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Today’s Menu

• Apple secretly develops AI glasses to capture consumer data beyond smartphone boundaries

• Bitcoin ETFs shatter records with $3 billion weekly inflow as institutional demand accelerates

Markets

TODAY IN AI

Apple secretly develops AI glasses to capture consumer data beyond smartphone boundaries

Apple is quietly advancing a project that could fundamentally reshape how consumers interact with artificial intelligence, developing camera-equipped smart glasses designed to provide real-time AI assistance in daily life. The initiative, code-named "Project Atlas," represents a direct challenge to Meta's Ray-Ban smart glasses and signals Apple's determination to extend its AI ecosystem beyond traditional devices.

Unlike Apple's more ambitious augmented reality headset plans, this project specifically targets everyday AI assistance through lightweight spectacles equipped with cameras and audio sensors. The glasses would effectively serve as always-present data collection devices, capturing the wearer's environment and activities for processing by Apple Intelligence systems.

Following successful internal employee trials, Apple has reportedly moved the project into early manufacturing phases, though market availability remains several years away. This measured approach aligns with Apple's typical product development strategy—allowing technology to mature while building the supporting AI infrastructure before consumer release.

The timing of this development is particularly notable as it coincides with Apple's broader AI strategy rollout. Rather than rushing to market with underdeveloped features, Apple appears to be methodically extending its AI system across multiple form factors—from phones and computers to wearable devices that can continuously monitor users' environments.

This expansion into AI eyewear demonstrates Apple's recognition that the future of personal computing extends beyond handheld devices to ambient, always-available systems. By developing glasses that can see what users see and hear what they hear, Apple is positioning itself to create an unprecedented level of integration between digital assistants and daily life—while simultaneously raising profound questions about privacy, surveillance, and the boundaries between personal experience and corporate data collection.

^{Today In Crypto}

Bitcoin ETFs shatter records with $3 billion weekly inflow as institutional demand accelerates

Bitcoin ETFs have roared back with unprecedented force, drawing approximately $3.06 billion in fresh capital last week—marking their strongest performance since November 2024 and the second-largest weekly inflow in their history. This dramatic surge pushed total Bitcoin ETF assets to nearly $110 billion, with BlackRock's IBIT now controlling 2.97% of all Bitcoin in existence—surpassing even Michael Saylor's Strategy holdings.

The remarkable inflow streak extended to six consecutive days, with BlackRock's IBIT capturing $240 million and Fidelity's FBTC adding $108 million on Friday alone. Together, these two funds accounted for 92% of the day's total inflows, highlighting the dominant position these institutional vehicles have established in the cryptocurrency ecosystem.

BlackRock's Head of Equity ETFs, Jay Jacobs, directly linked this capital movement to global uncertainty: "If this is the trajectory of greater uncertainty around the world, things like gold and Bitcoin should continue to go up... People are looking for assets that will behave differently." This institutional framing of Bitcoin as a differentiated asset class during global instability represents a significant maturation in market perception.

The timing of these inflows correlates directly with Bitcoin's price action, which saw the cryptocurrency surge from $75,000 to $95,000 in recent weeks. This price recovery appears to have reignited institutional risk appetite, driving substantial capital into regulated investment vehicles. Meanwhile, Ethereum ETFs finally broke their eight-week outflow streak, attracting $157 million in net inflows—suggesting broadening institutional interest beyond Bitcoin alone.

The scale of these capital movements raises important questions about cryptocurrency's evolving role in institutional portfolios. With BlackRock's single Bitcoin ETF now controlling nearly 3% of all Bitcoin in existence, the concentration of holdings in regulated investment vehicles continues accelerating—potentially reshaping market dynamics, liquidity profiles, and price discovery mechanisms as institutional dominance grows.

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Until next time,

Damon James