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

• Apple’s AI crisis: Siri faces years of delays

• Trump’s crypto reserve shakes up the market—but is it real?

Markets

TODAY IN AI

Apple’s AI crisis: Siri faces years of delays

Apple’s grand AI ambitions are crashing into reality—and the reality isn’t pretty. According to Bloomberg’s Mark Gurman, Apple’s full Siri overhaul may not arrive until 2027, leaving its AI assistant lagging far behind competitors like Alexa+ and ChatGPT Voice.

The problem? Siri is a mess under the hood. Apple’s AI team is struggling to merge its legacy voice assistant with newer AI capabilities, leading to delays, internal shakeups, and slow adoption of existing Apple Intelligence features. Meanwhile, Apple’s AI talent is being poached, and supply chain issues are limiting access to the chips needed to power these upgrades.

Apple’s usual strategy of perfecting tech before releasing it is running into a new problem: AI moves at light speed. If Siri stays stuck in the past while rivals push ahead, Apple could be facing something it hasn’t dealt with in decades—losing control of a major tech platform.

^{Today In Crypto}

Trump’s crypto reserve shakes up the market—but is it real?

The crypto market just pulled a full 180 in less than 24 hours. After weeks of uncertainty, sentiment flipped from “it’s over” to “we’re so back” following President Trump’s announcement that BTC, ETH, XRP, SOL, and ADA are being considered for a long-promised strategic crypto reserve.

Prices soared, with bitcoin reclaiming key support at $89K and $91K, and the options market suddenly heating up with fresh bets on $100K BTC. But while traders are riding the wave, analysts are urging caution. No concrete action has been taken yet, and without immediate catalysts, this rally could fizzle out just as fast.

The biggest question? Why these tokens? BTC as a reserve asset makes some sense—it’s digital gold. But including ETH, XRP, SOL, and ADA raises red flags since they have minimal ties to actual economic activity. In a time of rising U.S. debt concerns, why allocate reserves to assets that won’t improve debt-to-GDP ratios?

Even worse, insider trading suspicions are already creeping in. A mystery trader placed a $6M leveraged long bet on BTC and ETH just before Trump’s announcement—and walked away with a $6.8M profit. If the crypto reserve is real, investors will want assurances that it’s not just another insider-fueled pump-and-dump.

More details are expected at Friday’s White House crypto summit, but in the meantime, Wall Street’s reaction and upcoming economic data releases (ISM services PMI and Friday’s payrolls report) could dictate where the market heads next.

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Thanks for reading!

Until next time,

Damon James