C515

[Mike Investing @MrMikeInvesting]

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

Save this for later…

[The Bitcoin Historian @pete_rizzo_]

BREAKING: THE #BITCOIN AND CRYPTO CLARITY ACT OFFICIALLY SECURES 13 VOTES NEEDED TO PASS COMMITTEE –– POLITICO

SENATOR KENNEDY CONFIRMS YES VOTE

DEMOCRATS CANNOT BLOCK THE BILL

CLARITY IN AMERICA IS HAPPENING 🚀

[unusual_whales @unusual_whales]

BREAKING: Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders to an urgent meeting on concerns that Anthropic's new Mythos model could pose a systemic risk, per Bloomberg.

[Milk Road AI @MilkRoadAI]

This is WILD.

A secret workplace war just broke out in China and it has gone fully viral on GitHub.

Companies started ordering their workers to document all their knowledge as AI "skill files."

Why? to replace those same workers with AI but workers figured out the plan fast so they fired back.

Someone built a tool called colleague.skill, software that scrapes a coworker's chat logs, emails, and work docs from Chinese platforms like Feishu and DingTalk, then clones them into an AI agent.

The idea was savage, digitize your colleague before they digitize you, hand the AI clone to the company, and watch your coworker get laid off while you survive.

A real GitHub project that exploded in popularity in days but then someone else entered the chat and changed everything.

A developer released anti-distill.skill, a tool that takes the skill file your company forces you to write, then strips out every piece of real knowledge before you hand it in.

The output looks perfectly professional, totally complete, impressively detailed but every critical insight has been secretly removed.

Your company gets a hollow shell while you keep the real knowledge locked away in a private backup.

The tool even has three intensity levels, light, medium, and heavy depending on how closely your bosses are watching.

Companies across China have been building AI digital twins of departed employees, feeding their old chat histories and documents into large models to produce clones that keep working after the humans are gone.

One verified case is that an employee left, and their replacement was literally an AI trained on every message they ever sent.

The anti-distill tool went viral on GitHub within hours of being posted, racking up stars faster than almost anything trending that week.

The implications reach far beyond China's borders.

Every knowledge worker on earth now faces a version of this question, when your company asks you to document your process, they may be building the tools to replace you.

[Elon Musk @elonmusk]

Optimus+PV will be the first Von Neumann probe, a machine fully capable of replicating itself using raw materials found in space

[Milk Road @MilkRoad]

AI agents at @Coinbase now write over 50% of all code and handle 60% of customer support tickets.

@Brian_Armstrong just revealed Coinbase is treating AI agents like actual digital employees.

Complete with their own stablecoin wallets.

These agents can work overnight, spin up AWS resources, buy domain names, launch marketing campaigns…

All without bugging a human for approval.

We're still stuck thinking about AI as assistants that need constant supervision.

The mental model most people have is "AI helps humans do tasks."

That’s no longer the case at Coinbase.

Their model is "AI does tasks, humans set guardrails."

And they’re using crypto to unlock full agent autonomy.

Traditional corporate cards can't be issued to non-human entities - that's a massive infrastructure gap.

Stablecoins solve this.

When an AI agent needs to make a payment at 3am, it doesn't need to wait for Ian in accounting to wake up.

It just sends $USDC.

Machine-to-machine payments, 24/7, no bank hours, no card authorization issues.

(And no "is this a human?" verification loops.)

Brian’s team built x402, the open protocol that lets any agent get a stablecoin wallet and transact on the open internet.

This is all very new, but it's already getting serious traction at Coinbase.

The practical application here is clear:

If you're building anything with AI agents, you need to think about how they'll transact.

Credit cards weren't designed for software entities - stablecoins were.

The companies that figure out agent-to-agent commerce first will have a massive head start.

[Anonymous @YourAnonOne]

BREAKING: 🇺🇸 US Congresswoman "Anna Paulina Luna" told Fox News that aliens are visiting Earth via interdimensional travel.

[Elon Musk @elonmusk]

https://t.co/op5s4ZikGJ

[UFO mania @maniaUFO]

UFOs Attacking each other in Nevada🧐🤔🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸🛸

[jon becker @beckerrjon]

added polymarket data to the public dataset.

400m+ trades going back to 2020.

36gb compressed.

MIT licensed, free to download via @Cloudflare R2.

[John Collison @collision]

Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk.

Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session.

00:00:23 Space GPUs
00:35:39 Alignment
00:58:48 xAI
01:15:01 Optimus
01:28:03 China
01:40:46 Management
02:16:38 DOGE
02:34:58 Space GPUs redux

[Manthan Gupta @manthanguptaa]

https://t.co/CzmfXDgPRP

[Bearly AI @bearlyai]

Mckinsey built an internal AI chatbot (Lilli) trained on 100 years of consultancy’s work and 100,000 documents and interviews.

MBA job candidates now have to pass a test by showing they can apply Lilli’s advice.

The firm has 40k employees and soon have same number of AI agents.

[ZachXBT @zachxbt]

On January 10, 2026 at around 11 pm UTC a victim lost $282M+ worth of LTC & BTC due to a hardware wallet social engineering scam.

The attacker began converting the stolen LTC & BTC to Monero via multiple instant exchanges causing the XMR price to sharply increase.

BTC was also bridged to Ethereum, Ripple, & Litecoin via Thorchain.

Theft addresses (2.05M LTC, 1459 BTC):
bc1qluxw46r55wf3dnk9c652vrt4duadm3hpuktf86
bc1qpsmh26ja0fzzf286zulmt9eywujc2pggj40wzm
ltc1qly43c2prj4c2e85dcspzpjd36jnapnenldnr70

[C515 @C51510]

@michaeljburry You are underestimating all forms of money printing

[C515 @C51510]

@michaeljburry Why would we read them, you have them behind a paywall that is 6x the price of most substack commentators

[TacticzHazel @TacticzH]

$GOOGL is probably the most diversified bet on the future you can make.

Not only do you get a stake in:
- Search: ($1.8T)
- Youtube ($550B)
- Deepmind (Gemini) + TPU ($900B)
- Google Cloud: ($575B)
- Waymo ($175B)

But you also get exposure to:
- Anthropic (Google owns 14%)
- SpaceX (8% Stake)
- Verily
- Stripe
- $ARM ( Arm Holdings)
- Figma
- Discord
- $ASTS
- $PL - Planet Labs
- GitLab
- Metsera

Not all of these are direct, but you get exposure through Alpahbet's corporate and venture arms.

Google also has an own browser, email, ad business and do not forget, they own Android.

Name me a more diversified and balanced play in the market than Google right now.

[Jon Hernandez @JonhernandezIA]

📁Mo Gawdat, former Google X executive, says AI is no longer just writing code, it is correcting human mathematics.

After 56 years using the same matrix multiplication method, AI realized the approach was flawed. It did not optimize software. It invented new math.

The result was a 23% performance boost and the removal of hundreds of millions of dollars in costs and energy use.

[C515 @C51510]

@techNmak LLM