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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

THE 10 AM DROP: HOW JANE STREET BROKE BITCOIN'S PRICE

Beginning in late 2024 and accelerating through 2025, Bitcoin's price experienced sudden and sharp sell-offs every trading day at 10 AM Eastern, coinciding with the US stock market open. The drops were precise, algorithmic, and wildly disproportionate to the broader market conditions. They wiped out leveraged long positions, triggered cascading liquidations, and then reversed within hours. These dumps stopped the moment Jane Street had lawyers looking over its shoulder due to the Terraform Labs lawsuit, and they started again in Q3 2025 when the heat died down.

CRITICAL VULNERABILITY IN META MANUS AI AGENT ENABLES ZERO-CLICK INDIRECT PROMPT INJECTION

SilentBridge is a family of CVSS 9.8 zero-click indirect prompt injection vulnerabilities in Meta's Manus AI agent that allowed hidden instructions in web pages, search results, and documents to hijack high-privilege agent capabilities, including Gmail access, code execution, and root-level container control. Researchers demonstrated full exploit chains in which benign actions, such as “summarize this page,” triggered Gmail data exfiltration, the establishment of a reverse shell with passwordless sudo escalation, public exposure of internal code-server tooling, and cross-tenant media access via unauthenticated CDN paths. Manus deployed mitigations following responsible disclosure, but the findings highlight a systemic trust-boundary failure affecting any agentic AI platform that allows untrusted content to influence privileged tool invocation without isolation or user consent.

ANTHROPIC'S PENTAGON SHOWDOWN IS ABOUT MORE THAN AI GUARDRAILS

Anthropic has the most constrained use age policy of all of the AI companies working on US military applications. It has a host of limitations on the use of its technology intended to prevent broader societal harm that includes core tenets such as 'Do Not Develop or Design Weapons' and 'Do Not Compromise Computer or Network Systems'. However, there are signs that the company's safety commitments are slipping. The Pentagon's threat to potentially remove Anthropic from the supply chain could be almost fatal to the business.

ALPHABET-OWNED ROBOTICS SOFTWARE COMPANY INTRINSIC JOINS GOOGLE

Alphabet-owned robotics company, Intrinsic, is joining Google to unlock the promise of physical AI for a much broader set of manufacturing businesses and developers. It will remain a distinct entity within Google but work closely with Google DeepMind and tap into Google's Gemini AI models and cloud services. Intrinsic announced a joint venture with Foxconn in October that involves the two companies working together on general-purpose intelligent robots to transform how electronics are manufactured, with the goal of full factory automation. The company is now working towards those goals with closer collaboration with Google's AI prowess.

WAYVE, AN AI DRIVERLESS CAR START-UP IN EUROPE, RAISES $1.2 BILLION

Wayve has raised $1.2 billion in a deal that values the London-based autonomous vehicle software startup at $8.6 billion. The funding, which could grow to $1.5 billion if it hits certain performance targets, is one of the largest amounts raised by a European startup. Wayve expects to have its driverless taxis on the road for customers this year through a commercial trial with Uber. Consumer vehicles incorporating its technology will be available to buy by 2027.

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