WSJ: Muse Fears (this was pre-Meta earnings).

We believe voice is the most natural way to interact with intelligence, so we created Dessa, the most authentic full-duplex speech model ever built. Talking with it feels like talking with a person…full of emotion, nuance, pauses, and a natural cadence. block.xyz/dessa

Never forget

@Meta's Muse is 2 weeks old and already has since topped the app store in the US and Canada, driven largely by users posting their own wins: 1/ one user got a full refund on a flight after Muse handled the airline for them 2/ another had it negotiate their phone bill down 3/ a writer found Muse spotted a forgotten $9.54/month Google cloud database, filed the refund, argued back when support said no, and recovered $114.14 in under five hours 4/ @thursdai_pod 's alex volkov had it book dinner reservations via stripe link before a rival agent had even replied 5/ it noticed his daughter's birthday was coming, proposed a party, and ordered balloons and a helium tank for target pickup worth noting these are self-selected wins, not a month of audited use. but the pattern is hard to ignore. why this isn't surprising: Meta has every ingredient at once - its own compute, its own model (Muse Spark), 2b+ users across Facebook, Instagram and WhatsApp for distribution, and a rich personal data graph that makes "proactive" actually useful. turning a saved recipe reel into a grocery list only works if you already own the reel, which means the next great agents will likely come from the same kind of player: * @Google - Gmail, Calendar, Android, Chrome and its own models; arguably the deepest personal data footprint of anyone * @OpenAI - the largest consumer AI user base, plus growing payments and computer-use capabilities * @AnthropicAI - strong models and deep enterprise trust, the natural base for agents people hand real work to also looking very much fwd to Instinct, and the next iterations of @bot

🔥 BIG: JPMorgan Asset Management included Bitcoin in its 2027 Long-Term Capital Market Assumptions. Its base case projects a 10% annualized return for bitcoin:native over the next decade, the highest of any asset in its comparison.

Testnet milestone: 117,000+ transactions, every one inscribed on Bitcoin signet across 106 settled epochs. This week: → Executioner wire-up: stake 32 $ORDI, get 50% off trading fees → Max-throughput load test → Prep for the first governance stimulus check → V18 contract

KOREAN EQUITY MARKET IS EXPERIENCING AN EPIC BUBBLE BURST: The 3x leveraged long South Korea ETF, $KORU, has dropped -47% over the last 2 trading weeks, down to its lowest level since the start of 2026. This comes as the KOSPI index has fallen nearly -20% over the same time. Since its June peak, $KORU is down a massive -82%, while KOSPI is down -40%. Meanwhile, foreigners have sold -$152 billion or 3.8% of South Korea’s stock market capitalization this year. These are massive numbers.

JUST IN: Jim Cramer says there's "no stopping the bears right now."

Your grandpa held stocks for 9 years. You hold them until the next TikTok 💀

if you’re unsure whether your OneKey, Ledger, or Trezor is genuine or has been tampered with, including a possible hardware backdoor, feel free to drop some photos in the comments.

Anthropic’s ARR is roughly $85B right now, which is good. Sellside expectations is 100-120B by the end of 2026 and some buyside are expecting over 120B which seems too high. Wednesday will be critical, I assume people are expecting ridiculously high for the 2027-2030 guidance, and probably they’ll be disappointed. I’d be patiently waiting for this event to see if SOXX can hold 530-535 first. If not then I’d chase the short and to see the reaction at $500. If whatever level holds, I’d try to play a short term bounce trade first, most likely the intraday trades.