Before diving into today’s email, I filmed a quick video over the weekend breaking down how businesses operate differently in 2025. It’s called “The Private Equitization of Businesses.”

Click here to check it out now.

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Today’s Menu

• AI Voice Tech Just Took a Massive Leap—Apple’s Siri Is Still Stuck in 2020

• Trump’s Crypto Reserve Plan Shakes Markets—But Will It Actually Happen?

Markets

TODAY IN AI

AI Voice Tech Just Took a Massive Leap—Apple’s Siri Is Still Stuck in 2020

AI-generated voices just hit a new level of realism—and the internet can’t stop talking about it. Over the weekend, a new model from Sesame AI went viral for producing shockingly human-like speech, responding with genuine emotions, natural pauses, and near-perfect conversational flow. If you haven’t seen it yet, you can check out the demo here or try it yourself here. It’s one of those AI breakthroughs that immediately feels like a before and after moment.

Meanwhile, Apple’s Siri is stuck in neutral. According to Bloomberg’s Mark Gurman, Apple’s attempt to modernize its assistant is years behind schedule, and a fully revamped Siri may not arrive until 2027. That’s an eternity in AI time—by then, we might be having full-blown AI therapy sessions while Siri is still struggling to set a timer.

With Alexa, ChatGPT, and now Sesame all pushing next-gen voice capabilities, Apple’s AI efforts are looking more and more like a missed opportunity. The world is moving towards conversational AI assistants that feel indistinguishable from humans—but if Apple doesn’t catch up soon, Siri might just become a relic of the past.

^{Today In Crypto}

Trump’s Crypto Reserve Plan Shakes Markets—But Will It Actually Happen?

The crypto market’s mood swung from "it's over" to "we're back" in just 24 hours after President Donald Trump named BTC, ETH, XRP, SOL, and ADA as potential assets for a long-awaited strategic crypto reserve. The announcement sent valuations surging, with bitcoin reclaiming key support levels at $89,000 and $91,000, while options traders reignited their $100K BTC bets. However, some analysts remain cautious. Valentin Fournier of BRN noted that while enthusiasm is high, no concrete actions have been taken, and the lack of immediate catalysts could lead to another market correction.

Trump still needs congressional approval, which raises questions about the viability of including altcoins with little connection to economic activity. Why would a government facing debt challenges invest in assets that don’t contribute meaningfully to GDP growth? Adding to the skepticism, allegations of insider trading emerged after an unidentified trader made a 50x leveraged bet on BTC and ETH just before the announcement, turning $6 million into $6.8 million. Mena Theodorou of Coinstash warned that while a U.S. crypto reserve could be a game-changer, investor confidence depends on resolving concerns about insider influence.

For now, risk-on sentiment prevails, with potential gains in XRP/BTC, SOL/BTC, and ADA/BTC if Wall Street follows suit. Meanwhile, Solana co-founder Anatoly Yakovenko has backed the SIMD-0228 proposal to reform staking and reduce inflation. The White House crypto summit on Friday should offer more clarity on the reserve plan, but until then, markets will closely watch Wednesday's ISM non-manufacturing PMI and Friday’s payroll report. With U.S. 10-year yields declining for seven consecutive weeks, weaker-than-expected data could shift focus back to economic slowdowns, potentially weighing on risk assets.

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Thanks for reading!

Until next time,

Damon James