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@TFTC21@TFTC21

Strategy drops a tutorial on $STRC.

@TFTC21@TFTC21

A new Congressional Research Service report highlights how unstable the regulatory ground is for banks that want to touch bitcoin. Since 2017, federal regulators have repeatedly reversed course on which crypto activities banks can engage in as administrations and agency leadership change. Without legislation, any expansion stays vulnerable to reversal. The GENIUS Act already made stablecoin activities permissible for bank subsidiaries. But broader activities like custody, lending against Bitcoin collateral, and dealing in digital assets still depend on who's running the agencies.

@TFTC21@TFTC21

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@TFTC21@TFTC21

We have a system that makes it harder to save the fruits of your labor and then wonder why everyone is cutting corners. Cheap, easy money produces cheap goods. The price stays the same, there's less food in the package, and everyone pretends things haven't gotten more expensive. Sound money forces you to seriously consider what you're giving up when you spend it. Instead, we've created a system that punishes you for sitting still and encourages you to take more risk just to keep what you've already earned. The federal government has accumulated more than $40 trillion in gross debt. Bank of America thinks we'll be at $50 trillion by July 2029. And now we're supposed to believe an AI-driven productivity boom will let us grow our way out of the hole. Elon is pushing universal high income again, arguing AI and robotics will increase production faster than the money supply can grow. But you still need food, energy and somewhere to live. Sending everyone a bigger check while they're bidding for the same homes is going to drive prices up. Bitcoin gives us money that respects your time. Nobody gets to create more of it because they made a bad investment or promised voters something they can't afford. Fix the money, fix the world.

@TFTC21@TFTC21

iTrustCapital CEO says over 50% of client capital is going into bitcoin. "Investors have been allocating over time since that $58,000 low."

@TFTC21@TFTC21

Macro analyst Jordi Visser on why AI agents are the next bitcoin catalyst: "For the Incumbents to invest, two things need to happen. They need to question the assets they own that are worth $900 trillion. At the same time, there needs to be a translator that's a language they understand. AI agents are another bridge." x.com/BTCtreasuries/…

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Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.

Free, every weekday. Unsubscribe anytime using the link in each newsletter. By subscribing you agree to our Terms and acknowledge our Privacy Policy. Read recent issues.