Chris Campbell:

The Humanoid Powerball

In a San Jose factory called BotQ, a humanoid robot is born every 60 minutes. A year ago, it was zero – the factory didn’t even exist. And Figure – the owner of the BotQ factory – isn't the only company pulling it off.

Boston Dynamics, for example, is shipping its electric Atlas right now, and every unit it builds this year is already spoken for. Hyundai and Google DeepMind took the entire run. The company has committed to putting 25,000 of them on factory floors and to building 30,000 a year by 2028. Those are orders with signatures on them.

The entire humanoid-robot market is barely $3 billion today – a rounding error next to Americans' annual $100 billion lottery spend, or even the $100 billion sneaker market. But Goldman Sachs projects 1.4 million humanoids a year within the decade. From 14,000 to 1.4 million – roughly 100 times as many machines.

The best of these companies – Figure, Apptronik, Agility, the ones actually building the future – are private. Locked behind doors a regular investor never gets to walk through.

But I am watching the fence line – and I've found open gates for ordinary investors to ride the broader physical-AI wave before the 100X run-up on these companies happens.

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James Altucher:

New Discovery Could Unlock Quantum Computers the Size of a Coin

In a potentially massive quantum computing breakthrough, physicists have discovered magnons with lifespans 100 times longer than previously measured.

Magnons are tiny waves of changing electron spins that travel through magnetic materials. The electrons themselves stay in place but their spin orientations pass the disturbance from one atom to the next.

For decades, magnons have shown enormous promise for quantum technologies, but one critical limitation has kept them from practical use: they disappear almost as soon as they form.

Now, an international team of physicists led by Andrii Chumak at the University of Vienna has increased magnon lifetimes by nearly two orders of magnitude, from just a few hundred nanoseconds to as long as 18 microseconds.

The researchers also discovered that this lifetime limit is set not by fundamental physics, but largely by material quality, pointing to a clear path toward even longer-lived magnons. The breakthrough could ultimately help enable highly compact quantum computers, potentially no larger than a 1-cent coin.

Better yet, because magnons exist in a solid and can couple to many different quantum systems, they could also act as universal translators in hybrid quantum architectures, helping technologies communicate that otherwise would not easily connect.

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Greg Guenthner:

Traders Predict More Pain for Bitcoin and Ethereum After Monthly Drops Above 20%

Prediction market traders are becoming increasingly bearish on near-term price action for Bitcoin and Ethereum, expecting downwards momentum to carry them further downwards towards $55,000 and $1,500, respectively.

Traders on prediction market Myriad place odds of a Bitcoin dump to $55,000 before a rise to $80,000 at 77%, and odds of an Ethereum drop to $1,500 before a jump to $3,000 at 88% as markets sell off on Thursday.

The bearishness has been accelerating over the course of the last month, with odds of Bitcoin’s dump to $55,000 jumping 44% on Myriad in that time. As it stands, Bitcoin has fallen to $59,511, around a 1% drop in the last 24 hours and now 23% in the last month of trading. Bitcoin dipped to nearly $58,000 earlier Thursday, its lowest price since 2024.

The plunge is being amplified in traditional markets as well, as shares in Strategy (MSTR), Bitcoin’s leading treasury firm, have fallen even further, dropping nearly 7% since trading opened on Thursday to change hands around $88. Shares in the firm have now fallen nearly 45% in the last month.

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