Chris Campbell:

Cancer’s Worst Nightmare Comes True

Viruses don’t eat. They don’t breathe. They don’t reproduce on their own. And yet they outnumber every living thing on Earth. By far. Your body alone contains ~380 trillion viruses at any given time.

Viruses have a knack for breaking into cells. They can overwrite the code.They can turn your body into a factory for their own replication. For this reason, scientists have long feared viruses would end civilization.They’re smarter than us. They outmaneuver the immune system.

But that script is slowly starting to flip. Scientists are now asking a different type of question: What if? What if those same traits hold the key to putting a stop to the worst diseases known to mankind rather than inflame them? What if, for example, they could put an end to the greatest scourge: cancer?

As you read this, a small biotech firm is remodeling viruses to do just that. Sounds sci-fi, but the results are real. The data is in. And the market? It has no idea. (We checked.)

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Ray Blanco:

Elon Musk Gushes Over Optimus Robot As Tesla Shows Off Its Ability To Learn From Humans

Elon Musk thinks Tesla’s (TSLA) Optimus robot will be the “biggest product of all time” now that it can learn new tasks from human instruction. 

Speaking at a conference, the CEO claimed Tesla is “the only company with all the ingredients for making intelligent humanoid robots at scale.”

Tesla posted a video of Optimus following instructions, like picking up trash, opening a garbage bin and placing it in, or ripping a paper towel from a roll. It also showed the robot vacuuming, stirring a pot, and doing basic assembly that mimicked a Tesla Model X factory line.

Milan Kovac, an Optimus engineer at Tesla, wrote on X that “one of our goals is to have Optimus learn straight from internet videos of humans doing tasks.”

Kovac said the company recently had a “breakthrough” and Optimus “can now transfer a big chunk of the learning directly from human videos to the bots,” which accelerated its learning.

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James Altucher:

Bitcoin Slips After Touching New All-Time High, As Rising Yields Pressure Risk Assets

Bitcoin rose to a new all-time high on Wednesday, breaking its January record. The price of the flagship cryptocurrency was last trading flat at $106,678.74, after Treasury yields spiked and stocks fell to session lows. Earlier, it rose as high as $109,500.

“Bitcoin’s new high has been concocted by an array of favorable ingredients in the macro cauldron, namely softer U.S. inflation numbers, a de-escalation in the U.S.-China trade war and the Moody’s downgrade of U.S. sovereign debt, which has put the spotlight on alternative stores of value like bitcoin,” said Antoni Trenchev, cofounder of crypto exchange Nexo.

Investors have been expecting upcoming catalysts, including regulatory updates as well as corporate treasury investments, to drive bitcoin prices higher. 

Since the beginning of the year, the number of bitcoin held by public companies has grown 31% to about $349 billion, according to Bitcoin Treasuries. That comprises 15% of the total bitcoin supply.

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