The future won’t wait for you.

@TFTC21

IEA Executive Director Fatih Birol says even if the Strait of Hormuz reopens today, it could take up to two years for oil and gas production to return to pre-war levels. "We should be prepared for rather volatile energy markets for some time to come."

@TFTC21

CFTC Chair Selig says the agency will build its own crypto market structure if the CLARITY Act fails. He directed staff to “begin exploring rules to codify a CFTC market structure for crypto assets,” potentially allowing leveraged trading under federal oversight.

@TFTC21

CFTC Innovation Advisory Committee meeting is live now x.com/i/broadcasts/1…

@TFTC21

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

@TFTC21

Stripe is buying OpenRouter, the gateway that connects 10 million+ developers to 400+ AI models across 80+ providers. Stripe says those models come from more than 80 providers, processing over 10 trillion tokens per day. Stripe already routes money. OpenRouter routes intelligence. Together, one platform could handle identity, model access, routing, billing, wallets, settlement, and fraud policy for the entire agent economy. Software agents are becoming buyers, sellers, workers, and allocators of capital. The infrastructure layer that serves them will capture enormous power. That's a massive point of control. If one platform handles all of it, it can make agent commerce much easier. It can also decide which actors get accounts, which models receive traffic, which transactions are acceptable, and which jurisdictions are allowed to participate. Stripe clearly expects stablecoins to sit at the center of this market. They're fast, programmable dollars that fit neatly into a world where software pays software every few seconds for compute, data, and completed tasks. But stablecoins are still somebody else's liability, dependent on issuers, banks, reserve assets, and the political rules around the dollar. Bitcoin is the counterweight. It doesn't need Stripe, a bank, or a stablecoin issuer to exist. It gives software and humans a bearer asset with a fixed issuance schedule and a settlement network no company controls. Lightning, ecash, and other bitcoin-native payment systems can give agents a way to transact without turning one private platform into the economic gatekeeper for the machine economy. The default agent economy is being built right now. If open protocols don't earn their place in the stack, identity and money collapse into the same corporate permission layer. That would be a very efficient system. It would not be a free one.

@TFTC21

DDC Enterprise is launching a bitcoin-focused content series called "Dishing Up Bitcoin" that brings together food and community with folks like @natbrunell and @americanhodl8.

@TFTC21

Former U.S. Treasury Secretary Hank Paulson on the US-China relationship. "This is what I would call a period of mutually assured economic disruption, which results in a kind of stability. Not from the fact that each side trusts each other. Quite the opposite. But because the costs of escalation are so high."

@TFTC21

Former U.S. Treasury Secretary Hank Paulson says the deficit is on a path to destroy America's economic wellbeing and national security. "$1 trillion is $7,800 for every household. The first rule of holes is to stop digging. And we're digging big time."

@TFTC21

The CFTC's new Innovation Advisory Committee holds its first meeting today, covering crypto, AI, and prediction markets. The room will be packed with many of the same executives who were at yesterday's White House crypto event, plus leaders from traditional finance and academia.

@TFTC21

Jessica Rose digs into one of the most revealing entries in Fauci's newly released diary. January 26, 2020. He writes "GAME ON!!!" upon learning SARS-CoV-2 could allegedly spread asymptomatically. Not fear. Not concern for public health. Excitement. As she breaks down, asymptomatic transmission was the master key to the entire pandemic response. If perfectly healthy people could be labeled dangerous "silent spreaders" via PCR tests running at absurdly high cycle thresholds, you could justify locking down the world, masking children on playgrounds, and coercing billions into taking experimental mRNA injections. The timing is damning. Drosten's PCR assay was already published three days earlier. Event 201 had already run the playbook. Legacy media was bought and ready to amplify the terror. Governments were prepared to move in lockstep. All the pieces were in place. A positive PCR result in a healthy person does not equal infectiousness. It never did. But that distinction was deliberately buried while "silent spreaders" was weaponized to divide families and destroy livelihoods. Rose asks three questions worth sitting with. What was Fauci going to win? Who delivered those wins? Were the people delivering them the same ones who built the game? Read the full piece from @JesslovesMJK jessicar.substack.com/p/what-did-ant…

@TFTC21

Coinbase CEO Brian Armstrong says "I think there's a good chance we're on the cusp of the next bull market." "Looking at this September 15 vote for the Clarity Act and then traditionally, following the Bitcoin halving cycles like October. November, December, these tend to be good months for Bitcoin."

@TFTC21

Treasury just doubled its buyback operations to $4B/week to suppress yields. Gold's response: +4.35% Silver's response: +5.73% Combined: +$1.3 trillion in a single day

@TFTC21

IEA Executive Director Fatih Birol says even if the Strait of Hormuz reopens today, it could take up to two years for oil and gas production to return to pre-war levels. "We should be prepared for rather volatile energy markets for some time to come."

@TFTC21

CFTC Chair Selig says the agency will build its own crypto market structure if the CLARITY Act fails. He directed staff to “begin exploring rules to codify a CFTC market structure for crypto assets,” potentially allowing leveraged trading under federal oversight.

@TFTC21

CFTC Innovation Advisory Committee meeting is live now x.com/i/broadcasts/1…

@TFTC21

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

@TFTC21

Stripe is buying OpenRouter, the gateway that connects 10 million+ developers to 400+ AI models across 80+ providers. Stripe says those models come from more than 80 providers, processing over 10 trillion tokens per day. Stripe already routes money. OpenRouter routes intelligence. Together, one platform could handle identity, model access, routing, billing, wallets, settlement, and fraud policy for the entire agent economy. Software agents are becoming buyers, sellers, workers, and allocators of capital. The infrastructure layer that serves them will capture enormous power. That's a massive point of control. If one platform handles all of it, it can make agent commerce much easier. It can also decide which actors get accounts, which models receive traffic, which transactions are acceptable, and which jurisdictions are allowed to participate. Stripe clearly expects stablecoins to sit at the center of this market. They're fast, programmable dollars that fit neatly into a world where software pays software every few seconds for compute, data, and completed tasks. But stablecoins are still somebody else's liability, dependent on issuers, banks, reserve assets, and the political rules around the dollar. Bitcoin is the counterweight. It doesn't need Stripe, a bank, or a stablecoin issuer to exist. It gives software and humans a bearer asset with a fixed issuance schedule and a settlement network no company controls. Lightning, ecash, and other bitcoin-native payment systems can give agents a way to transact without turning one private platform into the economic gatekeeper for the machine economy. The default agent economy is being built right now. If open protocols don't earn their place in the stack, identity and money collapse into the same corporate permission layer. That would be a very efficient system. It would not be a free one.

@TFTC21

DDC Enterprise is launching a bitcoin-focused content series called "Dishing Up Bitcoin" that brings together food and community with folks like @natbrunell and @americanhodl8.

@TFTC21

Former U.S. Treasury Secretary Hank Paulson on the US-China relationship. "This is what I would call a period of mutually assured economic disruption, which results in a kind of stability. Not from the fact that each side trusts each other. Quite the opposite. But because the costs of escalation are so high."

@TFTC21

Former U.S. Treasury Secretary Hank Paulson says the deficit is on a path to destroy America's economic wellbeing and national security. "$1 trillion is $7,800 for every household. The first rule of holes is to stop digging. And we're digging big time."

@TFTC21

The CFTC's new Innovation Advisory Committee holds its first meeting today, covering crypto, AI, and prediction markets. The room will be packed with many of the same executives who were at yesterday's White House crypto event, plus leaders from traditional finance and academia.

@TFTC21

Jessica Rose digs into one of the most revealing entries in Fauci's newly released diary. January 26, 2020. He writes "GAME ON!!!" upon learning SARS-CoV-2 could allegedly spread asymptomatically. Not fear. Not concern for public health. Excitement. As she breaks down, asymptomatic transmission was the master key to the entire pandemic response. If perfectly healthy people could be labeled dangerous "silent spreaders" via PCR tests running at absurdly high cycle thresholds, you could justify locking down the world, masking children on playgrounds, and coercing billions into taking experimental mRNA injections. The timing is damning. Drosten's PCR assay was already published three days earlier. Event 201 had already run the playbook. Legacy media was bought and ready to amplify the terror. Governments were prepared to move in lockstep. All the pieces were in place. A positive PCR result in a healthy person does not equal infectiousness. It never did. But that distinction was deliberately buried while "silent spreaders" was weaponized to divide families and destroy livelihoods. Rose asks three questions worth sitting with. What was Fauci going to win? Who delivered those wins? Were the people delivering them the same ones who built the game? Read the full piece from @JesslovesMJK jessicar.substack.com/p/what-did-ant…

@TFTC21

Coinbase CEO Brian Armstrong says "I think there's a good chance we're on the cusp of the next bull market." "Looking at this September 15 vote for the Clarity Act and then traditionally, following the Bitcoin halving cycles like October. November, December, these tend to be good months for Bitcoin."

@TFTC21

Treasury just doubled its buyback operations to $4B/week to suppress yields. Gold's response: +4.35% Silver's response: +5.73% Combined: +$1.3 trillion in a single day