Before diving into today’s email, I filmed a quick video last week breaking down Notebook LM. They’re a killer new platform built off of Google’s Gemini product. Feel free to check it out below:

Click here to check it out now.

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Today’s Menu

• Meta Enters the Robotics Race—But With a Different Strategy

• Bitcoin Holds $96K as U.S. Eyes National BTC Reserve

Markets

TODAY IN AI

Meta Enters the Robotics Race—But With a Different Strategy

Meta is making a major push into humanoid robotics, but instead of building consumer-facing products, it's positioning itself as the foundational tech provider for the industry.

A new team within Reality Labs, led by former Cruise CEO Marc Whitten, will develop robot hardware, AI systems, and safety standards. Meta plans to leverage its AI and sensor tech from AR/VR to create a software platform for other manufacturers—similar to how Android powers smartphones. The company is reportedly in talks with Unitree and Figure AI, with an initial focus on household robotics.

With Apple and OpenAI also exploring the space, robotics is shaping up to be AI’s next battleground. Meta’s approach—powering the ecosystem rather than competing with manufacturers—could give it a unique edge in an industry that's about to explode.

^{Today In Crypto}

Bitcoin Holds $96K as U.S. Eyes National BTC Reserve

Bitcoin remains stuck around $96K, with traders waiting for concrete policy shifts rather than just pro-crypto rhetoric, according to QCP Capital. Meanwhile, Solana slid to $180, pressured by the LIBRA token launch and an upcoming $2B SOL token unlock on March 1.

In Argentina, President Javier Milei faces potential lawsuits and impeachment over his endorsement of Libra, a failed token project that crashed after insiders cashed out. Milei distanced himself from the scandal, but opposition leaders claim the incident embarrassed the country and are calling for legal action.

Meanwhile, the U.S. crypto task force is moving forward with plans to establish a national Bitcoin reserve, according to Bernstein. If successful, the move could set off a wave of global BTC accumulation. Additionally, discussions of a sovereign wealth fund (SWF) investing in key U.S. crypto firms could provide a major boost to crypto equities in the coming months.

With institutional and governmental shifts on the horizon, crypto markets may be on the verge of their next major breakout.

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Thanks for reading!

Until next time,

Damon James