COINUSDT, MSTRUSDT, HOODUSDT and CRCLUSDT track underlying names with their own trading hours, while the contract quotes continuously, so gaps around the open are normal and stops can get swept inside them. Position sizing should leave room for that.
High leverage and funding fees amplify holding costs. All four contracts fell this week, so longs absorbed both the drawdown and ongoing funding payments, and the higher the leverage, the bigger the hit from the same move. As for calling any week the "best week," that is only true in hindsight: the week of 2026-08-17 saw COINUSDT up 26.18% and MSTRUSDT up 28.64%, but nobody knew that at the time. Treating the strongest historical week as a forecast mistakes the result for the cause.
How fees work here
The Binance contract default maker fee is 0.02% and the default taker fee is 0.05%. With a 20% rebate, the effective maker fee is 0.016% and the effective taker fee is 0.04%. These numbers matter more for short-term traders: a few round trips in a week add up at 0.04% per taker fill, so the gap between maker and taker is worth attention when choosing order types.
Source: https://fapi.binance.com/fapi/v1/exchangeInfo
Data as of 2026-10-01; source: Binance official API. Not investment advice.
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Binance is not available in your region. What follows is not a centralized exchange โ it is a different kind of product that you can use:
๐ Binance Web3
A self-custody wallet inside the Binance app; swaps route through on-chain DEX aggregation, not an exchange account
Bind via our link and wallet swap fees drop 30%. On-chain gas and slippage are not covered by the discount.
You must already be a verified Binance user to create a Binance Wallet (official FAQ Q13); wallet referrals and exchange referrals are two separate systems. Zero-fee pairs such as stablecoin swaps generate no rebatable fee.