The future won’t wait for you.

@TFTC21

Google DeepMind says it has mathematically proven key security properties of the machine code behind Signal. Not the design on paper. The compiled code. DeepMind's Pushmeet Kohli calls it the first time the production code of a widely deployed protocol has been formally verified, "by any method, with or without AI," and at this depth. • The proofs cover Signal's post-quantum PQXDH handshake and the Triple Ratchet • Properties proven: forward secrecy, authentication, post-compromise security and handshake secrecy • AI agents wrote the Lean proofs • Human experts reviewed every specification before any proof ran Formal verification is extremely complex and time consuming, which is why most software never gets it. DeepMind's pitch is that AI can change that. If that holds, the bar for privacy tools moves. Proof instead of promises.

@TFTC21

Riot isn't the only miner selling. MARA sold 13,597 bitcoin after September 30 for about $1.1 billion. That's roughly 40% of the 34,012 it held at quarter-end. $750 million of it went to repay bitcoin-backed loans.

@TFTC21

Hegseth says Iran, cartels, Maduro and Yemen were all "notified to Congress." Massie's charge is that the Iran war had no declaration of war and no statutory authorization. Notified is not authorized. That gap is the whole fight.

@TFTC21

97 Texas counties reported voter registrations exceeding their adult citizen population in the 2026 midterms. Montgomery County: 107.6% (34,319 over) Collin County: 104.0% (30,557 over) Fort Bend County: 104.1% (23,122 over) Williamson County: 103.0% (13,816 over) Denton County: 102.0% (13,466 over) Those totals include 1.76 million "suspense voters," registrations flagged because the voter never responded to an address confirmation notice or their mail came back undeliverable. They can still cast a ballot by confirming their address at the polls. Whether this is explained by Census estimates lagging explosive suburban growth or something worse, the fact that Texas can't answer that question definitively is the problem. You can't run credible elections on voter rolls you can't reconcile against the actual population. Clean the rolls or don't act surprised when nobody trusts the results.

@TFTC21

The Texas midterm numbers deserve scrutiny. 2022 Governor race: 4.4M Republican votes, 3.6M Democrat votes. 2026 Governor race: 4.5M Republican votes, 5.2M Democrat votes. Republicans actually increased their turnout by ~100K. But Democrats somehow added 1.6 million new voters in a midterm cycle. For context, Kamala Harris got 4.8M votes in Texas during the 2024 Presidential election, the highest turnout election type. Democrats just beat that by 400K votes in a midterm governor's race. Midterms historically have lower turnout than presidential years. Texas followed that pattern in 2022. Not in 2026. The question isn't whether the numbers are real. It's whether anyone in a position of authority will ask how.

@TFTC21

Hegseth calls Massie's push to impeach him "a political spectacle, a personal manifesto driven by ego and resentment." Massie's charge: the Iran war ran more than 90 days without congressional authorization. The resolution is privileged, so it forces a House vote.

@TFTC21

"He is executing on President Trump's mission." That's Attorney General Todd Blanche defending Pete Hegseth as Massie's impeachment articles move in the House. One charge: a war without congressional approval. The defense: loyalty to the president and DOJ cover.

@TFTC21

Oil just lost about $15 a barrel in eight days. WTI went from about $100 on Nov 2 to about $85. Brent fell below $90 for the first time since August. Traders are betting Washington backs off the Iran war. How it happened: • Nov 2: Iran's president said Supreme Leader Mojtaba Khamenei gave the government authority for peace talks, and oil dropped sharply • Nov 3: Democrats won both chambers of Congress • Nov 4: JD Vance said "The reason we lost is the war." • Nov 5: the S&P 500 fell 4.36% and Nvidia fell 9.26% Trump also said he'd hold off on new strikes after appeals from Qatar and others, but he's keeping the naval blockade in place for now. The Strait of Hormuz carries about a fifth of the world's energy, and flows through it have largely recovered. Eurasia Group's Gregory Brew says Brent is unlikely to fall below $90 without durable de-escalation and a US-Iran deal. A tanker was reportedly hit by an unknown projectile in the strait over the weekend. One policy decision in Washington can move the global price of energy by double digits in days.

@TFTC21

Miami-Dade County now takes bitcoin for property taxes. Officials floated it in 2021 and 2022. It took until now. But the county won't touch a single coin, and that's the part worth reading. The details from the Tax Collector's announcement and local coverage: • Tax Collector Dariel Fernandez announced it Monday, Nov 9 • A third-party system converts the bitcoin to U.S. dollars • The office says it will not hold any cryptocurrency • It says it receives the full amount of taxes owed regardless of bitcoin's value at the time of the transaction • Only property taxes are covered. Fines, fees and licenses are not • Cash, checks, credit cards and debit cards remain available and unchanged This is a payment rail, not a treasury move. By the office's account, the county takes no price risk and holds no bitcoin. It is also the county Tax Collector, not the City of Miami, doing this. Still, a government office that deals in dollars now has to build a pipe for people who earn and save in bitcoin. Taxpayers can now settle a government bill with money no government prints. That's the point.

@TFTC21

The BLS can't tell you how much prices rose over the past 12 months. It is dropping the annual number from today's CPI report. A shutdown left a hole, and one monthly print may now decide a 25 or 50 basis point Fed hike. What we know going in: • CPI drops at 8:30 AM ET with no 12-month figure for headline or core • The 2025 shutdown left no October 2025 prices, so there is nothing to compare against • September CPI rose 0.6% on the month and 3.7% over the year • September core rose 0.3% on the month and 2.6% over the year • Dow Jones consensus for October is headline +0.3% and core +0.2% • Waller leans toward a 25 bp hike in December, and says 50 bp could be warranted if core is around 0.3% or more • CME FedWatch had a quarter-point December hike better than 80% likely So a government shutdown erased a month of price data, and one monthly core number could steer rates for everyone. That's a lot of weight on a single print.

@TFTC21

The FBI got a warrant for a sitting congressman's personal Gmail, seized his phone a month later, and has not charged him. A judge unsealed the paperwork over Rep. Andy Ogles' objection. • In July 2024 the FBI served Google with a search warrant for Ogles' personal Gmail account • About a month later, after his August primary, agents executed a separate warrant for his cell phone • A magistrate approved the searches on probable cause tied to possible false campaign-finance statements. That is not a finding that he committed a crime • Scripps Media, parent of NewsChannel 5, moved on Aug. 13, 2026 to unseal. The US took no position but said it may seek redactions. Ogles opposed • The judge rejected his privacy arguments, and the released affidavits are heavily redacted • In May 2026, DOJ lawyers told Ogles' team they would return his phone and destroy the emails Ogles has not been charged. A search warrant is one judge's signature, and the data sits on a company's servers. The public got a look at the file because a news outlet asked a court to open it. Messages stored on someone else's servers are one signature away from the government.

@TFTC21

Trump Media held 15,649 bitcoin at Sept 30, and a Nov 30 deadline could force it to sell some. Convertible noteholders can demand cash repayment that day, up to about $1B. Will the bitcoin stay put? What the numbers show • 15,649 BTC held at Sept 30, up 1,510 from the end of Q2 • Q3 profit of about $410M, driven by crypto gains • The filing warns the company may have to sell bitcoin or other digital assets if refinancing efforts fail • On Nov 5, wallets linked to Trump Media moved about 4,259 BTC from "Convertible Notes Collateral" addresses to Crypto․com • A spokesperson told CoinDesk the company transferred but did not sell A profit driven by crypto gains is only as solid as the balance sheet behind it. Debt that can be called for cash turns a long-term bitcoin treasury into a possible forced seller. Bitcoin held outright has no deadline. Bitcoin held against debt does. That's counterparty risk.

@TFTC21

Google DeepMind says it has mathematically proven key security properties of the machine code behind Signal. Not the design on paper. The compiled code. DeepMind's Pushmeet Kohli calls it the first time the production code of a widely deployed protocol has been formally verified, "by any method, with or without AI," and at this depth. • The proofs cover Signal's post-quantum PQXDH handshake and the Triple Ratchet • Properties proven: forward secrecy, authentication, post-compromise security and handshake secrecy • AI agents wrote the Lean proofs • Human experts reviewed every specification before any proof ran Formal verification is extremely complex and time consuming, which is why most software never gets it. DeepMind's pitch is that AI can change that. If that holds, the bar for privacy tools moves. Proof instead of promises.

@TFTC21

Riot isn't the only miner selling. MARA sold 13,597 bitcoin after September 30 for about $1.1 billion. That's roughly 40% of the 34,012 it held at quarter-end. $750 million of it went to repay bitcoin-backed loans.

@TFTC21

Hegseth says Iran, cartels, Maduro and Yemen were all "notified to Congress." Massie's charge is that the Iran war had no declaration of war and no statutory authorization. Notified is not authorized. That gap is the whole fight.

@TFTC21

97 Texas counties reported voter registrations exceeding their adult citizen population in the 2026 midterms. Montgomery County: 107.6% (34,319 over) Collin County: 104.0% (30,557 over) Fort Bend County: 104.1% (23,122 over) Williamson County: 103.0% (13,816 over) Denton County: 102.0% (13,466 over) Those totals include 1.76 million "suspense voters," registrations flagged because the voter never responded to an address confirmation notice or their mail came back undeliverable. They can still cast a ballot by confirming their address at the polls. Whether this is explained by Census estimates lagging explosive suburban growth or something worse, the fact that Texas can't answer that question definitively is the problem. You can't run credible elections on voter rolls you can't reconcile against the actual population. Clean the rolls or don't act surprised when nobody trusts the results.

@TFTC21

The Texas midterm numbers deserve scrutiny. 2022 Governor race: 4.4M Republican votes, 3.6M Democrat votes. 2026 Governor race: 4.5M Republican votes, 5.2M Democrat votes. Republicans actually increased their turnout by ~100K. But Democrats somehow added 1.6 million new voters in a midterm cycle. For context, Kamala Harris got 4.8M votes in Texas during the 2024 Presidential election, the highest turnout election type. Democrats just beat that by 400K votes in a midterm governor's race. Midterms historically have lower turnout than presidential years. Texas followed that pattern in 2022. Not in 2026. The question isn't whether the numbers are real. It's whether anyone in a position of authority will ask how.

@TFTC21

Hegseth calls Massie's push to impeach him "a political spectacle, a personal manifesto driven by ego and resentment." Massie's charge: the Iran war ran more than 90 days without congressional authorization. The resolution is privileged, so it forces a House vote.

@TFTC21

"He is executing on President Trump's mission." That's Attorney General Todd Blanche defending Pete Hegseth as Massie's impeachment articles move in the House. One charge: a war without congressional approval. The defense: loyalty to the president and DOJ cover.

@TFTC21

Oil just lost about $15 a barrel in eight days. WTI went from about $100 on Nov 2 to about $85. Brent fell below $90 for the first time since August. Traders are betting Washington backs off the Iran war. How it happened: • Nov 2: Iran's president said Supreme Leader Mojtaba Khamenei gave the government authority for peace talks, and oil dropped sharply • Nov 3: Democrats won both chambers of Congress • Nov 4: JD Vance said "The reason we lost is the war." • Nov 5: the S&P 500 fell 4.36% and Nvidia fell 9.26% Trump also said he'd hold off on new strikes after appeals from Qatar and others, but he's keeping the naval blockade in place for now. The Strait of Hormuz carries about a fifth of the world's energy, and flows through it have largely recovered. Eurasia Group's Gregory Brew says Brent is unlikely to fall below $90 without durable de-escalation and a US-Iran deal. A tanker was reportedly hit by an unknown projectile in the strait over the weekend. One policy decision in Washington can move the global price of energy by double digits in days.

@TFTC21

Miami-Dade County now takes bitcoin for property taxes. Officials floated it in 2021 and 2022. It took until now. But the county won't touch a single coin, and that's the part worth reading. The details from the Tax Collector's announcement and local coverage: • Tax Collector Dariel Fernandez announced it Monday, Nov 9 • A third-party system converts the bitcoin to U.S. dollars • The office says it will not hold any cryptocurrency • It says it receives the full amount of taxes owed regardless of bitcoin's value at the time of the transaction • Only property taxes are covered. Fines, fees and licenses are not • Cash, checks, credit cards and debit cards remain available and unchanged This is a payment rail, not a treasury move. By the office's account, the county takes no price risk and holds no bitcoin. It is also the county Tax Collector, not the City of Miami, doing this. Still, a government office that deals in dollars now has to build a pipe for people who earn and save in bitcoin. Taxpayers can now settle a government bill with money no government prints. That's the point.

@TFTC21

The BLS can't tell you how much prices rose over the past 12 months. It is dropping the annual number from today's CPI report. A shutdown left a hole, and one monthly print may now decide a 25 or 50 basis point Fed hike. What we know going in: • CPI drops at 8:30 AM ET with no 12-month figure for headline or core • The 2025 shutdown left no October 2025 prices, so there is nothing to compare against • September CPI rose 0.6% on the month and 3.7% over the year • September core rose 0.3% on the month and 2.6% over the year • Dow Jones consensus for October is headline +0.3% and core +0.2% • Waller leans toward a 25 bp hike in December, and says 50 bp could be warranted if core is around 0.3% or more • CME FedWatch had a quarter-point December hike better than 80% likely So a government shutdown erased a month of price data, and one monthly core number could steer rates for everyone. That's a lot of weight on a single print.

@TFTC21

The FBI got a warrant for a sitting congressman's personal Gmail, seized his phone a month later, and has not charged him. A judge unsealed the paperwork over Rep. Andy Ogles' objection. • In July 2024 the FBI served Google with a search warrant for Ogles' personal Gmail account • About a month later, after his August primary, agents executed a separate warrant for his cell phone • A magistrate approved the searches on probable cause tied to possible false campaign-finance statements. That is not a finding that he committed a crime • Scripps Media, parent of NewsChannel 5, moved on Aug. 13, 2026 to unseal. The US took no position but said it may seek redactions. Ogles opposed • The judge rejected his privacy arguments, and the released affidavits are heavily redacted • In May 2026, DOJ lawyers told Ogles' team they would return his phone and destroy the emails Ogles has not been charged. A search warrant is one judge's signature, and the data sits on a company's servers. The public got a look at the file because a news outlet asked a court to open it. Messages stored on someone else's servers are one signature away from the government.

@TFTC21

Trump Media held 15,649 bitcoin at Sept 30, and a Nov 30 deadline could force it to sell some. Convertible noteholders can demand cash repayment that day, up to about $1B. Will the bitcoin stay put? What the numbers show • 15,649 BTC held at Sept 30, up 1,510 from the end of Q2 • Q3 profit of about $410M, driven by crypto gains • The filing warns the company may have to sell bitcoin or other digital assets if refinancing efforts fail • On Nov 5, wallets linked to Trump Media moved about 4,259 BTC from "Convertible Notes Collateral" addresses to Crypto․com • A spokesperson told CoinDesk the company transferred but did not sell A profit driven by crypto gains is only as solid as the balance sheet behind it. Debt that can be called for cash turns a long-term bitcoin treasury into a possible forced seller. Bitcoin held outright has no deadline. Bitcoin held against debt does. That's counterparty risk.