ETH investor Stanley Druckenmiller: “Our whole payment system will be stablecoins in 10-15 years” BitMine (BMNR), the ETH treasury company chaired by Tom Lee, holds almost $10 billion of ETH. Legendary investor Stanley Druckenmiller is listed among key backers like Founders Fund, ARK's Cathie Wood, and Bill Miller. This aligns with his recent bullish comments on stablecoins and blockchain payments: “Blockchain and the use of stablecoins — if you want to throw crypto and tokens into that — are incredibly useful in terms of productivity. I assume our whole payment system will be stablecoins in 10-15 years. Efficient. Quicker. Cheaper.”

Quite a week for open-source AI. Especially American open-source. Nemotron 3 Ultra is the most important release in quite some time. And some really cool RL and fine-tuning work from Harvey.

A wholesome moment. Mom giving her daughter one of the best experiences. Memories that last forever, not just a day.

i deleted half my Claude setup last week and every output got BETTER sounds backwards, but anthropic's own team just explained exactly why it works. here's the one prompt that tells you what to cut (and you don't even have to paste anything): this is what happens to everyone... you get a bad output, so you add a rule to your skills. "be more concise." next week, another bad output. another rule. "use a casual tone." but a month later, something else breaks. "always explain technical terms." you keep stacking, and it feels productive because you're fixing problems as they come up. but 3 months in, you've got 30 rules piled on top of each other. some of them contradict each other ("be concise" and "always explain your reasoning" are fighting). some of them fix problems that the model doesn't even have anymore. and the model is trying to follow all of them at once, which means it's doing none of them well. it's like handing a chef a 47-step recipe when they only need 12. the extra 35 steps slow the chef down, make them second-guess the parts they already know, and the dish comes out worse than if you'd just let them cook. that's what over-prompting does. anthropic just published a piece on how they build claude code (the ai coding agent). their own engineering team found that their scaffolding was making the ai worse which means your custom instructions are almost certainly doing the same thing. so here's the actionable move... instead of manually reading through your setup line by line, just tell claude to audit itself. if you're in claude's desktop app, claude already has access to your: claude[.]md (the file where your preferences and rules live), your skills folder (where your reusable instruction files are stored), your context files, everything. just open claude code/cowork and say this: — "read my entire setup before responding. check my claude .md, every skill in my skills folder, every file in my context folder, and any other instruction files you can find. then go through every rule, instruction, and preference you found. for each one, tell me: 1. is this something you already do by default without being told? 2. does this contradict or conflict with another rule somewhere else in my setup? 3. does this repeat something that's already covered by a different rule or file? 4. does this read like it was added to fix one specific bad output rather than improve outputs overall? 5. is this so vague that you'd interpret it differently every time? (ex: 'be more natural' or 'use a good tone') then give me a list of everything you'd cut with a one-line reason for each, a list of any conflicts you found between files, and a cleaned up version of my claude.md with the dead weight removed." — one message. claude goes and reads your entire setup, audits it, and comes back with exactly what to cut and why. you don't dig through files, you don't read every rule yourself. it does the whole thing. once you get the results, don't just blindly delete everything it flags. here's the process: 1. read what it flagged and why 2. delete the flagged rules 3. run your 3 most common tasks with the trimmed setup 4. did the output stay the same or get better? the deleted rules were dead weight 5. did something specific break? add back just that one rule the goal is to find the minimum viable setup that gets you the output you want. your ai setup should be getting simpler over time. addition by subtraction baby

POKÉMON GO PLAYERS TRAINED 30 BILLION IMAGE AI MAP Niantic says photos and scans collected through Pokémon Go and its AR apps have produced a massive dataset of more than 30 billion real-world images. The company is now using that data to power visual navigation for delivery robots, letting them identify exact locations on city streets without relying on GPS. Source: NewsForce

This is fascinating from China's customs data (customs.gov.cn/customs/2026-…). All its exports are rising very rapidly but the one export that's rising the fastest, at a crazy 72.6% growth year on year, is... semiconductors! As you can see in the trade data China sold $43.32 billion worth of 集成电路 ("integrated circuits") in Jan-Feb 2026, vs $25.10 billion for Jan-Feb last year. Interestingly, volume is "only" up 13.7% year on year, which means the increase in revenue is mostly driven by higher prices per chip, which probably suggests that a) China is climbing up the value chain (selling more expensive chips) b) demand for their chips far exceeds supply - which is the exact opposite of "overcapacity". You don't get 53% price increases per unit in a market with overcapacity And all in all, it goes to show that China is definitely a force to be reckoned with in the semiconductor world. Global semiconductor sales were $791.7 Billion in 2025 (semiconductors.org/global-an…) and projected to be ~$975 billion this year. China selling $43.32 billion in 2 months means its doing $260 billion annualized: that's over a quarter of the entire global semiconductor market. So much for the idea that export controls would freeze China out of the semiconductor industry...

NotebookLM: Do a deep research report and make a video where a consultant gives Sauron a strategy for actually winning the War of the Ring: "All you need to do is sign off to put a simple door on your volcano" The new video generation feature for NotebookLM is very impressive.