The future won’t wait for you.

@TFTC21

Block sent a letter yesterday to Senate leaders Thune and Schumer urging them to bring the Clarity Act to a floor vote for digital asset regulatory clarity, developer protections, and self-custody rights.

@TFTC21

Riley Brown shares a full video guide on building AI agent teams in Buzz.

@TFTC21

"The gold price wasn't driven by Western money printing. That's simply not true. What was driving the gold market was China pumping in liquidity." @crossbordercap on why the "great debasement trade" narrative got it wrong and what the PBOC is really up to. x.com/TFTC21/status/…

@TFTC21

x.com/i/broadcasts/1…

@TFTC21

Russia just charged Telegram founder Pavel Durov with "aiding terrorism" and put him on an international wanted list. The FSB says Telegram failed to remove channels used by Ukrainian intelligence for sabotage and recruitment. This is the same playbook every government runs. France arrested Durov in 2024 over similar claims. Now Russia is doing it from the other side of the same war. The pattern is always identical. A terrible act happens. Governments point at encrypted messaging. They demand backdoors, content removal, compliance. Anyone who refuses becomes an enemy of the state. But encryption cannot be secure for some people and insecure for others. That's not how math works. A backdoor for the FSB is a backdoor for every intelligence agency, every hacker, every authoritarian regime on earth. Russia is simultaneously pushing its own state messaging app called MAX that openly shares user data with authorities and doesn't use end-to-end encryption. That's the endgame. Replace tools you can't surveil with tools you control. Every government wants the same thing, a communication layer they can monitor. They just use different justifications. Russia says terrorism. France said child safety. The US says national security. The demand is always the same. Give us access. The 60 Minutes clip from 2016 is worth revisiting. Durov said it plainly, "Encryption cannot be secure just for some people."

@TFTC21

Citadel buys Situational Awareness’s stock portfolio after the AI hedge fund run by Leopold Aschenbrenner takes heavy losses in the recent AI stock rout.

@TFTC21

"80% of US gross issuance is now under 2 years. Banks buy it because it matches their balance sheets. That is monetization of debt. That is printing money." @crossbordercap on why Bitcoin is the best protection against what's coming. x.com/TFTC21/status/…

@TFTC21

x.com/i/article/2082…

@TFTC21

Leopold Aschenbrenner's Situational Awareness fund is up 439% on the year, levered to the gills on AI stocks, and is now scrambling to raise capital after the recent rout. Sound familiar? Every few years, an Effective Altruist makes a fortune, gets drunk on their own certainty about the future, levers up, and blows apart. SBF believed he had a moral obligation to make as much money as possible so he could redistribute it to save the world. That conviction gave him permission to cut corners, commingle funds, and lie. He's in prison. Aschenbrenner believes he has "situational awareness" that perhaps a few hundred people on earth possess. That conviction gave him permission to run a skeleton crew of 4 investment professionals, use massive leverage with no prior trading experience, and concentrate into the most crowded trade on the planet. The pattern isn't coincidence. It's the philosophy. EA teaches its followers that the expected value of the future is so enormous that almost any risk is justified in the present. If you truly believe AGI will reshape civilization and you're one of the few who sees it clearly, why wouldn't you lever 10:1? The math says you should. That's the trap. Certainty about the future plus moral permission to act on it is the most dangerous combination in markets. It turns smart people into walking blowup risk. The market doesn't care about your thesis. It cares about your margin call.

@TFTC21

Hermes Agent now integrates with @blocks' Buzz.

@TFTC21

Google DeepMind unveils Gemini Robotics 2, advancing AI for adaptable robots with whole-body control, dexterity, and multi-robot collaboration.

@TFTC21

TFTC 776 w/ @crossbordercap: "We're tracking late 2021, early 2022 almost perfectly and it's not gonna be good for risk assets that haven't priced this in yet." We discuss: ⚡ Why the Fed is trapped ⚡ The $40T debt spiral ⚡ Bitcoin's 8x edge over gold

@TFTC21

Block sent a letter yesterday to Senate leaders Thune and Schumer urging them to bring the Clarity Act to a floor vote for digital asset regulatory clarity, developer protections, and self-custody rights.

@TFTC21

Riley Brown shares a full video guide on building AI agent teams in Buzz.

@TFTC21

"The gold price wasn't driven by Western money printing. That's simply not true. What was driving the gold market was China pumping in liquidity." @crossbordercap on why the "great debasement trade" narrative got it wrong and what the PBOC is really up to. x.com/TFTC21/status/…

@TFTC21

x.com/i/broadcasts/1…

@TFTC21

Russia just charged Telegram founder Pavel Durov with "aiding terrorism" and put him on an international wanted list. The FSB says Telegram failed to remove channels used by Ukrainian intelligence for sabotage and recruitment. This is the same playbook every government runs. France arrested Durov in 2024 over similar claims. Now Russia is doing it from the other side of the same war. The pattern is always identical. A terrible act happens. Governments point at encrypted messaging. They demand backdoors, content removal, compliance. Anyone who refuses becomes an enemy of the state. But encryption cannot be secure for some people and insecure for others. That's not how math works. A backdoor for the FSB is a backdoor for every intelligence agency, every hacker, every authoritarian regime on earth. Russia is simultaneously pushing its own state messaging app called MAX that openly shares user data with authorities and doesn't use end-to-end encryption. That's the endgame. Replace tools you can't surveil with tools you control. Every government wants the same thing, a communication layer they can monitor. They just use different justifications. Russia says terrorism. France said child safety. The US says national security. The demand is always the same. Give us access. The 60 Minutes clip from 2016 is worth revisiting. Durov said it plainly, "Encryption cannot be secure just for some people."

@TFTC21

Citadel buys Situational Awareness’s stock portfolio after the AI hedge fund run by Leopold Aschenbrenner takes heavy losses in the recent AI stock rout.

@TFTC21

"80% of US gross issuance is now under 2 years. Banks buy it because it matches their balance sheets. That is monetization of debt. That is printing money." @crossbordercap on why Bitcoin is the best protection against what's coming. x.com/TFTC21/status/…

@TFTC21

x.com/i/article/2082…

@TFTC21

Leopold Aschenbrenner's Situational Awareness fund is up 439% on the year, levered to the gills on AI stocks, and is now scrambling to raise capital after the recent rout. Sound familiar? Every few years, an Effective Altruist makes a fortune, gets drunk on their own certainty about the future, levers up, and blows apart. SBF believed he had a moral obligation to make as much money as possible so he could redistribute it to save the world. That conviction gave him permission to cut corners, commingle funds, and lie. He's in prison. Aschenbrenner believes he has "situational awareness" that perhaps a few hundred people on earth possess. That conviction gave him permission to run a skeleton crew of 4 investment professionals, use massive leverage with no prior trading experience, and concentrate into the most crowded trade on the planet. The pattern isn't coincidence. It's the philosophy. EA teaches its followers that the expected value of the future is so enormous that almost any risk is justified in the present. If you truly believe AGI will reshape civilization and you're one of the few who sees it clearly, why wouldn't you lever 10:1? The math says you should. That's the trap. Certainty about the future plus moral permission to act on it is the most dangerous combination in markets. It turns smart people into walking blowup risk. The market doesn't care about your thesis. It cares about your margin call.

@TFTC21

Hermes Agent now integrates with @blocks' Buzz.

@TFTC21

Google DeepMind unveils Gemini Robotics 2, advancing AI for adaptable robots with whole-body control, dexterity, and multi-robot collaboration.

@TFTC21

TFTC 776 w/ @crossbordercap: "We're tracking late 2021, early 2022 almost perfectly and it's not gonna be good for risk assets that haven't priced this in yet." We discuss: ⚡ Why the Fed is trapped ⚡ The $40T debt spiral ⚡ Bitcoin's 8x edge over gold