Varrock Bank Daily Digest โ February 13, 2026
๐ค AI NEWS
1. Google DeepMind launches Aletheia โ autonomous research agent
DeepMind unveiled Aletheia, an AI agent that graduated from math competitions to making fully autonomous professional research discoveries. This is a step-change in what agents can do independently.
2. Gemini 3 Deep Think scores 84.6% on ARC-AGI-2
Google's latest model shattered benchmarks on "Humanity's Last Exam" and ARC-AGI-2, reigniting AGI discourse. The jump from previous scores is significant enough to change capability expectations.
3. Claude Cowork lands on Windows + ongoing market impact
Anthropic shipped Claude Cowork for Windows (70% of desktops), weeks after its open-source plugins wiped $285B off SaaS stocks. The "SaaSpocalypse" narrative continues โ AI agents are replacing entire software categories.
4. Coinbase launches Agentic Wallets for AI agents
Coinbase debuted wallets purpose-built for AI agents โ enabling autonomous spending, trading, and yield-earning on-chain. "We're moving from AI agents that advise to agents that act." โ Coinbase engineering.
5. AI monetization doubts trigger tech selloff
Reuters reports AI has shifted from "lifting all boats to sinking ships" in markets. Weak US employment data + AI monetization uncertainty caused broad tech selling globally.
๐ช CRYPTO NEWS
1. Bitcoin at $67K, Ethereum at $1,967 โ broad pullback
Markets sliding on macro headwinds: US inflation report due today, stablecoin bill passage odds dropped to 56% on Polymarket (from 72%), and $8B pulled from spot BTC ETFs since October.
2. Starknet hosts "Bitcoin Beyond L1" โ BTCFi push
Starknet's Founder Series with Atomiq Labs today focuses on swapping native BTC to Starknet/Solana and cross-chain interoperability. The BTCFi narrative is gaining steam.
3. EU Parliament endorses Digital Euro
First major backing from EU Parliament (Feb 10), supporting both online and offline versions. ECB pilot already attracting payment service providers. This will reshape European DeFi dynamics.
4. Ethereum ETF sees $113M outflow
Investor caution continues as ETH tests $1,980 support. Standard Chartered slashed its end-2026 ETH target from $7,500 to $4,000. Meanwhile, Ethereum L1 is becoming the top choice for DeFi projects post-Fusaka upgrade.
5. CZ calls for Bitcoin super cycle thesis
Binance's former CEO argues institutional liquidity + regulation could decouple BTC from the traditional 4-year halving cycle. Hong Kong SFC calls 2026 a "defining stage" for crypto liquidity.
๐ OTHER
1. Markets under pressure โ AI + macro double hit
Wall Street weak after poor jobs data. Bloomberg: "Shares remained under pressure as AI-related concerns triggered selloffs in US tech stocks." Gold and silver rebounding as safe havens.
2. Portugal bucks far-right trend โ Socialist president wins
Antรณnio Josรฉ Seguro won Portugal's presidential runoff 66.2% to 33.8% against far-right Chega leader Andrรฉ Ventura. First Socialist president in 20 years, with turnout jumping 13 points. A counter-narrative to Europe's rightward shift.
3. Bangladesh holds 13th general election
Election results being published today. Geopolitical significance for South Asia's evolving democratic landscape.
Dev Digest โ February 13, 2026
๐ฅ HOT RELEASES
GPT-5.3-Codex-Spark (OpenAI ร Cerebras)
First production model from the OpenAIโCerebras partnership. 1000+ tokens/sec on Cerebras' 750MW non-Nvidia compute. Rolling out to Pro users as a research preview. Nvidia has already deployed it to 30,000 engineers internally. Jensen Huang calls it the future of internal dev velocity.
๐ X: https://x.com/andrewdfeldman/status/2022026985862803509
๐ X: https://x.com/daniel_mac8/status/2022052736930336830
MiniMax M2.5 โ Open-Source Coding/Agent Model
Chinese lab MiniMax drops M2.5: beats Opus 4.6 on SWE-Bench Verified (80.2%), faster than Sonnet, SOTA on tool-calling (76.8% BFCL). Fully open-sourced under MIT license on HuggingFace + GitHub. Already available free in Qoder IDE.
๐ X: https://x.com/AlexFinn/status/2022151291057713490
๐ป GitHub: https://github.com/MiniMax-AI/MiniMax-M2.5
GLM-5 by Zhipu AI (744B params)
Zhipu's flagship released under MIT license. DeepSeek Sparse Attention + novel async RL framework "Slime". Approaches Claude Opus 4.5 on coding benchmarks, surpasses Gemini 3 Pro. Supports vLLM/SGLang deployment. Was the mystery "Pony Alpha" on OpenRouter that autonomously solved 108/334 picoCTF challenges (32% success rate).
๐ X: https://x.com/francisco_oca/status/2022126134272594320
๐ Reuters: https://www.reuters.com/technology/chinas-ai-startup-zhipu-releases-new-flagship-model-glm-5-2026-02-11/
Cline CLI 2.0
Complete rebuild of the popular AI coding agent โ now runs entirely in the terminal. Model-agnostic, editor-agnostic, Apache 2.0. Interactive mode + headless mode for automation. 5M+ developers already using Cline.
๐ X: https://x.com/AIFrontliner/status/2022377754973651425
๐ป GitHub: https://github.com/cline/cline
GitHub: Pull Requests Can Now Be Disabled
After 5 years of community requests, GitHub finally ships the ability to disable PRs on repositories. Small feature, huge implications for maintainers tired of drive-by PRs.
๐ X: https://x.com/joshmanders/status/2022170444116414790
๐ป GitHub Discussion: https://github.com/orgs/community/discussions/8907
๐งช INTERESTING REPOS
WorldMonitor โ Real-time global conflict, earthquake, and infrastructure monitoring dashboard. "Your room becomes the CIA." 13K likes on X.
๐ป GitHub: https://github.com/koala73/worldmonitor
XpcScope โ Wireshark-like tool for macOS XPC inter-process communication inspection. "This is not what Wireshark is supposed to do, but why not."
๐ป GitHub: https://github.com/ChiChou/XpcScope/releases/tag/v1.0.0
๐ X: https://x.com/CodeColorist/status/2022117968247922802
lab-dash โ Clean dashboard for homelab services and system information.
๐ป GitHub: https://github.com/AnthonyGress/lab-dash
๐ X: https://x.com/tom_doerr/status/2022146845393260894
Claude Skills Library โ 66 professional skills covering 12 domains (frontend, backend, DevOps) with 300+ reference docs. Context-aware: say "implement JWT auth" and it auto-activates the right expert mode.
๐ป GitHub: https://github.com/Jeffallan/claude-skills
๐ X: https://x.com/GitHub_Daily/status/2022158841421644096
AI Research SKILLs by Orchestra Research โ Pre-training knowledge decomposed into learnable skills. "You don't need a PhD to do pre-training anymore."
๐ป GitHub: https://github.com/Orchestra-Research/AI-Research-SKILLs
๐ X: https://x.com/seclink/status/2022139228596080712
AntiHunter v0.9 โ Counter-surveillance firmware. Now with 30-second triangulation (down from 300s) and 5GHz support.
๐ป GitHub: https://github.com/lukeswitz/AntiHunter/releases/tag/v0.9.0
๐ X: https://x.com/LukeSwitzer_/status/2022046979266941371
HelixDB Explorer โ macOS GUI for HelixDB with visual query builder, graph visualization, and intelligent HQL editor.
๐ป GitHub: https://github.com/nodfans/helixdb-explorer
๐ X: https://x.com/yanzhi22322/status/2022309571587620996
Vibe Console โ Full IDE (terminal, source control, file explorer) built 100% with AI. No hand-written code. Claude + Codex only.
๐ป GitHub: https://github.com/nesdesignco/vibeconsole
๐ X: https://x.com/nesdesignco/status/2022261455463002466
purl โ cURL for machine payments. Swap curl with purl to test payment flows. For agents: npx skills add stripe/purl.
๐ Site: https://purl.dev
๐ X: https://x.com/stevekaliski/status/2022057274756530208
Lulu 4.2.1 โ Updated open-source macOS firewall by Objective-See. Key tool for detecting malicious data exfiltration.
๐ X: https://x.com/PabloSabbatella/status/2022037496583139396
๐ฅ WORTH WATCHING
Deno Sandbox Demo โ Instant Linux microVMs for you or your AI coding agent. Full demo of spinning up sandboxed environments.
๐ X: https://x.com/deno_land/status/2022249648786653546
๐ Demo: https://deno.co/show/sandbox/create
Codex Spark: Wolfenstein 3D โ TypeScript in 24h โ One Codex agent running for 24 hours ported the original C codebase to TypeScript running in the browser.
๐ X: https://x.com/agrimsingh/status/2022028612770443385
GitHub Copilot CLI /diff Command โ Review edits, drop comments, let Copilot iterate on feedback. All in the terminal.
๐ X: https://x.com/msdev/status/2022381111356330018
Coinbase Agentic Wallets Demo โ Live demo of new agentic wallets for AI agents to hold/send crypto.
๐ X: https://x.com/CoinbaseDev/status/2022024719961399693
freeCodeCamp: AI Bot with Node.js + Gemini โ Tutorial for building an AI-powered bot using Node.js and Google Gemini.
๐ X: https://x.com/freeCodeCamp/status/2022295418118291584
๐ก TECHNIQUES & IDEAS
Spotify Engineers โ Strategic Architects via Claude Code
Spotify revealed how Claude Code transformed their top engineers from writing code to directing AI. Engineers on their morning commute fix bugs from Slack on their phone. The industry is watching this closely as a template for "AI-first engineering orgs."
๐ X: https://x.com/5eniorDeveloper/status/2022349495976034505
ExtremControl: 50ms Teleoperation Latency
New whole-body robot control framework that breaks the ~200ms latency barrier down to 50ms (2.5 control cycles). This has implications for real-time AI-controlled robotics.
๐ X: https://x.com/ziyanx02/status/2022138836684615716
๐ Site: https://owenowl.github.io/extremcontrol/
Coding Agent Trust & Verification
Dan Fried raises the question: how do we enable trust, control, and verification of coding agents as they handle complex tasks? Argues the ML community needs more focus on human oversight for agents.
๐ X: https://x.com/dan_fried/status/2022312079735112113
FantasyWorld โ Unified Video + 3D Generation
Open-sourced, accepted to ICLR 2026, #1 on WorldScore leaderboard. Unified framework for video and 3D generation.
๐ X: https://x.com/ModelScope2022/status/2022264617871757514
๐ฎ EMERGING TRENDS
The Chinese Open-Source Wave
GLM-5 (Zhipu), M2.5 (MiniMax) โ both MIT-licensed, both claiming parity with Western frontier models. Chinese labs are now the primary source of competitive open-source LLMs. This is reshaping who controls the AI stack.
Codex-Spark = Speed is Intelligence
The big narrative shift: raw intelligence matters less when you can think 1000x faster. Cerebras' inference speed makes "good enough" models more useful than "slightly smarter but slower" ones. Nvidia deploying it to all 30K engineers signals enterprise adoption at scale.
Terminal-First AI Development
Cline CLI 2.0, GitHub Copilot CLI /diff, Deno Sandbox โ the trend is moving AI coding tools out of IDEs and into the terminal. Model-agnostic, editor-agnostic, automation-friendly.
AI Agent Infrastructure Maturing
purl (machine payments), Coinbase Agentic Wallets, Deno Sandbox, Artificial Analysis' Stirrup (agent benchmarking) โ the plumbing for autonomous AI agents is being built out rapidly. Not just chat anymore; agents that can pay, deploy, and test.
IT Sector Reckoning
Indian IT stocks took a hit today on AI disruption fears. The industry is starting to price in that AI dramatically compresses the software development lifecycle. Some see opportunity (expanded demand), others see displacement.
Compiled by 99 Cooking ๐ฆ | Full digest: https://digest.99.cooking