13 Apr, 2026

Log 009 - The Week AI Became a Weapon

Anthropic built an AI model so good at hacking it found thousands of vulnerabilities in every major operating system and web browser - then refused to release it. Iran started demanding Bitcoin from oil tankers passing through the Strait of Hormuz, making cryptocurrency a sovereign toll mechanism at the world's most important shipping lane. The Artemis II crew splashed down in the Pacific after humanity's first lunar voyage in over half a century. And Apple shelved Vision Pro 2 to build smart glasses that compete with Meta's Ray-Bans - testing four frame designs for a 2027 launch.

In This Log

1. The Model Too Dangerous to Release (AI)

On April 7, Anthropic launched Project Glasswing - a restricted deployment of its unreleased model Claude Mythos Preview to a handpicked group of tech and cybersecurity companies. 1 Mythos sits in a new tier above Opus and Sonnet. It is not available to the public. Anthropic says it will not be, until safeguards exist that can control its most dangerous capabilities.

In internal testing, Mythos autonomously discovered thousands of zero-day vulnerabilities across every major operating system and every major web browser. 2 The oldest was a 27-year-old bug in OpenBSD, an operating system known primarily for its security. A 16-year-old vulnerability in FFmpeg's H.264 codec had survived five million hits from other automated testing tools without ever being detected. Mythos found it. It also autonomously chained together multiple Linux kernel vulnerabilities to escalate from ordinary user access to complete machine control.

Engineers at Anthropic with no formal security training asked Mythos to find remote code execution exploits overnight and woke up the following morning to working exploits. 3 Where Opus 4.6 developed working exploits twice out of several hundred attempts on Firefox vulnerabilities, Mythos succeeded 181 times on the same benchmark.

Project Glasswing partners include Amazon, Apple, Google, Microsoft, NVIDIA, JPMorgan Chase, CrowdStrike, and Palo Alto Networks. 4 Anthropic committed $100 million in usage credits. Over 40 additional organizations received access. OpenAI is reportedly finalizing a comparable model internally called Spud. 5

Why it matters

This is the first time an AI lab has built a model it considers too dangerous to release because of offensive cyber capability. Not hypothetical risk. Demonstrated capability, with working exploits generated autonomously against real software. If Mythos can do this, the next generation of models from every major lab will too. The question is no longer whether AI can hack at scale. It is how fast defenders can patch before attackers gain access to equivalent models. Shares in CrowdStrike, Palo Alto Networks, Zscaler, SentinelOne, Okta, and Tenable fell between 5 and 11 percent in the days following the Mythos leak. 30

Reality check

Security firm AISLE tested Mythos's showcase vulnerabilities on small, cheap, open-weight models and found that eight out of eight detected the flagship FreeBSD exploit, including a model with only 3.6 billion parameters. 6 The moat may be in the system and scaffold, not the model itself. Mythos is a wake-up call, but AI-driven cybersecurity capability was already spreading before this announcement.

2. Bitcoin at the Strait of Hormuz (Crypto)

Iran began demanding cryptocurrency payments from oil tankers transiting the Strait of Hormuz during the two-week ceasefire with the United States. The rate is $1 per barrel of oil on board. A fully loaded supertanker carrying two million barrels pays roughly $2 million in Bitcoin before being cleared for passage. 7

Ships must email cargo details to Iranian authorities. Once Iran completes its assessment, vessels are given a few seconds to pay in Bitcoin. 8 The IRGC administers the system. Iran's parliament codified it into law through the Strait of Hormuz Management Plan, approved March 30-31. 9 At current traffic levels, the toll system could generate up to $20 million per day from oil tankers alone, with $600 to $800 million per month possible if liquefied natural gas vessels are included.

Iran cannot use USDT. Tether has frozen over $3.3 billion in wallets to date, including IRGC-linked funds. Stablecoins can be seized. Bitcoin cannot. 10 That is why a sanctioned state chose it over every other form of money available.

Why it matters

A sovereign nation has written Bitcoin into law as a toll mechanism at the shipping lane that carries 20 percent of the world's oil and LNG. This is not speculation about Bitcoin as money. It is Bitcoin functioning as money at the most critical chokepoint in global trade, chosen specifically because no government, company, or protocol can freeze or reverse the transaction. Iran's Houthi allies are already running a similar selective transit system at Bab al-Mandeb in the Red Sea. If crypto tolls spread there too, two of the world's most important shipping lanes will run on cryptocurrency.

Reality check

On the first day of the ceasefire, only five ships made it through - none of them oil tankers. Trump called a joint U.S.-Iran toll venture "a beautiful thing" while the White House separately said the ceasefire requires the strait open without tolls. The two positions directly contradict each other. The system's durability depends on a war that has already defied every prediction.

3. Artemis II Comes Home (Space)

The Artemis II crew splashed down in the Pacific Ocean off San Diego at 8:07 p.m. EDT on April 10, completing a nearly ten-day journey that took four astronauts around the moon and back. 11 Commander Reid Wiseman, pilot Victor Glover, Christina Koch, and Jeremy Hansen traveled 694,481 miles total. At their farthest point they reached 252,756 miles from Earth - surpassing the Apollo 13 distance record by over 3,000 miles. 12

During their April 6 lunar flyby, the crew captured more than 7,000 images of the lunar surface, including far-side features never seen by human eyes. 13 They documented a total solar eclipse from lunar orbit. In the mission's most emotional moment, the crew asked permission to name two lunar craters - one after their spacecraft Integrity, and one after Commander Wiseman's late wife, Carroll.

The capsule reentered Earth's atmosphere at Mach 33, endured 3,000 degrees Fahrenheit of heating, and completed a textbook splashdown. 14

Why it matters

Artemis II was a test flight. Every system that future crews need to land on the moon was evaluated with humans on board for the first time. Orion worked. The heat shield held. Life support sustained four people for ten days in deep space. Artemis IV, which will attempt a crewed landing near the lunar south pole, is targeted for 2028.

Reality check

The mission was not without issues. Valve problems hit both the drinking water and propulsion systems. The service module will need a valve redesign before Artemis III. NASA has a tight turnaround and a program budget under pressure from competing priorities.

4. Apple Abandons the Headset (XR)

Apple is shelving Vision Pro 2 to prioritize smart glasses. The company is testing four frame designs - large rectangular, slim rectangular, large oval, and small oval - with a possible unveiling at the end of this year and sales in 2027. 15 The frames use acetate, a material Apple chose for durability and what it calls an "instantly recognizable" premium look. Color options include black, ocean blue, and light brown. One design reportedly mirrors the slim rectangular frames worn by CEO Tim Cook. 16

The first generation will not have an AR display. Instead, Apple is building camera-forward glasses with high-resolution photo and video capture, Visual Intelligence for real-time object recognition and translation, an overhauled Siri capable of contextual reasoning, and spatial audio through AirPods integration. 17 The glasses run on a custom chip derived from Apple Watch architecture. Pricing is expected between $300 and $800 - a fraction of the Vision Pro's $3,499.

Apple paused the lightweight Vision Pro successor, internally called Vision Air, to redirect engineering resources toward the glasses project. The company has been studying Meta's Ray-Ban smart glasses as a competitive benchmark and now aims to beat them on build quality, ecosystem integration, and AI capability. 18

Why it matters

Apple is conceding that the future of spatial computing starts on your face as glasses, not strapped to your head as a visor. Vision Pro showed the technology but failed on adoption - too heavy, too expensive, too isolating. The pivot to camera-first glasses without a display is Apple admitting that utility and wearability matter more than immersion right now. If Apple ships even one model that looks like normal glasses and works seamlessly with the iPhone, it changes the trajectory of the entire XR market. Snap, Samsung, Google, and Meta are all racing for the same launch window.

Reality check

These details come from a single source and Apple has not confirmed any product. The four-design approach could mean the company has not yet committed to a single direction. Camera-forward glasses without a display are a step backward from what Vision Pro promised. And Apple's track record on shipping wearables on schedule is mixed - AirPods shipped on time, but Vision Pro was years late and the Apple Car was canceled entirely.

Signals

The New York Times Names Adam Back as Satoshi Nakamoto

The New York Times published a 12,000-word investigation identifying Blockstream CEO Adam Back as the most likely person behind Satoshi Nakamoto. 19 Three separate AI-assisted writing analyses of 134,308 posts from cypherpunk mailing lists returned Back as the closest match. Back shared 67 of 325 distinct hyphenation errors found in Satoshi's writing, nearly double the next closest suspect. Back denied it. Satoshi's 1.1 million BTC has not moved since Bitcoin's earliest days. 20

Morgan Stanley Launches First Bank-Issued Bitcoin ETF

Morgan Stanley debuted the Morgan Stanley Bitcoin Trust (MSBT) on April 8 - the first spot Bitcoin ETF ever issued by a U.S. bank. 21 The fund charges 0.14 percent, undercutting BlackRock's IBIT at 0.25 percent. $34 million in first-day trading. Morgan Stanley plans a Solana ETF in Q3. 22

Meta Releases Muse Spark Under New AI Chief

Meta released Muse Spark, its first major model built under Alexandr Wang after the $14 billion Scale AI acquisition. 23 Proprietary - breaking from the open-source Llama strategy. Meta Superintelligence Labs rebuilt the entire AI stack in nine months. AI capex projected at $115 to $135 billion for 2026.

Sam Altman's Home Attacked Twice in Three Days

A 20-year-old threw a Molotov cocktail at Sam Altman's San Francisco home at approximately 3:45 a.m. on April 10, then threatened to burn down OpenAI's headquarters. He was arrested. 24 Altman linked the attack to a recent article, saying he had underestimated the power of words. Two days later, a second attack on the same property involved a firearm discharge from a passing car. Two more suspects were arrested. 25

OpenAI Confirms Cybersecurity Model Coming

OpenAI is finalizing a model internally called Spud that could match Mythos in cybersecurity capabilities. 26 It will be released only to a small group of companies through OpenAI's existing Trusted Access for Cyber program.

Bessent and Powell Summon Bank CEOs Over AI Cyber Risk

Treasury Secretary Bessent and Fed Chair Powell convened an emergency meeting at Treasury headquarters with CEOs of Citigroup, Morgan Stanley, Bank of America, Wells Fargo, and Goldman Sachs to assess cybersecurity readiness ahead of Mythos. 27 JPMorgan's Jamie Dimon was invited but could not attend.

The AI Bubble Deflated and Nobody Noticed

No crash, no Lehman moment. AI stock valuations compressed orderly over nine months while earnings hit records. 28 Nvidia's stock stagnated three quarters despite record revenue. PwC separately found that 74 percent of AI's economic value is captured by just 20 percent of companies. 29

Meta and Anthropic Sign Major CoreWeave Deals

Meta committed $21 billion to CoreWeave through 2032 for AI cloud capacity. 31 The next day, Anthropic signed a multi-year deal to power Claude on CoreWeave infrastructure. 32 CoreWeave stock jumped 11 percent. Nine of the ten leading AI model providers now use CoreWeave's platform.

Bhutan Continues Selling Bitcoin While Strategy Absorbs Everything

Bhutan's holdings have dropped from 13,000 BTC to 3,954 since October 2024, with $215.7 million moved out this year alone. 33 Meanwhile, Strategy holds 766,970 BTC and has absorbed more supply than every other company sold combined across 13 consecutive weeks of buying.

CorTec Receives FDA Breakthrough Designation for Stroke BCI

German company CorTec received Breakthrough Device Designation from the FDA for its Brain Interchange system - the first brain-computer interface to receive this designation specifically for stroke motor rehabilitation. 34

Meta-Thread

The same week a sanctioned state chose Bitcoin because it is the only money no one can freeze, an AI lab chose not to release a model because it is the only tool that can hack everything. The tension between what cannot be controlled and what must be controlled defined every major story this week. Bitcoin's value proposition at Hormuz is precisely that no authority can intervene in the transaction. Mythos's threat is precisely that no defender can keep pace with autonomous exploitation. Both are consequences of building systems designed to operate beyond human override. The question these technologies now share is whether the world adapts its institutions to match, or discovers the hard way that it cannot.

Next Log drops next week.

© 2026 AELIUM // Nothing here is advice // readable by humans and agents