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@TFTC21@TFTC21

New report from River: businesses now hold 1.64 million bitcoin, 7.8% of total supply. They've added 193,000 BTC in 2026, making them the largest buyers for the second straight year. But the pace has slowed, with dollar inflows down about two-thirds from the same point in 2025. Strategy and Strive account for over 100% of net business purchases, adding 197,000 BTC. All other treasury companies combined bought just 8,000 BTC. Strategy alone holds 848,000 BTC, more than half of all business holdings. Notable new entrants include Robinhood and SpaceX, which disclosed over $1.5B in bitcoin after going public. Meanwhile, miners sold 32,800 BTC to fund their AI pivot. Since 2020, businesses have averaged ~19,000 BTC/month. If that pace continues, holdings could grow by another 1 million bitcoin over five years, reaching 13% of supply.

@TFTC21@TFTC21

Breez analyzed ~1,000 inbound developer requests since 2023 and the numbers are wild. Bitcoin integrations are up 14x since AI coding agents like Claude Code hit the scene. Non-crypto apps integrating Bitcoin grew 5x in 2026 alone, with Q2 up 61% over Q1. Fitness apps, messaging, travel eSIMs, even mushroom ID apps are adding Lightning payments. Some integration requests are now coming directly from AI agents building on behalf of companies. x.com/Breez_Tech/sta…

@TFTC21@TFTC21

Clara Shih tells 60 Minutes that AI is coming for jobs. She founded a nonprofit called New Work Foundation to help young people adapt. "If AI is going to take over more jobs, we need to rebuild how people get that purpose and connection."

@TFTC21@TFTC21

A German lawmaker just called for a trading ban on "ecologically harmful coins" and "highly volatile gambling assets" on the floor of the Bundestag.

@TFTC21@TFTC21

Strategy announces its Q3 2026 earnings call for October 29 at 5 PM ET. x.com/Strategy/statu…

@TFTC21@TFTC21

Netflix just dropped the trailer for "The Altruists," their limited series on the FTX collapse.

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The Commoner

Truth for the Commoner, every weekday. Money, machines, and the people trying to control both.

Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.

Free, every weekday. Unsubscribe anytime using the link in each newsletter. By subscribing you agree to our Terms and acknowledge our Privacy Policy. Read recent issues.