The Book of Zedz

The Book of Zedz

Insights from the frontier of industry, AI, crypto and more.


Sam Altman's brain-computer interface is no joke

10 Jul 2026 2 minute read 1 comment Zedz $0.03

OpenAI, the company Sam Altman runs, wrote the biggest check into Merge Labs, the company Sam Altman also co-founded, and nobody at either shop seems bothered by how that looks. Circular!!! Cosy in a way that should make a person uncomfortable. But h...

The company that never sells bitcoin gave itself permission to sell bitcoin

9 Jul 2026 2 minute read 0 comments Zedz $0.01

I cant decide if its boring or if its the biggest thing to happen to corporate bitcoin sense the whole experiment started: Strategy, the company that turned buying and holding into scripture, the company whose entire investment thesis for five years...

Orbital compute is being funded like a new asset class and the thesis is wild

8 Jul 2026 2 minute read 0 comments Zedz $0.01

I keep coming back to one number and it wont leave me alone, ten gigawatts, thats what a five month old startup called Orbital just told the FCC it wants to put in low earth orbit, on June 24th, barely two weeks ago, a filing for up to 100,000 satell...

Bitcoin ETFs just had their worst month since they were born

7 Jul 2026 2 minute read 0 comments Zedz $0.03

I've been staring at spot bitcoin ETF flow charts for about a hour now and june, june just would not stop bleeding. Four point six billion dollars walked rite out the door in thirty days, the worst month these funds have posted since they opened four...

An AI company just raised $2.1 billion to redesign how drugs are discovered

6 Jul 2026 2 minute read 0 comments Zedz $0.04

Two point one billion dollers. For a company that has, to date, put zero drugs through a Phase 2 trial, zero approvals, nothing sitting on a pharmacist's shelf, and yet on May 12, Isomorphic Labs, the Alphabet spinout built from the bones of DeepMind...

Humanoid robots are getting funded like AI models did in 2023

5 Jul 2026 2 minute read 0 comments Zedz $0.02

Robotics startups have pulled in $18.8 billion so far in 2026, more then all of 2025 combined, more then the supposed peak year of 2021, and there is still HALF THE YEAR LEFT, which is the part that makes my hands a little shaky typing this, because...

The SEC's DeFi safe harbour is the biggest crypto development you haven't heard of

4 Jul 2026 2 minute read 0 comments Zedz $0.02

April 13th. That's the day the SEC's Division of Trading and Markets did it, no fanfare, no wait, I keep reaching for a word I shouldn't use here, so lets just say they did it without a press conference or a parade, issued a five year safe harbour fo...

Stablecoins got their federal rulebook (the banks are nervous)

3 Jul 2026 2 minute read 0 comments Zedz $0.04

6.6 trillion. Treasury put that figure on paper as the possible size of the hole that could open up in bank deposits if stablecoins ever start acting like savings accounts, and once you see a number like that you don't un-see it, you carry it around,...

Ondo finance is putting SpaceX and Nvidia stock on a blockchain and people are buying it

2 Jul 2026 2 minute read 0 comments Zedz $0.01

Something shifted this month and I'm not sure everyone clocked it, but the numbers are sitting there being obstinately obvious in the way that certain numbers are when the thing they describe was overdue. Ondo Finance went live on LI.FI on June 22nd,...

PsiQuantum's factory-sized quantum facility broke ground

1 Jul 2026 2 minute read 0 comments Zedz $0.03

The sod is turned. The dirt is actual dirt. On June 17th, in the Queensland sun, with federal ministers and mayors and a man named Victor Peng standing on what used to be a paper mill, PsiQuantum broke ground on what it calls the worlds first utility...