The future won’t wait for you.

@TFTC21

"Napoleon would go back to the tent after the most intense fighting in history and dictate a letter about building a bridge in rural France. That is what these agents allow us to do. Multiply human agency." - @BitcoinConner

@TFTC21

Chinese AI models now outpace U.S. ones in token usage on OpenRouter, per Bloomberg. Weekly global share shows China's models topping American peers for the first time in 2026, driven by growing adoption of cost-effective options.

@TFTC21

youtube.com/watch?v=NiwtzN…

@TFTC21

"Bitcoin is probably the most liquidity sensitive asset on the planet. Liquidity is losing momentum." @crossbordercap on why Bitcoin and gold are already signaling the cycle has turned.

@TFTC21

"I don't believe there's a four-year cycle in Bitcoin. I think there's a 5 to 6 year liquidity cycle." @crossbordercap says the cycle is driven by average global debt maturity, not halvings.

@TFTC21

"We were the first to put all the pieces together. The Party for Socialism and Liberation are functioning as important organizers in a lot of these debates." @BitcoinConner on tracing foreign-linked dark money behind anti-data center activism across America.

@TFTC21

Coinbase settled its FOIA lawsuit against the SEC. The SEC will pay $150,000 and overhaul its record-retention policies. The SEC's own inspector general found that close to a year of former Chair Gary Gensler's text messages were wiped after the agency reset his phone before making a backup. The destroyed window covered the FTX collapse and the agency's peak enforcement campaign against crypto exchanges. 38% of the recovered texts touched agency business. The irony is hard to miss. Under Gensler, the SEC levied more than $1 billion in fines on financial firms for losing employee messages.

@TFTC21

.@jackmallers' letter to Strike investors after stepping down from Twenty One. "The moment you blame someone else for your outcome, you hand them the power to define it." "Strike isn't for sale. Its mission isn't for sale. The only thing that changes for Strike investors is that Strike now gets all of me."

@TFTC21

Sen. Cynthia Lummis praises President Trump for voluntarily agreeing to a strict ethics ban preventing all federal officials, including the President, from issuing or sponsoring digital assets for profit. "Let's get the Clarity Act passed NOW."

@TFTC21

Senate Republicans just released an updated Clarity Act. An ethics package negotiated between the White House and Senators Lummis and Moreno bans covered officials from issuing or sponsoring digital assets for compensation while in office. They must sell their crypto holdings, place them in a blind trust, or both. Democrats say they haven't seen the text and oppose putting DOJ solely in charge of enforcement. The Blockchain Regulatory Certainty Act is unchanged. Non-custodial developers and infrastructure providers won't be treated as money transmitters. Self-custody protections remain intact. The "knowingly" amendment preserving criminal liability for facilitating illicit transactions is the piece to watch. How broadly prosecutors interpret that word will determine whether this section actually protects developers or gives law enforcement a backdoor to go after them anyway. Stablecoin yield rules are unchanged. No interest on idle balances, but activity-based rewards are allowed. New law enforcement provisions fund state and local crypto investigations, create a cyber center targeting nation-state actors, and require stablecoin issuers to comply with orders to freeze, seize, burn, and reissue tokens.

@TFTC21

"This was the first time I walked into a briefing. They had read our report cover to cover." @BitcoinConner on briefing Taiwan's central bank after BPI's Bitcoin reserve paper went viral in their legislature.

@TFTC21

Strive just announced a Bitcoin Stewardship Commitment. CEO Matt Cole is framing open-source developer funding not as charity but as fiduciary duty for companies that hold bitcoin on their balance sheets. "Protecting the network that underpins your most important asset is not philanthropy. It is prudent long-term stewardship." The first move is funding Bitcoin Core development through Brink, which supports contributors based solely on merit. This builds on Strive's existing support for the Bitcoin Policy Institute. Strive says it expects to evaluate additional opportunities to support Bitcoin development, education, research, and public policy going forward, making this a formalized corporate commitment rather than a one-off donation. x.com/ColeMacro/stat…

@TFTC21

"Napoleon would go back to the tent after the most intense fighting in history and dictate a letter about building a bridge in rural France. That is what these agents allow us to do. Multiply human agency." - @BitcoinConner

@TFTC21

Chinese AI models now outpace U.S. ones in token usage on OpenRouter, per Bloomberg. Weekly global share shows China's models topping American peers for the first time in 2026, driven by growing adoption of cost-effective options.

@TFTC21

youtube.com/watch?v=NiwtzN…

@TFTC21

"Bitcoin is probably the most liquidity sensitive asset on the planet. Liquidity is losing momentum." @crossbordercap on why Bitcoin and gold are already signaling the cycle has turned.

@TFTC21

"I don't believe there's a four-year cycle in Bitcoin. I think there's a 5 to 6 year liquidity cycle." @crossbordercap says the cycle is driven by average global debt maturity, not halvings.

@TFTC21

"We were the first to put all the pieces together. The Party for Socialism and Liberation are functioning as important organizers in a lot of these debates." @BitcoinConner on tracing foreign-linked dark money behind anti-data center activism across America.

@TFTC21

Coinbase settled its FOIA lawsuit against the SEC. The SEC will pay $150,000 and overhaul its record-retention policies. The SEC's own inspector general found that close to a year of former Chair Gary Gensler's text messages were wiped after the agency reset his phone before making a backup. The destroyed window covered the FTX collapse and the agency's peak enforcement campaign against crypto exchanges. 38% of the recovered texts touched agency business. The irony is hard to miss. Under Gensler, the SEC levied more than $1 billion in fines on financial firms for losing employee messages.

@TFTC21

.@jackmallers' letter to Strike investors after stepping down from Twenty One. "The moment you blame someone else for your outcome, you hand them the power to define it." "Strike isn't for sale. Its mission isn't for sale. The only thing that changes for Strike investors is that Strike now gets all of me."

@TFTC21

Sen. Cynthia Lummis praises President Trump for voluntarily agreeing to a strict ethics ban preventing all federal officials, including the President, from issuing or sponsoring digital assets for profit. "Let's get the Clarity Act passed NOW."

@TFTC21

Senate Republicans just released an updated Clarity Act. An ethics package negotiated between the White House and Senators Lummis and Moreno bans covered officials from issuing or sponsoring digital assets for compensation while in office. They must sell their crypto holdings, place them in a blind trust, or both. Democrats say they haven't seen the text and oppose putting DOJ solely in charge of enforcement. The Blockchain Regulatory Certainty Act is unchanged. Non-custodial developers and infrastructure providers won't be treated as money transmitters. Self-custody protections remain intact. The "knowingly" amendment preserving criminal liability for facilitating illicit transactions is the piece to watch. How broadly prosecutors interpret that word will determine whether this section actually protects developers or gives law enforcement a backdoor to go after them anyway. Stablecoin yield rules are unchanged. No interest on idle balances, but activity-based rewards are allowed. New law enforcement provisions fund state and local crypto investigations, create a cyber center targeting nation-state actors, and require stablecoin issuers to comply with orders to freeze, seize, burn, and reissue tokens.

@TFTC21

"This was the first time I walked into a briefing. They had read our report cover to cover." @BitcoinConner on briefing Taiwan's central bank after BPI's Bitcoin reserve paper went viral in their legislature.

@TFTC21

Strive just announced a Bitcoin Stewardship Commitment. CEO Matt Cole is framing open-source developer funding not as charity but as fiduciary duty for companies that hold bitcoin on their balance sheets. "Protecting the network that underpins your most important asset is not philanthropy. It is prudent long-term stewardship." The first move is funding Bitcoin Core development through Brink, which supports contributors based solely on merit. This builds on Strive's existing support for the Bitcoin Policy Institute. Strive says it expects to evaluate additional opportunities to support Bitcoin development, education, research, and public policy going forward, making this a formalized corporate commitment rather than a one-off donation. x.com/ColeMacro/stat…