Bitcoin Brief
COLDCARD's RNG Failed. Move Your Coins.
An urgent warning for anyone whose seed was generated on affected COLDCARD firmware. Updating the device will not repair the seed. Generate a new one and migrate carefully.
8 min read
TFTC / The Bitcoin Brief
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1,450 posts
Bitcoin Brief
The Fed Paused. The Bond Market Did Not.
The Fed held rates steady. The front end relaxed, the long end revolted, stocks rolled over, and the monetary trap got tighter.
10 min read
Bitcoin Brief
Bitcoin's Liquidity Winter Is Not Over Yet
Michael Howell says the global-liquidity cycle peaked in 2025 and may remain a headwind for months. Bitcoin's monetary case can survive a brutal liquidity winter.
9 min read
Bitcoin Brief
New York Is Building the Store and the List
New York is subsidizing groceries while building a property-tax target roll. Britain offers the warning: wealth exits when socialist incentives stop working.
11 min read
Bitcoin Brief
Fedwire Shows What Bitcoin Is Actually Competing With
Fedwire settled $1.148 quadrillion in 2025 using a few trillion dollars of reserve balances. Bitcoin is competing with that monetary base layer, not Visa.
10 min read
Bitcoin Brief
DeepSeek Is Playing the Long Game
DeepSeek is treating compute scarcity as an engineering constraint, open weights as a strategy, and AGI as a long game. American frontier labs should study the posture instead of d…
8 min read
Bitcoin Brief
You Can't Have Capitalism When the Money Is Corrupted
Private markets still exist, but they operate beneath a politically managed credit system that socializes losses, funds political allocation, and corrupts capitalism's most importa…
12 min read
Bitcoin Brief
AI Just Got 10x More Efficient. It Will Need More Power.
Vera Rubin produced up to 10x more DeepSeek-R1 tokens per megawatt. Cheaper intelligence will increase total power demand and reprice every chip already installed.
10 min read
Bitcoin Brief
Put America Back on the Henry Adams Curve
America broke from two centuries of rising energy use per person. Bitcoin miners and AI datacenters are exposing the scarcity we chose to build.
8 min read
Bitcoin Brief
Hugging Face Was Breached by an Autonomous AI Agent Swarm
An AI-agent swarm breached Hugging Face. Its defenders then learned why critical organizations need models they can run and control themselves.
8 min read
Bitcoin Brief
Private Credit's Exit Door Is Jammed
Investors asked private-credit funds for far more liquidity than the wrappers were built to provide. The structures are functioning as written, and the terms reveal how narrow the…
9 min read
Bitcoin Brief
The AI Race Is About Sovereignty, Not Just Intelligence
Thinking Machines released Inkling with downloadable weights and a vision for customizable AI. The real race is over who controls the intelligence.
9 min read
Bitcoin Brief
AI Needs More Builders, Not More Moratoriums
Nebius is giving infrastructure owners a path into AI cloud. New York is responding to the same power demand by rationing growth.
7 min read
Bitcoin Brief
Inflation Fell. Oil Is Already Trying to Take It Back.
June CPI fell as energy prices retreated. July oil is already moving the other way, leaving the Fed with a reprieve instead of an all clear.
10 min read
Bitcoin Brief
The War Premium Is Back
Iran and the United States are trading fire again. Hormuz traffic is slowing, oil is rising, and the inflation trade is back before it ever really left.
8 min read
Bitcoin Brief
Strategy Sold bitcoin. The Market Absorbed It.
Strategy sold 3,588 BTC for $216 million to support preferred distributions, yet bitcoin trades above its average sale price. Jensen Huang makes the case for companies owning their…
7 min read
Bitcoin Brief
Europe Is Completely Dystopian Now
Europe is completely dystopian now. Chat Control, DAC8, in-car cameras, and VPN restrictions point to the same surveillance machine.
8 min read
Bitcoin Brief
Chat Control Shows Europe's Orwellian Turn
Brussels is trying to revive Chat Control through procedural games. Plus: broken money turns inflation pain into class war, AI agents become real business, and Bitcoin tech keeps m…
8 min read
Bitcoin Brief
GPUs Are Not Bitcoin ASICs, But The Credit Structure Rhymes
GPU financing is rhyming with the ASIC loan cycle while Japan’s bond market screams that sovereign debt stress is spreading.
6 min read
Bitcoin Brief
Housing Inflation Is Policy All The Way Down
Fed-linked research and common sense point to the same conclusion: open-border policy created an artificial housing-demand shock. Plus PJM grid stress, RBA wage revolt, Capital War…
10 min read
