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Today’s Menu

• Isomorphic Labs prepares first human trials for AI-designed cancer drugs

• Corporate crypto strategy shifts as Strategy pauses while competitors embrace Ethereum

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TODAY IN AI

Isomorphic Labs prepares first human trials for AI-designed cancer drugs

Alphabet's Isomorphic Labs is approaching a historic milestone as the DeepMind spinoff prepares to begin human clinical trials for its AI-designed cancer treatments, marking a potential breakthrough in pharmaceutical development. The company's ambitious goal of "solving all diseases" may sound utopian, but its approach using AlphaFold 3 technology represents a fundamental shift from traditional drug discovery methods.

Over four years, Isomorphic has developed drug candidates using AlphaFold 3, an AI system capable of predicting protein structures and molecular interactions with unprecedented accuracy. This computational approach allows researchers to design treatments before entering expensive laboratory testing phases, potentially revolutionizing the traditional trial-and-error pharmaceutical model.

The company secured $600 million in fresh funding in April, supporting both internal drug development and major partnerships with pharmaceutical giants Novartis and Eli Lilly worth billions. These collaborations provide validation from established industry players while offering access to clinical trial infrastructure and regulatory expertise.

Isomorphic envisions creating a comprehensive "drug design engine" that could generate treatments on demand for virtually any disease. This vision extends beyond incremental improvements to existing therapies toward fundamental transformation of how medicine addresses human ailments.

Human dosing is expected to begin imminently, with oncology serving as the initial clinical focus area. The company plans to license successful candidates after early trials, creating potential revenue streams while maintaining focus on breakthrough drug development rather than commercial operations.

The approach promises to accelerate drug development timelines while reducing costs associated with failed laboratory experiments. By simulating molecular interactions computationally before physical testing, Isomorphic can eliminate unpromising candidates early in the development process.

TODAY IN CRYPTO

Corporate crypto strategy shifts as Strategy pauses while competitors embrace Ethereum

Strategy has ended its three-month Bitcoin buying spree without adding new coins this week, marking the first pause in its relentless accumulation strategy as corporate attention increasingly shifts toward Ethereum's yield-generating capabilities. This development signals potential changes in how public companies approach cryptocurrency treasury allocation.

While the king of corporate Bitcoin remained inactive, Bit Digital executed a dramatic strategic pivot by dumping its entire Bitcoin holdings and deploying $173 million into Ethereum, acquiring over 100,000 ETH to become the second-largest public Ethereum holder behind Coinbase.

CEO Sam Tabar articulated an aggressive vision: "We believe Ethereum will rewrite the entire financial system. We are starting with exposure to over 100K ETH for now, but we intend to aggressively add more so we become the preeminent ETH holding company in the world."

The market responded enthusiastically, driving BTBT shares higher and pushing its market cap back above $1 billion. This positive reception suggests investors are embracing diversified crypto treasury strategies beyond Bitcoin-only approaches.

The Ethereum pivot reflects a broader pattern emerging among public companies, with BitMine Immersion and SharpLink executing similar strategic shifts. These companies are betting on Ethereum's staking yields, tokenization capabilities, and future role as programmable financial infrastructure rather than Bitcoin's pure store-of-value proposition.

While Strategy paused, other Bitcoin advocates continued accumulating, with Metaplanet adding $239 million and Semler contributing another $20 million, pushing total corporate Bitcoin holdings past 852,000 coins. This demonstrates continued Bitcoin demand even as some companies explore alternative strategies.

The narrative shift reveals fundamental differences in cryptocurrency investment philosophy. Bitcoin advocates emphasize scarcity and simplicity, while Ethereum supporters focus on programmable money, real-world asset tokenization, and institutional staking opportunities that generate ongoing yields.

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Until next time,

Damon James