Publisher’s Note: Before we get into today’s piece, a quick note.
We don’t send many guest contributions. When we do, it’s because the work cuts through the noise in a way that matters.
Today’s article is from Keith Kaplan.
Keith is CEO of TradeSmith and has spent years building systems designed to uncover patterns in markets most investors simply can’t see. What he lays out here ties directly into a shift we’ve been watching closely — how AI is changing not just technology, but how markets move.
It’s worth your attention.
-Elizabeth Cox
100x more important than the Strait of Hormuz
By Keith Kaplan, CEO, TradeSmith
The most important story in the world right now isn’t the Strait of Hormuz…
…or the price of oil…
…or the Epstein files.
It’s 100x more important than all of that.
It’s a crash program called Project Glasswing that brings together top finance officials from the federal government and the CEOs of some of America’s most powerful corporations.
What sparked it is a new frontier model called Mythos from Anthropic, the private firm behind Claude AI. By every measure, Mythos is the most capable AI model ever built – and what it can do is genuinely alarming.
It can read the source code of the software running your bank, your hospital, even your power grid… and find security flaws that human experts have missed for decades.
As just one example, Mythos discovered a flaw in OpenBSD – a system that runs sensitive firewalls, government networks, and critical infrastructure – that its human developers had missed over 27 years of detailed security audits.
Then it wrote the code to exploit it… autonomously… on the first try.
As Anthropic put it in a press release on 7 April, Mythos reveals a stark fact about the state of AI in 2026…
AI models have reached a level of coding capability where they can surpass all but the most skilled humans at finding and exploiting software vulnerabilities.
When Washington leaders caught wind of this, they knew they had to move quickly.
Find the flaws…
Treasury Secretary Scott Bessent and Fed Chair Jerome Powell summoned the CEOs of Citigroup, Morgan Stanley, Bank of America, Wells Fargo, and Goldman Sachs to the Treasury Building – steps away from the White House’s East Wing.
Anthropic announced Project Glasswing the same day. Eleven launch partners – Amazon, Apple, Google, Microsoft, JPMorgan Chase, Cisco, NVIDIA, Broadcom, CrowdStrike, Palo Alto Networks, and the Linux Foundation – would get early access to Mythos.
Anthropic committed up to $100 million in usage credits. The mission: find the flaws before someone else weaponised a model like this one.
This may sound like the plot of a Hollywood movie. But Glasswing is very real. And what it tells us about AI’s capabilities has implications that reach well beyond cybersecurity – into every investor’s portfolio.
That makes it more important than ever to know where and when to invest… and more importantly, when to step away to protection.
All the best,
Keith Kaplan
CEO, TradeSmith
