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Today’s Menu

• DeepSeek's Free Math AI Beats Google's Gold Medal Model

• Bitcoin Reclaims $91K as Rate Cut Odds Jump to 87%

Markets

TODAY IN AI

DeepSeek's Free Math AI Beats Google's Gold Medal Model

DeepSeek released DeepSeek-Math-V2, an open-source mixture-of-experts model that achieves gold-medal performance at IMO 2025. The model democratizes research-level mathematical reasoning that was previously available only through proprietary systems.

Math-V2 scored 118/120 on the 2024 Putnam competition, beating the top human score, and solved 5 of 6 IMO 2025 problems to hit gold standard. On IMO ProofBench, it reached 61.9%, nearly matching Google's specialized Gemini Deep Think, which won IMO gold. GPT-5 scored only 20% on the same benchmark.

The model uses a generator-verifier system where one model proposes a proof and another critiques it, rather than just rewarding final answers. The verifier assigns confidence scores to individual steps, forcing the generator to refine weak logic and debug its reasoning process step by step.

By open-sourcing a model that rivals Google's internal systems, DeepSeek breaks the monopoly on frontier mathematical reasoning. The community now has a blueprint for building agents that debug their own thought processes, which matters in domains like engineering where mistakes carry real costs.

TODAY IN CRYPTO

Bitcoin Reclaims $91K as Rate Cut Odds Jump to 87%

Bitcoin climbed back above $90K, and the catalyst is straightforward: rate cuts and big buyers.

A week ago, markets were concerned the Fed would pause cuts. Now traders have reversed course. CME FedWatch and prediction markets put December rate cut odds around 87%, up from 39% last week. Risk assets have shifted back to a "maybe this is fine" stance.

Kronos Research called the move above $90K a "classic oversold snapback" helped by rising cut expectations. The narrative shifted from "no more liquidity" to "a cut is the base case again."

On-chain data shows big holders are back. Glassnode's data reveals wallets holding 10,000+ BTC flipped to strong accumulation for the first time since August. Holders with 1,000–10,000 BTC turned positive again. Wallets with 100–1,000 BTC kept buying the dip. Retail wallets under 1 BTC are stacking at the highest pace since July.

ETF investors are breathing easier too. BlackRock's IBIT holders are back in profit with roughly $3.2 billion in unrealized gains. Across all spot Bitcoin ETFs, price reclaimed the key flow-weighted cost basis near $89–90K. Outflows cooled, and the market just saw the first back-to-back inflow days in two weeks.

When ETFs were underwater, they created constant sell pressure. At breakeven or better, that pressure disappears.

It's too early to call a definitive bottom, but macro is turning more supportive and whales are accumulating aggressively. That points to a mid-cycle recovery, not a cycle top.

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Thanks for reading!

Until next time,

Damon James