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From Blacklist to Backchannel: Trump Signals Reconsideration of Anthropic Following Release of Mythos

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U.S. President Donald Trump has opened the door to a potential reset with Anthropic, indicating the firm could regain standing with the United States Department of Defense after a high-profile rift over how advanced artificial intelligence should be deployed in national security settings.

Speaking on CNBC, Trump said the company was “shaping up” following recent White House talks, adding that a deal with the Pentagon was “possible.”

“They ?came to the White House a few days ago, and we had some very good ?talks with them,” Trump said. “And I think they’re shaping up. They’re very smart, and I think ?they can be of great use. I like smart people … I think we’ll get along with them just fine.”

The comments mark a notable shift from February, when the administration directed federal agencies to cease engagement with Anthropic, triggering a Pentagon designation that labeled the firm a supply-chain risk.

That designation effectively sidelined Anthropic from defense work and barred its tools from use by military personnel and contractors after a six-month wind-down period. The decision reflected deeper concerns within the Pentagon about operational control, reliability, and the governance frameworks surrounding frontier AI systems.

A breakdown over guardrails was at the core of the dispute. Anthropic had sought binding assurances that its models would not be used for domestic surveillance or autonomous weapons, conditions that ran counter to the Pentagon’s push to integrate AI across intelligence gathering, cyber operations, and battlefield decision-support systems. Defense officials, for their part, viewed such restrictions as incompatible with evolving military doctrine, particularly as rivals accelerate their own AI capabilities.

The standoff quickly escalated into a broader confrontation over the role of private AI labs in national security. Anthropic argued that unchecked deployment risked misuse and unintended escalation, while policymakers framed access to leading-edge models as essential to maintaining advantage. The result was a rare public rupture between a frontier AI developer and the U.S. defense establishment.

Anthropic’s legal challenge in March underscored the stakes. The company moved to overturn the blacklist, arguing that the designation was both procedurally flawed and strategically counterproductive. Court rulings have so far been mixed, with a federal appeals court allowing the restrictions to remain in place for now, even as parallel litigation exposed divisions within the judiciary over how such cases should be handled.

The tone, however, has begun to shift—and the catalyst appears to be technological as much as political.

Anthropic’s unveiling of its Mythos model is believed to have reframed the debate. The system is widely described as a step change in capability, particularly in cybersecurity contexts, where it can identify vulnerabilities and simulate exploitation pathways with a level of sophistication that raises both defensive and offensive implications. Rather than releasing the model broadly, Anthropic opted for a controlled rollout under its “Project Glasswing” programme, inviting select partners, including JPMorgan Chase and cybersecurity firms, to stress-test the system and develop safeguards.

This approach appears to have resonated in Washington. By restricting access and emphasizing defensive use cases, Anthropic has sought to demonstrate that frontier AI can be deployed responsibly without ceding ground. For policymakers, the model’s capabilities also highlight a reality that complicates outright exclusion: tools of this sophistication are increasingly integral to cybersecurity, an area where the Pentagon faces constant and evolving threats.

Anthropic Chief Executive Dario Amodei met with senior administration officials last week in what both sides described as constructive discussions. The company said talks centered on shared priorities, including securing U.S. leadership in AI, strengthening cyber defenses, and establishing safety frameworks for advanced systems.

Trump’s latest remarks suggest a reconsideration by the Pentagon. His emphasis on “smart people” and potential collaboration points to a recognition that sidelining a leading AI developer comes with costs, particularly as global competition intensifies. However, his characterization of the company as aligned with “the radical left” indicates that political considerations remain intertwined with policy decisions.

The Pentagon’s initial ban was not absolute. Exemptions tied to national security needs allowed for limited engagement, signaling that even at the height of the dispute, there was acknowledgment of Anthropic’s technical value. What appears to be emerging now is a pathway toward conditional reintegration—one that would likely involve stricter oversight, clearer usage boundaries, and closer coordination with government stakeholders.

The broader context is a shifting regulatory landscape. Governments are still grappling with how to harness increasingly autonomous and capable AI systems without losing control over their application. The Anthropic case has become a test scenario, illustrating the tension between innovation and constraint, and raising questions about how much influence private developers should have over the use of their technologies in state functions.

Mythos has intensified that conversation. Its capabilities blur the line between defensive cybersecurity tools and offensive cyber potential, making governance more complex. U.S. government officials issued a warning to the banks executives, following the release of Mythos.

However, many see the White House’s current move as less a simple reconciliation than a renegotiation of terms. The initial rupture exposed a fundamental mismatch between the incentives of Silicon Valley and the imperatives of national security. The current shift suggests both sides are moving toward a more transactional arrangement.

Michael Egorov Expresses Frustration over DeFi Security, Calls for Broad Industry Coordination

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Curve Finance founder Michael Egorov has publicly called for industry-wide safety and security standards in DeFi, criticizing a recent wave of absolutely preventable hacks rooted in centralized single points of failure.

In a detailed post on X, Egorov expressed frustration that these incidents are damaging the sector’s credibility at a time when DeFi aims for mainstream adoption. He used a vivid example: an average grandma depositing life savings into Aave; one of the largest DeFi protocols, only to face withdrawal issues after an exploit involving rsETH linked to Kelp DAO that reportedly spread through dependencies like the LayerZero bridge.

Each party claimed their part was operating as intended, highlighting fragmented accountability. Over-reliance on centralized elements like multisigs, admin keys, oracles, bridges, or infrastructure configs creates avoidable risks that compound across protocols. He referenced roughly $750 million in DeFi hacks and exploits in a short period, many tied to such single points of failure rather than novel smart contract bugs.

Proposed Solution

The industry should collaboratively develop shared safety standards—a rulebook covering: How to build safely. How to verify safety beyond one-off audits. Best practices for configuring critical infrastructure. Reducing or distributing unavoidable single points of failure; drawing lessons from traditional finance’s handling of centralized risks.

He specifically suggested the Ethereum Foundation and Solana Foundation convene projects, auditors, risk teams, and developers to establish common principles and recommendations. When asked if Curve would publish its own formalized security and risk management practices first, Egorov replied that they need to formalize their rules but indicated it’s possible—positioning Curve as a potential early mover.

Egorov framed this as essential because DeFi is the future of the global financial system, but repeated lapses erode trust needed for mass adoption. He emphasized prevention over post-incident fixes and encouraged sharing best practices across teams rather than siloed learning. DeFi has long relied on independent audits, bug bounties, and protocol-specific risk management, but exploits often stem from interconnected dependencies or misconfigurations that audits miss.

A shared baseline could reduce repetition of common failures without stifling innovation or introducing heavy centralization, a concern raised in past regulatory debates. Egorov has previously advocated for high code quality standards comparable to space or nuclear industries, where failure is not an option.

This isn’t a new conversation—discussions around continuous monitoring, economic risk tools from firms like Gauntlet and better infrastructure configs have been ongoing—but Egorov’s high-profile call, tied to current incidents affecting major protocols like Aave, adds momentum. Whether foundations or the broader community act on it remains to be seen, but the push for collective standards reflects growing maturity in the space.

DeFi’s permissionless nature makes enforcement tricky, so any standards would likely be voluntary best practices rather than mandates. DeFi is the future of the World Financial System. Egorov ighlighted the damage from recent incidents; the rsETH exploit via LayerZero that froze withdrawals on Aave, with each party claiming operating as intended. This amount of absolutely preventable hacks we see in DeFi with root causes attributable to CENTRALIZED points of failure is enormous recently.

This damages our industry… Imagine an average grandma putting her life savings on Aave. And then BOOM, she cannot withdraw her funds… Are we industry of clowns? His solution is proactive and collective: Reduce single points of failure (SPOFs) wherever possible. Split trust when SPOFs are unavoidable.

Share best practices for infrastructure configuration and code verification. Develop unified DeFi safety standards — principles, rules, and recommendations for safe building and verification. He suggested the Ethereum Foundation and Solana Foundation could lead by convening ecosystem projects, auditors, and risk teams and even draw lessons from traditional finance on protecting unavoidable centralized elements.

Bitcoin Reclaims The $78,000 Price Zone as U.S And Iran Extend Ceasefire

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Bitcoin has surged back into bullish territory, reclaiming the $78,000 price zone as global risk sentiment improves following reports that the United States and Iran have agreed to extend their ceasefire arrangement.

President Trump yesterday disclosed to reporters that the extended cease-fire was because the Tehran government is seriously fractured. He further stated plans to keep the ceasefire in place until Iran comes to the table with a unified proposal to end the war.

This development has eased geopolitical tensions that recently weighed on financial markets, triggering renewed appetite for risk assets across the board.

As uncertainty around conflict de-escalation grows more stable, investors are rotating back into digital assets, with Bitcoin once again leading the charge.

Crypto has reportedly started outperforming traditional assets, with Bitcoin running ahead of the S&P 500 and gold over the past month as investors seek alternative assets.

BTC traded as high as $78,452, climbing above its 11-week high. Ethereum and Solana led gains among crypto majors on Wednesday. ETH rose 2.7% in the last 24 hours to around $2,400. SOL rose 2.6% over the last 24 hours, crossing $88.

MN fund founder and chief investment officer Michael van de Poppe, says the momentum behind Bitcoin could lead to heavier breakouts for altcoins.

Bitcoin’s current rebound above $78,000, currently trading at $78,198 at the time of this report, reinforces confidence that the broader crypto market may be entering a fresh upward momentum phase after recent volatility.

LMAX Group strategist Joel Kruger says, Bitcoin’s recent recovery suggests it could be transitioning away from prolonged weakness seen since the third quarter of  2025.

According to the Crypto Fear & Greed Index, a classic lagging indicator that uses a basket of factors to reflect the mood among investors, conditions are at their least negative since mid-January.

Fear & Greed measured 32/100 on Wednesday still within its “fear” zone while like BSI also approaching the “neutral” bracket. The Index value has nearly tripled in a little over a week.

According to new research from Grayscale, it points that Bitcoin may be starting to shake off the worst part of the downturn that began in October last year. The firm points to Feb 5 when BTC traded around $63,000, as a durable market bottom.

In Grayscale’s view, the rebound since that low has been meaningful. The firm’s Head of Research, Zach Pandl, said the BTC price bottomed at roughly $63,000 and has since climbed more than 20%, reaching about $76,000.

That level, he noted, is slightly above the average cost basis for recent buyers, which matters because it can reduce the incentive to sell after a drop. In other words, if many holders are no longer underwater, selling pressure may ease at a time when buyers are trying to regain control.

Also, Crypto analyst, Zynx, in a post on X, revealed where the Bitcoin price might be headed over the next few years using the Bitcoin Power Law. This law shows a steady upward trajectory, putting into perspective the performance of Bitcoin over a long period of time.

Using this Power Law, the crypto analyst lays out the first prediction, and that is that the Bitcoin price will end up hitting $145,000 in 2026.

This would mean that the digital asset would complete an over 100% rally in order to hit this target, suggesting that there is another bull run coming this year.

The Bitcoin power law usually focuses on the long-term outlook of the cryptocurrency, often taking a more bullish route due to the length of time that it predicts over. Mostly, it uses historical performances to predict how high the Bitcoin price could go.

Over time, the Power Law has pointed to the Bitcoin price crossing $100,000, which it eventually did, and as the price has risen, so has the Power Law forecasts.

Outlook

Looking ahead, Bitcoin’s trajectory now hinges on whether macro stability and institutional inflows can sustain current momentum.

If geopolitical tensions continue to cool and ETF demand remains strong, BTC could consolidate above the $75,000–$78,000 range and build a base for a broader rally.

However, short-term volatility is still likely. Sentiment remains fragile as reflected in the Fear & Greed Index, and any renewed geopolitical escalation or liquidity tightening could trigger sharp pullbacks.

On the upside, sustained breaks above recent highs may open the door for a retest of higher resistance zones, with analysts increasingly watching the $85,000–$90,000 region as the next major psychological area.

Beyond that, the longer-term bullish structure remains intact, with many market participants still positioning for a multi-month expansion phase if current macro tailwinds persist.

Malacca Strait Emerges as Next Flashpoint as Hormuz Disruption Ripples Across Global Trade

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The effective closure of the Strait of Hormuz is beginning to reverberate far beyond the Middle East, redirecting focus to the Strait of Malacca, a corridor that underpins the flow of goods and energy into Asia’s industrial core.

What initially appeared as a regional disruption is now being reassessed as a potential systemic risk to global trade architecture.

The Malacca Strait carries roughly 40% of global traded goods and more than 35% of seaborne oil, making it one of the most heavily trafficked maritime routes in the world. Its importance is magnified by the absence of viable substitutes.

For many vessels, particularly oil tankers servicing China, Japan, and South Korea, Malacca represents the most efficient route between the Indian and Pacific Oceans. Any disruption would force detours through longer, costlier passages such as the Lombok or Sunda straits, adding days to shipping times and increasing freight and insurance costs.

What distinguishes the current moment is the convergence of geopolitical stress points. Analysts say the strain on Hormuz has exposed how concentrated global trade flows are through a handful of chokepoints.

With tensions persisting, attention has shifted to whether similar pressure, whether direct or indirect, could emerge in Southeast Asia. The concern is not necessarily a coordinated blockade, but the cascading effects of heightened military presence, strategic signaling, and risk aversion among commercial operators.

The Malacca Strait is structurally more vulnerable than Hormuz in certain respects. Narrower in key sections and congested with dense traffic, it offers limited room for error. A single incident, whether accidental or deliberate, could disrupt flows significantly. Piracy, maritime accidents, or even cyber interference with navigation systems are all considered plausible risks in a heightened security environment. In such a scenario, disruption need not be prolonged to have outsized economic consequences.

Energy markets would be particularly exposed. With Hormuz already constrained, any friction in Malacca would compress supply chains further, potentially triggering price volatility and forcing Asian importers to draw more heavily on reserves. Refiners in the region, which rely on just-in-time delivery models, could face feedstock shortages, while shipping bottlenecks would ripple into petrochemicals and manufacturing supply chains.

There is also a financial dimension. War-risk insurance premiums for vessels transiting critical chokepoints have already risen in response to the Middle East conflict. A perceived escalation risk in Malacca could push premiums higher still, effectively increasing the cost of global trade. Shipping companies may respond by rerouting or delaying cargoes, tightening supply in key markets and amplifying price pressures.

Regional governments are acutely aware of these risks. The Maritime and Port Authority of Singapore said Indonesia, Malaysia and Singapore have reaffirmed their commitment to keeping the Straits of Malacca and Singapore open and secure.

“As one of the world’s busiest shipping lanes, safety in the SOMS depends on both reliable infrastructure and sustained international cooperation,” the MPA said.

This pledge, made during the 34th Meeting of the Aids to Navigation Fund Committee, reflects a coordinated effort to maintain operational stability in a corridor that is central to global commerce. The initiative, supported by the International Maritime Organization, focuses on navigational safety, infrastructure resilience, and information-sharing.

Still, the environment is becoming more complex. The recent transit of the USS Miguel Keith through the strait underscores the growing military visibility in the region. While described by U.S. officials as routine and consistent with international law, such movements are being interpreted within a broader context of power projection and deterrence.

The vessel’s capabilities, as a floating command base supporting helicopters, small craft, and troop deployments, highlight the operational flexibility that major powers are positioning along key maritime routes.

This evolving posture raises the prospect of the Malacca Strait becoming a theatre for strategic signaling, even in the absence of direct conflict. Increased naval patrols, surveillance operations, and exercises could alter the operating environment for commercial shipping, introducing friction that markets would quickly price in.

The broader implication is a reordering of how risk is assessed in global logistics. For decades, chokepoints like Malacca have been treated as stable arteries, underpinned by international norms and regional cooperation. The current situation challenges that assumption. As geopolitical rivalries intensify, these corridors are increasingly viewed as leverage points within a fragmented global system.

The lesson Policymakers and investors are expected to draw from this is that supply chain resilience can no longer be separated from geopolitical risk management. Diversification of shipping routes, investment in alternative infrastructure, and strategic stockpiling are likely to gain urgency.

China’s long-standing concern over its “Malacca dilemma”, its heavy reliance on the strait for energy imports, may also come back into sharper focus, potentially accelerating efforts to expand overland pipelines and alternative maritime routes.

What is emerging is not an immediate crisis in the Malacca Strait, but a shift in perception. The disruption in Hormuz has acted as a stress test, revealing how quickly confidence in critical trade corridors can erode.

Amazon Expands Into Obesity Care With GLP-1 Program, Bringing Logistics Playbook to Healthcare

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Amazon is expanding further into healthcare, launching a GLP-1 management programme that embeds high-demand weight-loss treatments into its primary care and pharmacy ecosystem, signaling a deeper push to control how patients access, manage, and pay for chronic therapies.

Delivered through Amazon One Medical and Amazon Pharmacy, the offering combines virtual consultations, in-person care, prescription fulfilment, and ongoing medication management. The structure denotes a deliberate shift away from one-time prescriptions toward a longitudinal care model, positioning obesity as a chronic condition requiring continuous oversight.

“Providing customers with fast, convenient medication access and clear, transparent pricing is integral to how Amazon Pharmacy is transforming the pharmacy experience,” said Tanvi Patel, vice president and general manager of Amazon Pharmacy. “By expanding access to the latest GLP-1 medications with upfront, clear pricing, we’re making it easier for customers to get the treatments their health care providers prescribe and to stay on those medications because they are delivered reliably directly to patients.”

The programme gives patients access to leading GLP-1 therapies, including Wegovy from Novo Nordisk and Zepbound from Eli Lilly, alongside newer oral alternatives. Pricing starts at $25 per month for insured users, while cash-pay options begin at $149 for oral drugs and $299 for injectables, broadly in line with prevailing market rates.

Amazon’s differentiation lies less in price than in execution. By integrating prescribing, dispensing, and delivery, the company reduces friction at each step of the patient journey, a factor that has historically limited adherence to GLP-1 therapies. These drugs often require long-term use to maintain weight loss, making retention and convenience central to commercial success.

The company is also extending same-day medication delivery, targeting 4,500 cities by the end of 2026. That scale could materially alter competitive dynamics, particularly in a market where delays in access and refill complexity can lead to discontinuation. Amazon is complementing this with on-demand renewals priced at $29 for messaging and $49 for video consultations, effectively lowering the threshold for ongoing engagement.

The logic is consistent with Amazon’s broader healthcare approach: capture high-frequency patient interactions and build a recurring revenue base around chronic conditions. GLP-1 therapies, with their sustained usage patterns and high demand, provide a natural entry point. Once patients are integrated into the system, Amazon can expand into adjacent services, from diagnostics to broader primary care.

The market reaction underscores the perceived disruption. Shares of companies exposed to the obesity treatment ecosystem, including Hims & Hers Health, Viking Therapeutics, Amgen, and Septerna, declined following the announcement, reflecting concerns that Amazon’s scale and logistics could compress margins and erode differentiation.

The implications extend beyond telehealth, also. Traditional pharmacy benefit managers and retail pharmacies may also face pressure as Amazon bypasses intermediaries and builds a more direct relationship with patients. Over time, this could shift bargaining power toward platforms that control both distribution and patient access.

The development is double-edged for drugmakers because expanded access through Amazon’s network could accelerate adoption and volume growth. However, as Amazon consolidates patient relationships, it may gain leverage in pricing negotiations and formulary placement, particularly if it succeeds in aggregating demand at scale.

The broader context is a rapidly expanding obesity drug market. Analysts project global GLP-1 sales to reach tens of billions of dollars annually, driven by rising obesity rates and increasing clinical validation. Yet the market remains constrained by supply limitations, insurance coverage variability, and questions around long-term adherence.

Amazon’s model is designed to address at least one of those constraints: continuity of care. The company is attempting to improve adherence, which in turn supports both clinical outcomes and revenue predictability. There is also a data dimension. Integrating care delivery with pharmacy operations gives Amazon visibility into patient behavior, treatment patterns, and outcomes. Over time, that data could inform personalized treatment pathways, pricing strategies, and partnerships with pharmaceutical companies.