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DeepSeek Is Playing the Long Game
Jul 24, 2026inBitcoin 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 dismissing the threat.

Marty BentMarty Bent
Bitcoin ETF FlowsLive tracker
−$225.2M
Net outflow · Jul 23, 2026
1-day outflow streak+$51.6B all-time net
@TFTC21@TFTC21

Frieberg's Netscape/Apache analogy, if the internet had been locked behind proprietary gates, it never would have taken off. Open-source AI means value diffuses to a million businesses instead of two or three companies.

@TFTC21@TFTC21

Anthropic pirated 7 million books from LibGen to train Claude and maintains the right to train on all the world's output under fair use. But when Chinese companies look at their model's outputs, suddenly it's IP theft. Sacks: "They themselves never claimed it was IP theft because they know it would poison all of their fair use lawsuits."

@TFTC21@TFTC21

"If you really care about distillation, you implement KYC." Chamath on Anthropic pushing the government to restrict open-source competitors.

@TFTC21@TFTC21

India ordered GitHub to remove BitChat repositories within three hours. The government's argument: the app's offline, decentralized Bluetooth messaging lets protesters communicate during internet shutdowns, making "lawful interception" difficult. BitChat downloads in India jumped 32x on July 19 after authorities began restricting internet access around the student-led protests in New Delhi. India now accounts for 85% of global downloads, with over 91,000 installs in five days and 330,000 daily active users. The Indian government isn't targeting specific illegal content. They're targeting the architecture itself, the fact that BitChat works without central servers and can't be shut off by flipping a switch. As the Internet Freedom Foundation pointed out, "deleting a repository does not delete the application from any phone that carries it, and the mesh keeps functioning without servers. What the takedown actually prevents is scrutiny of the underlying code." This is the Samourai Wallet playbook applied to communication. Prosecute the tool because you can't control the protocol. Open source, peer-to-peer, no servers. That's why they're scared of it.

@TFTC21@TFTC21

We've given so many away. Don't give up freaks, you could be next. x.com/TFTC21/status/…

@TFTC21@TFTC21

Fidelity, with $7.1T in assets, urges the Senate to pass the Clarity Act for clear digital asset rules.

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