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

• Sam Altman Scraps o3, Confirms GPT-5 Roadmap

• Bitcoin Rebounds to $98K as Traders Buy the Dip

Markets

TODAY IN AI

Sam Altman Scraps o3, Confirms GPT-5 Roadmap

Sam Altman just canceled OpenAI’s anticipated o3 model, announcing that GPT-5 will instead unify all AI capabilities into a tiered system for Free, Plus, and Pro users.

Before GPT-5 launches, OpenAI will release GPT-4.5 ("Orion") in the coming weeks as its final non-chain-of-thought model. Free users will get unlimited access to GPT-5 at a standard intelligence level, while paid tiers unlock higher performance and advanced tools. Altman provided an ETA of “weeks” for 4.5 and “months” for 5, with o3 no longer launching as a standalone model.

This shift streamlines OpenAI’s offerings, eliminating confusion over model versions, naming conventions, and capabilities. If GPT-5 can seamlessly adjust intelligence levels and tools on demand, it could fundamentally change how AI is packaged, accessed, and used.

^{Today In Crypto}

Bitcoin Rebounds to $98K as Traders Buy the Dip

Crypto markets shook off Wednesday’s hotter-than-expected U.S. inflation report, with BTC briefly dipping to $94K before rebounding to $98K. Bitcoin is now trading around $96K, while Ethereum and other major altcoins posted single-digit gains. Binance’s BNB token surged nearly 10%, fueled by renewed DeFi activity on PancakeSwap. With Fed rate cuts now delayed until at least September, traders are watching today’s PPI report for more inflation clues.

Meanwhile, Metaplanet is set to join the MSCI Japan Index at the end of the month, boosting its exposure to global investment funds and ETFs. The Tokyo-listed firm, often compared to MicroStrategy, continues its aggressive Bitcoin acquisition strategy, raising $26 million through bond issuance. Its stock has skyrocketed 3,912% over the past year, making it one of Japan’s top-performing assets.

In regulatory moves, Coinbase is in talks to re-enter India after exiting two years ago. The exchange is negotiating with India’s Financial Intelligence Unit (FIU) for approval, joining Binance and Bybit in targeting the world’s most populous country. Coinbase’s Q4 earnings report drops later today, which could offer insights into its global expansion plans.

Between macro pressures, institutional Bitcoin accumulation, and exchange expansions into new markets, crypto is positioning for its next big move.

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Thanks for reading!

Until next time,

Damon James