Michael Saylor: MSTR and BTC have outperformed stock indices, gold, real estate, and bond benchmarks in annualized returns since 2020.

Beating AI Express (from Dongcha) reports: U.S. AI startup Reka, founded by former researchers from DeepMind, Google Brain and Meta FAIR, has launched its 19-billion-parameter model Rho-1. The model can process text, images and video in a single conversation, and also output robotic actions. For example, it can first generate a lighthouse image, animate the lighthouse, modify the weather in a video, and then ask about the differences between two videos—all generated content is retained in the context, so there is no need to use another separate model for processing. It also supports receiving instructions mid-video generation: when a video is being generated, users can temporarily request changes to the weather, movement direction or other elements, and subsequent frames will be adjusted accordingly. The base version generates content at approximately 0.79 times real-time speed; the distilled version reduces generation steps from 99 to 8, and Reka measures that it can produce a 5.3-second video in about 1 second. Robotic control is integrated into the same model: Rho-1 predicts what the camera will see next while outputting robotic action signals, eliminating the need for a separate planning model. Currently, official demonstrations are still based on LIBERO simulation tasks, with no physical robot test results released. Similar unified models have emerged this year, such as NVIDIA Cosmos 3, which can also unify the processing of text, images, video, audio and actions. Rho-1 focuses more on continuous interaction, highlighting repeated generation, modification and reasoning within the same context. It was trained from scratch using 320 H100 GPUs over approximately 3 months. The current video resolution is 672×384; long videos may still have frame structure drift, and video localization and partial editing remain unstable. The model is currently a research preview, with weights and APIs not yet open.

Binance co-founder He Yi stated during a Chinese AMA session at the Binance Smart Product Launch event that the exchange’s homepage is now fully customizable, allowing users to retain only what’s useful to them. As personalized AI continues to iterate, the mobile homepage could eventually look completely different from others’. Next, Binance hopes to enable users to handle many tasks through communication. Binance Skills already has on-chain capabilities, though the current user experience isn’t very smooth. Moving forward, Binance will integrate these structured, framework-based features into AI Pro. The biggest challenge Binance faces is talent: while not all candidates will be hired (some may fail interviews), the exchange is indeed eager to recruit top talent.

Below are key pre-market news items for US stocks on Tuesday: 1. Bridgewater Associates founder Ray Dalio warned that the U.S. could face a debt crisis within three years. 2. AMD’s CEO noted that supply of memory chips remains tight, with a significant supply increase expected by 2027. 3. A Wall Street consortium has launched a record $60 billion AI debt financing deal, designed to fund chip leasing for Anthropic. 4. OpenAI is in discussions with an Emirati fund and BlackRock for $30 billion in financing, with a pre-money valuation of roughly $1.4 trillion. 5. U.S. spot Bitcoin ETFs recorded a net outflow of $89.8 million yesterday, while spot Ethereum ETFs saw a net outflow of $18.9 million.

US Central Command (CENTCOM) says Iranian state media has been spreading false reports that a US Navy MH-60R helicopter crashed in the Red Sea last night after declaring an emergency. CENTCOM confirms the report alleging a US military helicopter crashed in the Red Sea following an emergency declaration is untrue. All US military aircraft and personnel in the Middle East are currently safe, and their whereabouts have all been confirmed.

Enterprise AI company Cohere has launched North 2, an internal AI work platform for businesses. North integrates with corporate documents, Slack, GitHub, and other systems, enabling employees to directly use agents to retrieve information, run workflows, and complete tasks. North 2 adds cross-session memory to agents, removing the need for employees to repeatedly provide context each time. Teams can also share knowledge bases, skills, agents, and automated workflows, so common tasks don’t have to be rebuilt from scratch. The platform allows companies to set granular permissions for different users and agents, restricting access to specific data, model calls, and operations. Administrators can configure token quotas, call frequencies, and total usage caps, while sensitive operations may require human confirmation. North supports cloud or private deployment, can run fully offline, and is compatible with models outside Cohere’s ecosystem.

OKX founder and CEO Star posted a statement welcoming Circle, Ripple, and SC Ventures as investors in OKX. OKX clarified that this financing was not driven by capital needs, but rather to onboard strategic partners that share long-term vision alignment with the exchange in areas including stablecoins, payments, institutional markets, and next-generation financial infrastructure. Prior reports noted that OKX closed its financing round at a $25 billion valuation, with SC Ventures (the investment arm of Standard Chartered) and Circle among the participants.