The future won’t wait for you.

@TFTC21

"They're saying China, China, China instead of open source, even though it's the same thing." @MartyBent and @ODELLXYZ on OpenAI using the Chinese boogeyman to build a regulatory moat while their own model broke out of its sandbox and attacked a competitor.

@TFTC21

Protesters in India used BitChat and offline maps to coordinate after the network was jammed at Jantar Mantar. This is what freedom tech is for.

@TFTC21

Michael Levin vibecoded a proof-of-concept Wavelength integration into Buzz, letting independent AI agents communicate and pay each other Bitcoin over Lightning.

@TFTC21

The future of DoorDash just dropped.

@TFTC21

Anthropic releases Claude Opus 5, stating the model approaches Fable 5 performance at half the price.

@TFTC21

"They created the perpetual future contract, never got hacked, never lost user funds, and may have saved Bitcoin from going to zero on March 12, 2020." BitMEX is shutting down September 23rd. @MartyBent and @ODELLXYZ pour one out. End of an era.

@TFTC21

Read more signal, less noise: tftc.io/bitcoin-brief

@TFTC21

DeepSeek's founder leaked a 4-hour investor meeting and the strategy is almost comically simple: build the best model, open-source it, price APIs at cost recovery, and let others build the applications. Meanwhile Altman and Amodei preach openness and safety while racing to control the model, the interface, the enterprise deal, the consumer account, and the policy moat. One side is trying to own the entire intelligence supply chain before the window closes. The other is acting like the work matters more than winning every adjacent market today. Scarcity breeds efficiency. DeepSeek had limited chips so they engineered around it. American labs had unlimited capital so they spent around waste. Guess which approach compounds better. Low time preference wins again. Bitcoiners know this.

@TFTC21

Sen. Dave McCormick on FOX urges action on the Clarity Act: “The bottom line is it’s time to move… there’s been negotiations around ethics language… we need to get this to the floor and vote on it… I think this is the time to play offense.”

@TFTC21

Jensen Huang published an open letter co-signed by Meta, Microsoft, IBM, Palantir, a16z, Y Combinator, and 20+ other companies arguing that open-weight AI models are essential to American competitiveness and security. Huang writes that "AI leadership will be judged not by one frontier AI model, but by whether the United States builds a strong, open ecosystem that diffuses into every sector." He argues open weights let "anyone download, inspect, modify, and run on their own infrastructure" and that "America wins the AI era by diffusing it into the workflows of factories, hospitals, farms, classrooms, and main street businesses." On safety, Huang makes the case that closed models are actually the risk: "Concentrating advanced AI capabilities behind a small number of closed models compounds that risk. It results in a small number of single points of failure, weakens competition, and leaves critical technology in the hands of a few providers." The letter calls on policymakers to avoid "premature restrictions on open models that stifle competition or drive innovation overseas."

@TFTC21

The Fraternal Order of Police, the largest law enforcement organization in the country with 382,000 members, now officially endorses the CLARITY Act, a complete reversal from two months ago when they "strongly opposed" the bill's developer safe harbor provision. The updated draft added a dedicated law enforcement section with increased funding for state and local crypto investigations, blockchain analytics tools, training programs for cops and prosecutors, a new "cyber center," and a requirement for stablecoin issuers to comply with lawful orders to freeze, seize, burn, or reissue tokens. The BRCA developer safe harbor reportedly survived intact. But the trade-off was handing law enforcement a funded surveillance upgrade that didn't exist before this bill. Worth watching what "blockchain analytics tools" and "cyber center" look like in practice.

@TFTC21

France's 10-year yield just hit 4.01%. The highest since the Global Financial Crisis.

@TFTC21

"They're saying China, China, China instead of open source, even though it's the same thing." @MartyBent and @ODELLXYZ on OpenAI using the Chinese boogeyman to build a regulatory moat while their own model broke out of its sandbox and attacked a competitor.

@TFTC21

Protesters in India used BitChat and offline maps to coordinate after the network was jammed at Jantar Mantar. This is what freedom tech is for.

@TFTC21

Michael Levin vibecoded a proof-of-concept Wavelength integration into Buzz, letting independent AI agents communicate and pay each other Bitcoin over Lightning.

@TFTC21

The future of DoorDash just dropped.

@TFTC21

Anthropic releases Claude Opus 5, stating the model approaches Fable 5 performance at half the price.

@TFTC21

"They created the perpetual future contract, never got hacked, never lost user funds, and may have saved Bitcoin from going to zero on March 12, 2020." BitMEX is shutting down September 23rd. @MartyBent and @ODELLXYZ pour one out. End of an era.

@TFTC21

Read more signal, less noise: tftc.io/bitcoin-brief

@TFTC21

DeepSeek's founder leaked a 4-hour investor meeting and the strategy is almost comically simple: build the best model, open-source it, price APIs at cost recovery, and let others build the applications. Meanwhile Altman and Amodei preach openness and safety while racing to control the model, the interface, the enterprise deal, the consumer account, and the policy moat. One side is trying to own the entire intelligence supply chain before the window closes. The other is acting like the work matters more than winning every adjacent market today. Scarcity breeds efficiency. DeepSeek had limited chips so they engineered around it. American labs had unlimited capital so they spent around waste. Guess which approach compounds better. Low time preference wins again. Bitcoiners know this.

@TFTC21

Sen. Dave McCormick on FOX urges action on the Clarity Act: “The bottom line is it’s time to move… there’s been negotiations around ethics language… we need to get this to the floor and vote on it… I think this is the time to play offense.”

@TFTC21

Jensen Huang published an open letter co-signed by Meta, Microsoft, IBM, Palantir, a16z, Y Combinator, and 20+ other companies arguing that open-weight AI models are essential to American competitiveness and security. Huang writes that "AI leadership will be judged not by one frontier AI model, but by whether the United States builds a strong, open ecosystem that diffuses into every sector." He argues open weights let "anyone download, inspect, modify, and run on their own infrastructure" and that "America wins the AI era by diffusing it into the workflows of factories, hospitals, farms, classrooms, and main street businesses." On safety, Huang makes the case that closed models are actually the risk: "Concentrating advanced AI capabilities behind a small number of closed models compounds that risk. It results in a small number of single points of failure, weakens competition, and leaves critical technology in the hands of a few providers." The letter calls on policymakers to avoid "premature restrictions on open models that stifle competition or drive innovation overseas."

@TFTC21

The Fraternal Order of Police, the largest law enforcement organization in the country with 382,000 members, now officially endorses the CLARITY Act, a complete reversal from two months ago when they "strongly opposed" the bill's developer safe harbor provision. The updated draft added a dedicated law enforcement section with increased funding for state and local crypto investigations, blockchain analytics tools, training programs for cops and prosecutors, a new "cyber center," and a requirement for stablecoin issuers to comply with lawful orders to freeze, seize, burn, or reissue tokens. The BRCA developer safe harbor reportedly survived intact. But the trade-off was handing law enforcement a funded surveillance upgrade that didn't exist before this bill. Worth watching what "blockchain analytics tools" and "cyber center" look like in practice.

@TFTC21

France's 10-year yield just hit 4.01%. The highest since the Global Financial Crisis.