Carlsmed, an AI-enabled personalized spine surgery company, named Tony Jarc (ex-Intuitive Surgical VP, Digital Products & ML) to a new Chief Product & AI Officer role on Oct 1. Company press release: https://t.co/KGq5LMEXIW
#orthopedicsurgery, #AI, #SI
SI Screw
A deep-learning + statistical shape model pipeline automates iliosacral screw planning for pelvic fractures. In 200 cases it gave a 2% larger safe-corridor margin than manual measurement, cut planning time by over 90%, and reached 95% clinical acceptance. Not yet peer-reviewed.
https://t.co/eGqoDcVewy
#OrthopedicSurgery, #SuperIntelligence, #Trauma
Prediction: within 12 months, top three models will be open source.
Economic winners will be the American clouds that serve them:
Nebius
Iren
Baseten
Together
Fireworks
$BTC: Report of the Century:
Today I am making one of the biggest announcements since I sold the top in September 2025. I am taking profit on every single crypto short. The Bitcoin short built between $115,000 and $125,000 is closed now with a gigantic gain. The $80,500 short, built between $79,000 and $82,000, is closed with another massive profit. The 100+ altcoin shorts I opened over the last several months are also closed, locking in another enormous win on top. The time of drinking tea is over. Congratulations to everyone who ignored the noise, trusted the framework and followed me from September 2025 until today.
Buying Bitcoin Spot:
For the first time since September 2025, I am buying Bitcoin spot again. Today, I entered at $64,000 for the absolute long term. For the first time since 9 Months I am buying Bitcoin for the long term! It is the beginning of a structured accumulation strategy, and I will execute it with the same discipline that allowed me to sell the top.
The Accumulation Strategy
Everyone who followed my strategy at $115,000–$125,000 remembers exactly how it worked. Every day Bitcoin traded inside that zone, I sold 10% of my spot position and added shorts. I did not care whether BTC was at $116,000, $120,000 or $124,000. Now I am doing the exact same thing in reverse. Every day Bitcoin remains between $54,000 and $64,000, I will buy 5% of my allocated capital in spot Bitcoin. Not 10% this time, but 5%, because I want to spread the accumulation across a wider period! If Bitcoin stays at $62,000, I buy. If it falls to $58,000, I buy. If it drops to $56,000, I buy. If it wicks into $54,000, I become more aggressive. If it returns to $64,000, I still buy. As long as Bitcoin remains inside this zone of 54-64k I am buying every day with 5% of my entire capital limited to 20 days.
The Technical Zone and Sentiment Shift
The legendary weekly MA200 sits in this region and is now being tested from below. Bitcoin already reached the lower section of this area last week. The top of the 2024 consolidation box also aligns with it. More importantly, sentiment has completely flipped. And I need to say, there are more bears, much more bears than bulls outside, and I dislike being one of many. The same people who were screaming for $150,000 at the top are now desperately waiting for $40,000. X is flooded with targets of $50,000, $45,000, $42,000 and $38,000. Retail is once again standing on one side of the boat, convinced the market owes them the perfect entry.
Front-Running the Herd
Since I announced the 50-40k region as my deeper bear-market target, most of crypto X has copied the same narrative. They copied everything, The market is not blind. The market knows retail is sitting in cash waiting below $50,000. They know people are terrified to buy at $64,000 because they have convinced themselves they will receive Bitcoin at $40,000. I am not going to stand behind the herd and beg the market for the same price as everyone else. I am front-running them. And the next that is following is also going to increase the price and so on, and the chain will be continued and those who are waiting for lower can stay there waiting forever.
Just because the four-year cycle worked at the top does not mean it will work at the bottom. Right now, everyone is waiting for September or October as if the market has already programmed the bottom into the calendar. Do you understand how insane that is? Ask anyone when they plan to buy and they will tell you September or October. Ask them why and they will repeat the same answer: because of the four-year cycle. That is the 1+1 herd behavior. What if the real cycle is not exactly four years? What if it is three years and nine or ten months? What if the market bottoms before the date the entire crowd is waiting for? Bulls are waiting, bears are waiting, and everyone is using the same indicator to justify the same timing. That alone shold cause panic to all waiting for the 4 years cycle to happen. Markets do not reward the masses for memorizing a calendar. I am betting against the four-year-cycle bottom. It is not happening. The bottom comes earlier.
The Structural Shift Around Bitcoin
The deeper reason for the change is not technical. It is structural. The environment around Bitcoin is shifting at a speed most people still do not understand. Regulatory clarity, tokenization infrastructure and institutional adoption are all moving forward at the same time, and the legal framework being built right now has the potential to unlock trillions of dollars of institutional capital that has been sitting on the sidelines or parked in the stock market waiting for certainty. Combine that with Coinbase's institutional buildout and BlackRock's fully operational ETF ecosystem, and we are no longer looking at the same Bitcoin market that existed six months ago. The CLARITY Act could go through on August 10 depending on the Senate, and that is not a small event. There is a reason the entire world is now racing to regulate crypto with full speed.
BlackRock, Vanguard, JPMorgan, Goldman Sachs and the New York Stock Exchange are already inside the DTCC live tokenization pilot. Microsoft shares, SPY, QQQ and US Treasuries are being tested as tokenized securities right now, with the official launch planned for October. Stocks, ETFs and Treasuries are moving on-chain, and the largest institutions in the world are adopting blockchain rails while retail is still debating whether the bear market is over. On top of that, Citadel just invested $400 million directly into https://t.co/R0aEy9w9Rx at a $20 billion valuation. The biggest players are deploying capital now, at scale, before the crowd understands what is happening. The infrastructure is being built directly in front of everyone, and I move my capital when the biggest capital in the world starts moving, not after
In Regards of the Stock Market Crash:
I am keeping every single SP500 short open. Bitcoin and the stock market are not the same trade, and they are not at the same point in their cycle. The crypto bear market began in October 2025 and continued for nine months while the stock market refused to fall. Bitcoin dropped 52% from 125k to 60k. In the same window the SP500 made new all-time highs. Crypto has already been repriced while stocks remain over valued. Therefore there is a very high probability that the Crypto Market will benefit from a Stock Market crash, as profits will move from over valued assets into under valued assets, and in times of Tokenization Hype, Stablecoin talk and the Clarity Act, these funds will very likely move into the Crypto Market.
One More Thing: I called 40-50k as the target and I was clear about it, I called 60k when Bitcoin was at 120k, and at 60k I said 40-50k is coming, But when the entire crowd on X starts waiting for the exact same level, the market almost never delivers it. Six months ago nobody was calling for sub-50k. Today every single account is. That is exactly when the target gets taken off the table. I now believe we will not see 40-50k at all this cycle. The setup that would have delivered that level is dissolving in front of the tokenization revolution, the CLARITY Act, and the biggest capital in the world moving in. Changing my view when the facts change is what a good trader should do. It is exactly why I made massive profits shorting from 120k, and it is why I am accumulating now while others are still waiting for a bottom that will not come the way they want it.
That is why I am buying now. The crowd has become aggressively bearish and the conditions required for a much deeper collapse are beginning to weaken in front of the regulatory and tokenization revolution. I would rather begin building a position before the crowd understands the shift than chase Bitcoin after confirmation at much higher prices. Buy earlier before the mass starts to understand.
🚨 Anthropic just showed a 24-minute workshop on how to actually do prompts for Claude.
Taught by the people who built it.
Free. No registration. No paywall.
I've seen $500 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now.
Tom Lee just announced buys of $140.74M ETH in the past week - now holding $10.03B of ETH. In comparison, Saylor only bought $75M this week.
They also staked $200 MILLION of ETH. Bitmine now owns 3.86% of ETH. They only need to buy $359M more of ETH to get to 4%. They’re on target to hit 4% by mid-April.
Will Tom Lee get to 5% of ETH?
Sunday. I did a brain reset, 7 hours of silence.
What it did to my brain:
No phone. No music. No books. No screens. Just water and silence. This was week 8 of my 53 Skills project.
The first few hours were easy. Then around hour 3, my brain switched from boredom to processing mode.
Old emotions, unresolved thoughts, things I’d been outrunning for years. All surfacing on their own.
By the end, my mind felt completely clear. Not tired. Not numb. Actually calm. It lasted for hours after.
Why this matters: I think we never give our brains offline time anymore.
Every quiet moment gets filled with a podcast, a scroll, a notification. Your brain is running on 100% input and 0% processing all day.
Neuroscience backs this up. Unstructured mental downtime improves memory consolidation, creative problem-solving, and emotional regulation.
It’s the same mechanism as sleep, except we can access it while awake. We just choose not to.
You don’t need 7 hours.
One hour of zero input per week would put you ahead of most people in terms of mental clarity.
Try it: one hour, no phone in the room, no background noise.
First 20 minutes will be uncomfortable. Last 10 will surprise you.
In the past 2.5 months I’ve consumed 15 books:
• The Art of War
• Principles for Navigating Big Debt Crises
• Revenge of the Tipping Point
• Recursion
• The Secret of Secrets
• The Courage to Be Disliked
• The Subtle Art of Not Giving a F*ck
• Never Split the Difference
• Thinking, Fast and Slow
• Range
• The Night Circus
• Dopamine Nation
• The Fourth Turning Is Here
• Die With Zero
• Night People
Trying to sharpen every edge – markets, psychology, negotiation, fiction, history.
What should I read next
Rule of thumb for investment in Bitcoin:
1. If price drops 10%, just hold
2. If price drops 20%, add 10%
3. If price drops 30%, add 30%
4. If price drops 40%, add 30%
5. If price drops 50%, add 50%
6. If price goes up 10%, just hold
7. If price goes up 20%, still hold
8. If price goes up 30%, sell 10%
9. If price goes up 40%, sell 20%
10. If price goes up 50%, sell 30%
11. If price goes up 60%, sell 40%
12. If price goes up 100%, sell all
IVY LEAGUE GOING BIG ON BITCOIN
Major 13F filings reveal the world's most prestigious endowments are aggressively stacking $IBIT.
DARTMOUTH COLLEGE (NEW): Reported a brand new position of 201,531 shares ($10M+) as of Dec 31. The newest Ivy to join the Bitcoin rush.
HARVARD UNIVERSITY: Tripled its position to 6,813,612 shares ($442.8M) as of Sept 30.
+257% increase from June 2025.
Bitcoin is now Harvard’s LARGEST reportable public investment.
BROWN UNIVERSITY: Reported 212,500 shares as of June 30, 2025.
Up from 105,000 shares in March.
Doubled their allocation in just one quarter.
America's most famous universities are getting in on Bitcoin.
Bitcoin is Energy Storage:
It costs 30c per mmbtu of nat gas, per mth to store, usually for 3 to 6 months, ($.90-1.80), worth $4/unit.
To store oil on tankers is about 5 dollars per bbl per month at $65/bbl of oil.
It cost ZERO to store Bitcoin for years.
DO YOU UNDERSTAND?
Tick Tock