🤖 Will the AI make you dumb?

The lending wars are being fought on the wrong battlefield. While everyone debates APYs and TVL rankings, one protocol is quietly trying to become the infrastructure nobody sees, but everyone runs on. Meanwhile, Saylor is signaling his next buy and needs retail to actually show up. And if you've been glued to charts all week, there's a reason you feel exhausted and it's not the market.

This week's edition covers:

• Surfing the Markets, with RWA and ETH.

• Don't miss why the Royal Observatory is warning about AI and Saylor's next BTC move and the proxy vote most retail holders are ignoring.

• Morpho is under the spotlight.

• A deep dive into the psychological cost of always being connected to the market.

200,000 new RWA holders since the start of 2026.

Tokenized real world assets continue to scale:

ETH failed to defend the local uptrend support after the rejection on the horizontal range:

Royal Observatory: AI Might Be Making Us Dumber

The institution that helped map the heavens over 350 years has a pointed message for the AI era and it's not what Silicon Valley wants to hear. This isn't a technophobe rant. It's a reminder about what curiosity actually produces.

• Royal Museums Greenwich director Paddy Rodgers warns that relying on instant AI answers risks eroding "the habits of questioning and evaluation that underpin knowledge, expertise and innovation".

• Early Observatory astronomers collected vast data sets for purposes they couldn't anticipate, work a machine "would not do", which ended up validating navigation theories 150 years later.

• Reid Hoffman offers the counter-argument: use AI as a sparring partner ("What's wrong with my idea?") rather than an answer machine.

An Oxford Brookes lecturer drew the line clearly, AI used to direct attention is valuable; AI used to "outsource thinking" exposes its limits

The concern isn't AI itself. It's the default mode. When the tool does the thinking, the human skips the friction and friction is where learning lives. Worth remembering next time you reach for the chatbot before attempting the problem yourself.

Saylor Signals Another Bitcoin Buy and Needs Retail Voters

Two moves from Strategy this Sunday: one familiar, one less so. The BTC accumulation machine is running as expected, but there's a proxy fight brewing that most retail holders haven't shown up for yet.

• Saylor posted his signature bubble chart from StrategyTracker.com, the consistent pre-purchase signal, suggesting a new buy is coming this week.

• Strategy currently holds 818,869 BTC worth approximately $67.2 billion at a price of $77,996.91 at time of publication.

• The company is pushing retail shareholders to vote before the June 8 deadline on a proposal to shift STRC perpetual preferred stock dividends from monthly to semi-monthly payouts, citing better liquidity and price stability.

• 80% of STRC is held by retail investors, but historically retail only votes around 29% of shares versus ~77% for institutional holders, making this vote far from certain

Saylor is doing everything short of knocking on doors: social media blitz, a live Q&A with CEO Phong Le on Wednesday moderated by Natalie Brunell, and shareholder question submissions in advance. The BTC buy is table stakes at this point. The real question is whether retail actually shows up to vote.

Project Research: MORPHO

Origin
Morpho didn't start by trying to replace Aave or Compound. It started by trying to make them better. The original thesis was simple: pooled lending models waste capital. Matching lenders and borrowers more precisely should produce better rates for everyone.

That thesis evolved. What began as an optimization layer eventually became Morpho Blue a lightweight, immutable lending primitive built from the ground up. The pivot mattered. Morpho stopped thinking like an app and started thinking like infrastructure.

Operative
The core of Morpho is Morpho Blue an immutable smart contract framework where anyone can spin up an isolated lending market with custom parameters: collateral asset, loan asset, liquidation thresholds, oracle, and interest rate model. No permission needed.

The isolation piece is important. In traditional pooled lending, one bad asset can stress the entire protocol. Morpho walls off each market individually. Contagion doesn't spread because there's nothing connecting the markets systemically.

For passive lenders who don't want to manage any of this manually, MetaMorpho vaults handle the heavy lifting automatically routing liquidity across markets to optimize yield while managing risk exposure.

The capital efficiency angle is real too. Better liquidity routing translates to higher yields for lenders and lower costs for borrowers compared to older architectures. That's not marketing, that's just math.

But the most underrated part of Morpho's design is what it means for builders. APIs, SDKs, and white-label integration mean developers and institutions can plug Morpho's lending engine directly into their own products without users ever knowing Morpho is underneath. That's how infrastructure compounds.

Governance sits with MORPHO token holders protocol decisions, treasury direction, ecosystem parameters.

Summary

Morpho isn't trying to win the lending app wars. It's trying to become the credit layer that future lending apps are built on. That's a different game entirely.

The isolated market architecture, permissionless deployment, and builder-first tooling put it in a position most lending protocols aren't even competing for. As onchain credit matures particularly toward institutional use the protocol that wins may not be the one with the best UI. It might be the one nobody sees because it's running everything underneath.

Competitors

The obvious comparisons are Aave, Compound, and Spark Protocol. All three are established, battle-tested, and hold significant liquidity.

Where Morpho separates itself is in the architecture and the target market. Isolated markets, permissionless creation, and an infrastructure-first model aren't features Aave was built around. Morpho is going after builders and institutions as much as end users and that positioning creates a different competitive surface entirely.

The Psychological Cost of Always Being Connected to the Market

There’s a famous quote from the great Jesse Livermore that says “The market only interests me from 10 to 4.” He was referring to the fact that once the market closed, he stopped thinking about his positions and focused on other things. Today, that feels almost impossible in a world where markets operate nearly 24/7.

What Livermore said is fundamental if we want to avoid mentally burning ourselves out, but it’s also much harder to apply nowadays. On one hand, markets trade almost nonstop (not to mention crypto, which literally never closes), and on the other, access to information becomes easier every single day.

Let’s go through a few points that I think are important about this topic.

The Market Is Designed to Trap Us

We consume market content constantly, and that naturally leads us to trade more than we should. We live in an era where the market has become entertainment thanks to social media.

The list is endless:

• Charts.

• Discord.

• Spaces.

• X.

• Notifications.

• Breaking news.

The brain doesn’t really differentiate between watching and participating. You may not even be trading, but if you’re exposed to market information 16 hours a day, the psychological exhaustion is very similar.

The Illusion of Productivity

One of the biggest mistakes traders make is believing that more screen time means more productivity and therefore better results… when in reality, it’s often the exact opposite.

Doing this increases overtrading and emotional reactions, leading to a loss of objectivity and forced setups. Nothing good comes out of that, and certainly not good trades.

Our Brain Wasn’t Built for This

For the human brain, volatility, losses, and excessive risk are interpreted as threats.

This becomes even worse in crypto, where the market doesn’t close, not even when we’re celebrating New Year’s Eve.

The result is emotional exhaustion, even without trading and sometimes even while making money. Imagine what happens when losses arrive.

Information Overload

Too little information is bad for decision-making, but too much information can be just as dangerous, or even worse.

Why? Because it pushes us into decisions we probably wouldn’t make otherwise, exposing us to risks that didn’t even exist before.

Excessive input creates contradictions in our analysis, constant need for confirmation and outside bias contaminating our ideas. A chart we initially considered bullish can suddenly look bearish after reading five negative opinions on X.

Good Traders Don’t Live Glued to the Screen

The stereotype of the trader surrounded by six monitors is mostly a myth.

Great traders usually wait a lot, trade less, follow strict rules and know when NOT to watch the market.

We don’t just have monetary capital, we also have psychological capital. And since every decision comes from that mental state, managing it is just as important as managing the money in our accounts.

Opportunities on Every Day

Many traders lose one opportunity and react as if it were the last train leaving the station.

What they forget is that another train arrives five minutes later, full of new opportunities for those who know where to look.

This is also why many people fall into revenge trading. They miss a trade or lose money and immediately force another setup trying to recover what was “not earned.” That’s the perfect recipe for failure.

Conclusion

In an overstimulated world, disconnecting is no longer optional, it’s mandatory.

People who are capable of disconnecting from the market, whether through sports, travel, hobbies, reading, or anything else, have a competitive advantage that will pay off in the long run.

Because in the end, surviving psychologically is just as important as surviving financially.

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