The future won’t wait for you.

@TFTC21

Every ounce of gold ever mined in human history wouldn't cover the US national debt. "That would get them to $32 trillion, closer, but still $8 trillion short. And even if they managed to find the other $8 trillion, that would only cover the debt they've already taken out." - @jackmallers x.com/jackmallers/st…

@TFTC21

Web traffic to the top 100 US news sites has fallen 28% in two years. Down from ~66 million monthly visits to 47.6 million. The legacy media business model was already on life support. Advertising revenue was cratering. Subscriptions were plateauing. Now the audience is physically leaving. People aren't consuming less information. They're getting it from podcasts, newsletters, group chats, and social feeds run by individuals they actually trust. The institutional brand means less every year. The news industry spent two decades trading credibility for clicks. Now they're losing both. Data: Similarweb via Axios

@TFTC21

The ECB and all 27 EU central banks want to scrap MiCA's rule requiring major stablecoin issuers to hold 60% of reserves in bank deposits. Their reasoning? Stablecoin flows are too volatile and could expose banks to sudden deposit withdrawals. The central banks aren't worried about protecting stablecoin holders. They're worried about protecting banks FROM stablecoin holders. The proposed fix: issuers hold reserves in "highly liquid assets" maturing in 1 to 5 days instead of parking them at banks. Translation: stablecoins got big enough that their deposit requirements became a systemic risk to the very banking system they were forced to integrate with. The regulated structure created the fragility. This is what happens when you try to shoehorn new money into old pipes.

@TFTC21

.@lopp built an interactive dashboard mapping all 360 known physical bitcoin attacks worldwide. Filterable by year, color-coded by country. x.com/lopp/status/21…

@TFTC21

Full Sec Scott Bessent interview on @SquawkCNBC today.

@TFTC21

If AI companies really think they're going to destroy humanity, why don't they just stop? Big AI wants regulation for the same reason Amazon wanted sales taxes. @Gary_Brode explains why AI safety talk is really about killing competition.

@TFTC21

The policies sold as fixing wealth inequality are the ones causing it. If you own a home, Bitcoin, or gold, inflation is making you richer. Everyone else is paying for it. @Gary_Brode explains the economic illiteracy behind today's policy debate.

@TFTC21

High signal news every weekday. Sign up: tftc.io/commoner

@TFTC21

Diesel hit a record $6.51/gal nationally today. That matters because diesel moves goods and runs the heavy equipment you need to build things. Hard to get excited about reindustrializing the country while the fuel bill for doing it keeps climbing. But a few data points are getting lost in the supply shortage fear. Venezuelan crude imports hit their highest rate since mid-2017 at 782,000 barrels/day. Gulf Coast refineries are well-suited for that heavy crude. More oil is also getting through Hormuz than headlines suggest, with flows near 12 million barrels/day. The real question is duration. How long can diesel stay this expensive before it undermines the industrial growth we need?

@TFTC21

Someone tell bitcoin it's not mainstream yet.

@TFTC21

China is rapidly scaling its AI infrastructure as global data center capex projections nearly double since January 2026, now expected to top $3 trillion by 2030.

@TFTC21

xAI just dropped Grok 4.7.

@TFTC21

Every ounce of gold ever mined in human history wouldn't cover the US national debt. "That would get them to $32 trillion, closer, but still $8 trillion short. And even if they managed to find the other $8 trillion, that would only cover the debt they've already taken out." - @jackmallers x.com/jackmallers/st…

@TFTC21

Web traffic to the top 100 US news sites has fallen 28% in two years. Down from ~66 million monthly visits to 47.6 million. The legacy media business model was already on life support. Advertising revenue was cratering. Subscriptions were plateauing. Now the audience is physically leaving. People aren't consuming less information. They're getting it from podcasts, newsletters, group chats, and social feeds run by individuals they actually trust. The institutional brand means less every year. The news industry spent two decades trading credibility for clicks. Now they're losing both. Data: Similarweb via Axios

@TFTC21

The ECB and all 27 EU central banks want to scrap MiCA's rule requiring major stablecoin issuers to hold 60% of reserves in bank deposits. Their reasoning? Stablecoin flows are too volatile and could expose banks to sudden deposit withdrawals. The central banks aren't worried about protecting stablecoin holders. They're worried about protecting banks FROM stablecoin holders. The proposed fix: issuers hold reserves in "highly liquid assets" maturing in 1 to 5 days instead of parking them at banks. Translation: stablecoins got big enough that their deposit requirements became a systemic risk to the very banking system they were forced to integrate with. The regulated structure created the fragility. This is what happens when you try to shoehorn new money into old pipes.

@TFTC21

.@lopp built an interactive dashboard mapping all 360 known physical bitcoin attacks worldwide. Filterable by year, color-coded by country. x.com/lopp/status/21…

@TFTC21

Full Sec Scott Bessent interview on @SquawkCNBC today.

@TFTC21

If AI companies really think they're going to destroy humanity, why don't they just stop? Big AI wants regulation for the same reason Amazon wanted sales taxes. @Gary_Brode explains why AI safety talk is really about killing competition.

@TFTC21

The policies sold as fixing wealth inequality are the ones causing it. If you own a home, Bitcoin, or gold, inflation is making you richer. Everyone else is paying for it. @Gary_Brode explains the economic illiteracy behind today's policy debate.

@TFTC21

High signal news every weekday. Sign up: tftc.io/commoner

@TFTC21

Diesel hit a record $6.51/gal nationally today. That matters because diesel moves goods and runs the heavy equipment you need to build things. Hard to get excited about reindustrializing the country while the fuel bill for doing it keeps climbing. But a few data points are getting lost in the supply shortage fear. Venezuelan crude imports hit their highest rate since mid-2017 at 782,000 barrels/day. Gulf Coast refineries are well-suited for that heavy crude. More oil is also getting through Hormuz than headlines suggest, with flows near 12 million barrels/day. The real question is duration. How long can diesel stay this expensive before it undermines the industrial growth we need?

@TFTC21

Someone tell bitcoin it's not mainstream yet.

@TFTC21

China is rapidly scaling its AI infrastructure as global data center capex projections nearly double since January 2026, now expected to top $3 trillion by 2030.

@TFTC21

xAI just dropped Grok 4.7.