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$BTC · Brian Armstrong on Bitcoin, Anthropic Drops Fable 5 & Mythos 5, NewLimit's $435M Age-Reversal | 264
now playing · $BTC
$BTC···bullish· high· posbrian armstrong
Armstrong: Bitcoin is digital gold, bottomed at $60K, long-term bullish to 2030
Bitcoin serves as digital gold and will be a key part of the future economy; short-term pressure from AI absorbing risk capital and stablecoin rotation, but long-term thesis intac…
$USDC···bullish· high· posbrian armstrong
Armstrong: Stablecoins will be default payment rail for agentic economy, sub-second global settlement
Stablecoins (USDC) provide the programmable, instant, low-cost settlement layer required for AI agent economies — agents cannot use traditional banking (no KYC, slow rails). On-ch…
$COIN···bullish· high· posbrian armstrong
Armstrong: Coinbase becoming financial account for AI agents, 100M agent transactions
Coinbase is executing a three-step strategy to become the financial infrastructure for AI: 1) connect LLMs to user accounts via MCP API, 2) embed Coinbase Advisor agent in-app, 3)…
$NEW-LIMITbullish· high· posbrian armstrong
Armstrong: New Limit raises $435M, first epigenetic reprogramming drugs entering clinic 2025
New Limit uses AI-driven high-throughput screening to discover epigenetic reprogramming factors that reset cellular age without changing cell type. Has demonstrated successful hum…
$OPENAIneutral· highalex wissner-gross
Alex: OpenAI pivoted to leasing model, cut Sora/science, stabilized for IPO amid compute crunch
OpenAI executed a strategic pivot: shifted Stargate from ownership to leasing model (avoiding GPU price volatility), cut Sora and AI-for-science divisions, focused on Codex/enterp…
$SPCX···bullish· highalex wissner-gross
SpaceX becoming AI hyperscaler: Google pays $11B/yr for 110K GPUs, AI1 satellites, Dyson swarm vision
SpaceX is pivoting from frontier model training to hyperscaler infrastructure: Google renting 110K GPUs in xAI data center for $11B/yr, AI1 satellites (150kW compute, 70kW/ton) fo…
$LIFE-BIOSCIENCESbullish· medium· pospeter diamandis
Diamandis: Life Biosciences dosed first patient with OSK epigenetic reprogramming therapy
Life Biosciences (portfolio company) has initiated human dosing of OSK gene therapy for epigenetic reprogramming, marking clinical milestone in longevity space alongside New Limit.
$ANTHROPICbullish· highalex wissner-gross
Alex: Anthropic retakes frontier lead with Fable 5 and Mythos 5, aggressive RLVR on long-range reasoning
Anthropic's Fable 5/Mythos 5 release reclaims state-of-the-art across benchmarks via intensive reinforcement learning with verifiable rewards on long-range reasoning (game-playing…
$GOOGL···neutral· mediumpeter diamandis
Google renting 110K NVIDIA GPUs from SpaceX/xAI at $11B/yr despite own TPU infrastructure
Google's massive external GPU rental signals extreme compute shortage; even with proprietary TPUs, Google Cloud needs CUDA-compatible capacity for customers. Reveals bottleneck ha…