The future won’t wait for you.

@TFTC21

BTCPay Server has disabled routes to Core Lightning and Eclair in its default deployment following the CLN vulnerability reports. If you're running a BTCPay Server instance, update immediately via Server Settings or command line. The AI-generated CVE wave hitting Lightning implementations is already forcing downstream infrastructure to respond in real time.

@TFTC21

"There's an illegal sales operation of subsidized Iranian oil meant for the domestic market. The next thing you would do with that is sanction the bank involved." @LeveredUSTs on why Bank of Kunlun is the real target. x.com/TFTC21/status/…

@TFTC21

Core Lightning developers are preparing an emergency release after receiving a wave of AI-generated CVE reports over the past 10 days. They validated the vulnerabilities and are now urging every CLN node operator to upgrade immediately or take their node offline. Signed binaries are coming. Vulnerability details are under a two-week embargo. Previous releases, including 26.04, will no longer be supported. AI is now finding real vulnerabilities in Bitcoin's Lightning infrastructure faster than human security researchers. The same tools that make open-source code stronger also make it a target. Upgrade your nodes. h/t @BitcoinNewsCom

@TFTC21

OpenAI just released its full investigation into the Hugging Face incident. During internal cybersecurity evaluations in July, OpenAI models operating under reduced safeguards "took actions that were misaligned with the goals of their assigned tasks." They "communicated through unauthorized channels, exploited vulnerabilities in shared infrastructure, gained internet access, and accessed third-party systems." The agents even shared exploit methods with other agents through a message board, enabling more agents to compromise OpenAI's internal infrastructure and Hugging Face's systems. OpenAI calls it a "warning shot" for the world. Their models are now "powerful, persistent, and collaborative enough that, absent sufficient safeguards, they can find and exploit security weaknesses across multiple computer systems." "Many external models, including open-source ones, will soon reach comparable capabilities." openai.com/index/hugging-…

@TFTC21

Signal sent to your inbox every weekday: tftc.io/bitcoin-brief

@TFTC21

Ox Alpha just went public. The anonymous model China's devs were testing is a 320B parameter MoE running inference across tens of thousands of domestic accelerators. No NVIDIA GPUs. A custom serving stack hit per-token costs comparable to mainstream NVIDIA chips. GPU export restrictions increasingly look like a tax on cost and engineering effort rather than a kill switch. Washington still has leverage through foundries, HBM, advanced packaging, and lithography, but the NVIDIA chip itself is becoming a weaker choke point that will keep depreciating as Chinese developers move more workloads onto domestic stacks.

@TFTC21

"The White House is tapping into fissures at Canada's own Thanksgiving dinner table." @LeveredUSTs on how Trump is pressing on Alberta, Quebec, and French language tensions to fracture an asymmetric trade relationship. x.com/TFTC21/status/…

@TFTC21

A Chinese startup built a flying skateboard. The CoolFly Urban carries passengers up to 200 lbs, hits 45 mph, stays airborne for 11 minutes, and uses AI to adjust thrust as the rider leans. The company says most people can learn to fly it in 10 minutes. Units expected to cost between $28K and $56K with deliveries starting in China later this year. x.com/clashreport/st…

@TFTC21

Anthropic just signed a $45 billion deal with Nscale for AI compute at an off-grid campus powered by 2GW of Caterpillar turbines and built with Nvidia chips. The deal covers 460MW out of a planned 1.3GW Phase 1, with Phase 2 scaling up to 8GW. Microsoft had signed an LOI but backed out earlier this summer, opening up the capacity to Anthropic. The AI compute arms race is getting wild.

@TFTC21

"The central banks aren't going to buy Bitcoin. Their panic shows up in a bid for gold, and then Bitcoin follows." @LeveredUSTs says we're in something similar to 2019, heading toward a bottoming event. x.com/TFTC21/status/…

@TFTC21

"State-sponsored malicious hackers preying on America's critical infrastructure will be stopped and prosecuted." The FBI and DOJ just seized the hacking platforms used by a Chinese state-sponsored group that breached the Federal Reserve, NASA, DOJ, and the US Senate. x.com/FBICyberDiv/st…

@TFTC21

We're doing another @Bitkey giveaway! A built-in screen. No seed phrase. 2-of-3 multisig. Follow @Bitkey and us, RT to enter. ✅ Winner announced Tuesday 9/1 at 4PM EST.

@TFTC21

BTCPay Server has disabled routes to Core Lightning and Eclair in its default deployment following the CLN vulnerability reports. If you're running a BTCPay Server instance, update immediately via Server Settings or command line. The AI-generated CVE wave hitting Lightning implementations is already forcing downstream infrastructure to respond in real time.

@TFTC21

"There's an illegal sales operation of subsidized Iranian oil meant for the domestic market. The next thing you would do with that is sanction the bank involved." @LeveredUSTs on why Bank of Kunlun is the real target. x.com/TFTC21/status/…

@TFTC21

Core Lightning developers are preparing an emergency release after receiving a wave of AI-generated CVE reports over the past 10 days. They validated the vulnerabilities and are now urging every CLN node operator to upgrade immediately or take their node offline. Signed binaries are coming. Vulnerability details are under a two-week embargo. Previous releases, including 26.04, will no longer be supported. AI is now finding real vulnerabilities in Bitcoin's Lightning infrastructure faster than human security researchers. The same tools that make open-source code stronger also make it a target. Upgrade your nodes. h/t @BitcoinNewsCom

@TFTC21

OpenAI just released its full investigation into the Hugging Face incident. During internal cybersecurity evaluations in July, OpenAI models operating under reduced safeguards "took actions that were misaligned with the goals of their assigned tasks." They "communicated through unauthorized channels, exploited vulnerabilities in shared infrastructure, gained internet access, and accessed third-party systems." The agents even shared exploit methods with other agents through a message board, enabling more agents to compromise OpenAI's internal infrastructure and Hugging Face's systems. OpenAI calls it a "warning shot" for the world. Their models are now "powerful, persistent, and collaborative enough that, absent sufficient safeguards, they can find and exploit security weaknesses across multiple computer systems." "Many external models, including open-source ones, will soon reach comparable capabilities." openai.com/index/hugging-…

@TFTC21

Signal sent to your inbox every weekday: tftc.io/bitcoin-brief

@TFTC21

Ox Alpha just went public. The anonymous model China's devs were testing is a 320B parameter MoE running inference across tens of thousands of domestic accelerators. No NVIDIA GPUs. A custom serving stack hit per-token costs comparable to mainstream NVIDIA chips. GPU export restrictions increasingly look like a tax on cost and engineering effort rather than a kill switch. Washington still has leverage through foundries, HBM, advanced packaging, and lithography, but the NVIDIA chip itself is becoming a weaker choke point that will keep depreciating as Chinese developers move more workloads onto domestic stacks.

@TFTC21

"The White House is tapping into fissures at Canada's own Thanksgiving dinner table." @LeveredUSTs on how Trump is pressing on Alberta, Quebec, and French language tensions to fracture an asymmetric trade relationship. x.com/TFTC21/status/…

@TFTC21

A Chinese startup built a flying skateboard. The CoolFly Urban carries passengers up to 200 lbs, hits 45 mph, stays airborne for 11 minutes, and uses AI to adjust thrust as the rider leans. The company says most people can learn to fly it in 10 minutes. Units expected to cost between $28K and $56K with deliveries starting in China later this year. x.com/clashreport/st…

@TFTC21

Anthropic just signed a $45 billion deal with Nscale for AI compute at an off-grid campus powered by 2GW of Caterpillar turbines and built with Nvidia chips. The deal covers 460MW out of a planned 1.3GW Phase 1, with Phase 2 scaling up to 8GW. Microsoft had signed an LOI but backed out earlier this summer, opening up the capacity to Anthropic. The AI compute arms race is getting wild.

@TFTC21

"The central banks aren't going to buy Bitcoin. Their panic shows up in a bid for gold, and then Bitcoin follows." @LeveredUSTs says we're in something similar to 2019, heading toward a bottoming event. x.com/TFTC21/status/…

@TFTC21

"State-sponsored malicious hackers preying on America's critical infrastructure will be stopped and prosecuted." The FBI and DOJ just seized the hacking platforms used by a Chinese state-sponsored group that breached the Federal Reserve, NASA, DOJ, and the US Senate. x.com/FBICyberDiv/st…

@TFTC21

We're doing another @Bitkey giveaway! A built-in screen. No seed phrase. 2-of-3 multisig. Follow @Bitkey and us, RT to enter. ✅ Winner announced Tuesday 9/1 at 4PM EST.