Davis Wilson:

Why Is Bitcoin Falling?

Bitcoin is plunging. After hitting $126,210 last month, it’s now hovering around $86,000. So is this just a normal correction or something worse? 

This isn’t the end of Bitcoin. It’s a temporary shakeout driven by a few key factors, and understanding them shows exactly why the market is jittery right now.

For one, investors are rushing to “safety.” We’re seeing a broad risk-off shift across markets. The biggest trigger has been the sudden weakness in the artificial-intelligence trade.

Another large force behind Bitcoin’s drop: Whales are selling to take profits. In the crypto world, a "whale" is the term for an individual or entity that holds a large amount of Bitcoin. Because they control such a vast supply, their trading decisions can significantly move the entire market.

But the rapid nature of Bitcoin's fall is not just due to investors selling. It’s heavily magnified by the mechanics of leveraged trading, which involves borrowing funds to place large bets.

None of this changes my long-term view. Bitcoin has been through far worse and rebounded each time. That’s why I continue to believe you should own it. The short-term noise always fades. But the long-term trend has been remarkably consistent.

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James Altucher:

How AI Will Change Hollywood Forever: Tye Sheridan & Nikola Todorovic on AI, VFX, and the Future of Filmmaking

Tye Sheridan is one of my favorite actors. You might know him as Cyclops in the X-Men movies (Apocalypse, etc.) or as the lead in Ready Player One – which is not only a great movie but also one of my favorite sci-fi books. One of his first films was Mud with Matthew McConaughey.

What I didn’t realize: Since 2016, while still acting, Tye has also been a serious AI entrepreneur. He and Nikola Todorovic co-founded a VFX company – Wonder Studio – that built AI tools to make visual effects more accessible.

I wanted them both on the show to talk about how AI will change filmmaking – potentially letting someone like me make a movie that would normally cost hundreds of millions because of VFX – and, just as important, how Tye balanced being a movie star and an entrepreneur at the same time. I also wanted Nikola’s take on where AI is going and whether it will take jobs. 

Fascinating conversation ahead – here are Tye Sheridan and Nikola Todorovic.

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Chris Campbell:

Google, the Sleeping Giant in Global AI Race, Now ‘Fully Awake’

Since the launch of ChatGPT three years ago, analysts and technologists – even a Google engineer and the company’s former chief executive – have declared Google behind in the high-stakes race to develop artificial intelligence.

Not anymore.

The internet giant has released new AI software and struck deals, such as a chip tie-up with Anthropic PBC, that have reassured investors the company won’t easily lose to ChatGPT creator OpenAI and other rivals. 

Google’s newest multi-purpose model, Gemini 3, won immediate praise for its capabilities in reasoning and coding, as well as niche tasks that have tripped up AI chatbots. Google’s cloud business, once an also-ran, is growing steadily, thanks in part to the global rush to develop AI services and demand for compute.

And there are signs of rising demand for Google’s specialized AI chips, one of the few viable alternatives to Nvidia Corp.’s dominant gear.

“It’s definitely fair to say that Google is back in the game with Gemini 3,” said Thomas Husson, analyst at Forrester. “In fact, to paraphrase a quote attributed to Mark Twain, reports of Google’s death have been widely exaggerated, not to say irrelevant.

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