BIG NEWS -Future of Disruptive Tech is being rebranded. We are changing our name to “Next Wave.” So if you see an email in your income from “Next Wave” please don’t be alarmed "(or hit spam).

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Today’s Menu

• Alibaba Just Declared AI War With Model Blitz

• Bitcoin's Bull Market Mirage Gets Exposed

Markets

TODAY IN AI

Alibaba Just Declared AI War With Model Blitz

Alibaba dropped six new Qwen3 models this week in a rapid-fire assault that makes Western AI labs look sluggish. The flagship 1T parameter Qwen-Max shows near-frontier capabilities in coding and agentic tasks.

The Heavy variant achieves perfect scores across math reasoning benchmarks, while Omni processes text, images, audio, and video with speech understanding in 19 languages. They also released real-time translation and upgraded safety models.

While OpenAI, Anthropic, and Google condition us to expect slower releases, Chinese giants are flooding the market with specialized, near-frontier options at breakneck speed.

This feels like the closest a Chinese lab has been to the frontier since DeepSeek's R1. While Western companies debate safety, China is shipping production-ready models.

The AI race just accelerated dramatically, and Western complacency is about to become extremely expensive.

TODAY IN CRYPTO

Bitcoin's Bull Market Mirage Gets Exposed

Bitcoin rebounded from $111K to $112.8K but remains trapped below key moving averages with technical indicators screaming danger ahead.

Arca's Jeff Dorman delivered harsh truth: "The 2025 rally is narrow and selective, focused on coins backed by ETFs like BTC, ETH, and SOL."

The evidence is brutal. Hyperliquid is losing market share to Aster, which generated $7.2M daily revenue versus Hyperliquid's $2.79M. Meanwhile, Solana's launchpad activity hit four-month lows with collapsing user engagement.

This isn't a broad crypto rally - it's a narrow rotation into ETF-backed tokens while everything else bleeds. The bull market many think they're in might just be institutional flows propping up three specific assets while the rest of crypto gets left behind.

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Until next time,

Damon James