Good morning, pioneers!

If yesterday was about laying foundations, today is about drafting the ambitious blueprints for what gets built on top of them. We're talking about a national strategy for digital assets, a new paradigm for entertainment, a digital twin of our planet, and a bold prediction of unprecedented wealth creation. The scale of ambition on display is breathtaking. Let's get into it.

The AI narrative is accelerating, moving from tools to entire ecosystems, and the stakes—both financial and strategic—are getting higher.

• The "Netflix of AI" is Here: A new service called Showrunner is set to launch, allowing anyone to create animated shows from text prompts. Backed by an early investment from Amazon, Fable's Showrunner plans to license intellectual property from major studios (like Disney) for users to build upon, with creators receiving a revenue share. This is the creator economy meeting Hollywood head-on.

• Jensen Huang: AI Will Create More Millionaires Than the Internet: Nvidia's CEO, Jensen Huang, made a stunning prediction: AI will generate more millionaires in the next five years than the internet did in two decades. His thesis? AI is not just a job displacer but a creator of entirely new industries and a universal enabler of creativity. He predicts every company will soon need two factories: one for their products and one for their AI.

• Google DeepMind Unveils 'AlphaEarth': Google has built a "virtual satellite"—an AI model called AlphaEarth Foundations that fuses massive amounts of Earth observation data into a single, unified digital representation of our planet. It can see through clouds and map complex terrain, giving scientists an unparalleled tool to monitor global change.

• The AI Talent War Escalates: The competition for top minds is white-hot. Reports have surfaced about Meta's secretive "Superintelligence Lab" and the exorbitant compensation packages being offered to lure top AI talent, some from OpenAI. This fierce competition is underscored by the strong performance of AI investments, as the KraneShares AI ETF ($AGIX) celebrated its one-year anniversary with a 29.55% return, thanks to direct investments in private giants like Anthropic and xAI.

Yesterday, the blockchain industry received one of its most significant policy signals to date directly from the executive branch.

• White House Drops Highly Anticipated Digital Assets Report: The Trump administration released its comprehensive report on digital assets, outlining a clear policy to establish the U.S. as a global leader. The pro-innovation stance includes calls for:

  • Regulatory clarity and a stable framework.

  • Strong protection for self-custody rights.

  • A firm ban on central bank digital currencies (CBDCs).

  • The establishment of a strategic Bitcoin reserve.

  • This roadmap was immediately praised by lawmakers like Rep. Bryan Steil for promoting U.S. leadership in Web3.

• Bitcoin Dips in Classic 'Sell the News' Event: Following the report's release, Bitcoin's price briefly dipped below $116,000. This move was widely seen as a "sell the news" event, where investors who had bought in anticipation of the positive policy news took profits after a 26% year-to-date climb.

Zero-Knowledge Proofs (ZKPs) continue to be the critical connective tissue for security and scalability across the digital landscape.

• Happy 10th Birthday, Ethereum! Here's a zkEVM: As Ethereum celebrated its tenth anniversary, Consensys highlighted the network's incredible evolution, pointing to the launch of its Linea zkEVM as a key milestone. This underscores that zero-knowledge proofs are the chosen path for scaling Ethereum to handle high-speed, low-cost transactions without sacrificing security.

• Dogecoin's Ambitious ZK Upgrade Proposal: The Dogecoin team officially submitted its "OP_CHECKZKP" upgrade proposal. If passed, this new opcode would allow $DOGE to validate cryptographic proofs on-chain, unlocking the potential for smart contract interoperability and DeFi use cases. It's a bold move to transform the memecoin into a genuine challenger to networks like Solana and BNB.

• ZK as a Defense Against Front-Running and Hacks: The defensive power of ZKPs is becoming essential. The new LYNO arbitrage protocol is using ZK-proofs to shield users from front-running and $MEV attacks. Meanwhile, cybersecurity firm Keeper Security is baking a zero-knowledge architecture into its mobile apps to secure user passwords and passkeys, showing ZK's growing importance in everyday security.

Today’s news is all about architecture. The White House report provides a national architecture for digital assets. AlphaEarth offers a scientific architecture for understanding our planet. Showrunner presents a new creative architecture for entertainment. And Zero-Knowledge proofs are providing the trustless security architecture to hold it all together. The blueprints for the next decade are being finalized right now.

Stay curious,