The future won’t wait for you.

@TFTC21

Cerebras CEO Andrew Feldman: "We have a shot with this technology so that not our children nor anyone they know dies of cancer... Make your tally of the cons and the pros. There's a shot that our children, none of them nor the people they love, will die of cancer."

@TFTC21

"AGI, I suspect you'll agree with me, we've hit it. We just haven't exactly deployed it fully... By any definition we had 20 years ago, we've blown past it."

@TFTC21

Cerebras CEO Andrew Feldman: "We have a $25 billion backlog... OpenAI, Anthropic, Google, Microsoft, AWS — all of these players are not chasing 'if you build it, they will come.' They're chasing the demand is booked. How do we keep them from leaving?"

@TFTC21

Coinbase Vice Chair on the Clarity Act: "Democratic and Republican senators are working around the clock to get this across the finish line."

@TFTC21

CFTC Chairman Mike Selig on the CLARITY Act: "We want to get in statute... We would have exchanges that are federally regulated... States like New York are very aggressive against crypto. We need federal protections for the product and for the exchanges."

@TFTC21

Most people don't need more news. They need a better filter. The Bitcoin Brief cuts through the noise every morning: bitcoin, macro, AI, energy, policy, and freedom tech. No hype. No slop. Just the stories that matter. Free every weekday. Subscribe 👇 tftc.io/bitcoin-brief

@TFTC21

Strategy sold bitcoin last week. For the first time since 2022, the most visible corporate bitcoin buyer in the world turned part of its treasury into cash. The July 6 SEC filing shows two batches. Strategy sold 1,363 BTC for $80.8 million through June 30 at an average price of $59,256. It sold another 2,225 BTC for $135.2 million from July 1-5 at an average price of $60,773. That's 3,588 BTC sold for $216 million at a weighted average price of roughly $60,201. The proceeds went to pay distributions on its preferred stock and replenish the dollar reserve used for that purpose. This wasn't a mystery whale, a miner plugging a hole, or an exchange wallet shuffle. This was Strategy managing its capital stack. We knew this door was open. On June 29, Strategy authorized a bitcoin monetization program that could generate up to $1.25 billion for its dollar reserve. One week later, the company proved it was willing to use it. The sale deserves scrutiny. Strategy still holds 843,775 BTC, but preferred distributions and debt service don't care about slogans. They require dollars. The deeper the capital stack gets, the more pressure there is to actively manage the bitcoin beneath it. Freaks should keep that distinction clear. Bitcoin is simple. The wrappers people build around it rarely are. But something else happened that matters even more. Bitcoin didn't break. As of this writing, bitcoin is trading around $64,550, roughly 7.2% above Strategy's weighted average sale price. The market took 3,588 BTC from the most well-known holder on the planet and kept moving higher. How many times were we told that Strategy and the ETFs were the only buyers? How many people claimed bitcoin would collapse the moment those flows reversed? Well, Strategy sold. ETF holders sold. Other people bought the corn. That's how a real market works. Coins move from leveraged structures, weak hands, and impatient holders to buyers willing to sit on bids when the headlines look ugly. Strategy's sale doesn't prove that every risk is gone. It proves that bitcoin is bigger than Strategy. Bigger than the ETF complex. Bigger than the capital stack Michael Saylor built on top of it. Don't confuse bitcoin with the wrappers. Don't confuse a treasury company with the network. Don't confuse a visible buyer with the only buyer.

@TFTC21

Howard Lutnick: "We try to bring 40 to 50 percent of manufacturing of semiconductors home to America so we can take care of ourselves. This is critical capability, which also brings with it, for Micron alone, 100,000 American jobs. Just Micron alone."

@TFTC21

Pentagon releases new UAP footage from 2025 showing a six-pointed star-shaped object tracked by military sensors over the Yellow Sea.

@TFTC21

Private credit defaults just hit 6.0%, the highest ever recorded by Fitch. 11% of loans are now paying interest with more debt instead of cash. Investors are selling positions at 30-65% discounts just to get out. U.S. life insurers are sitting on $849B of this stuff. The next crisis won't start at a bank.

@TFTC21

Mark Carney is the only Canadian PM in 60+ years to deliver negative real GDP growth in his first year.

@TFTC21

"You can have a couple million bucks and depending on where you live, it ain't going to get it done." @KFCBarstool on how a million-dollar salary in New York barely covers shelter, school, and groceries after the government takes half.

@TFTC21

Cerebras CEO Andrew Feldman: "We have a shot with this technology so that not our children nor anyone they know dies of cancer... Make your tally of the cons and the pros. There's a shot that our children, none of them nor the people they love, will die of cancer."

@TFTC21

"AGI, I suspect you'll agree with me, we've hit it. We just haven't exactly deployed it fully... By any definition we had 20 years ago, we've blown past it."

@TFTC21

Cerebras CEO Andrew Feldman: "We have a $25 billion backlog... OpenAI, Anthropic, Google, Microsoft, AWS — all of these players are not chasing 'if you build it, they will come.' They're chasing the demand is booked. How do we keep them from leaving?"

@TFTC21

Coinbase Vice Chair on the Clarity Act: "Democratic and Republican senators are working around the clock to get this across the finish line."

@TFTC21

CFTC Chairman Mike Selig on the CLARITY Act: "We want to get in statute... We would have exchanges that are federally regulated... States like New York are very aggressive against crypto. We need federal protections for the product and for the exchanges."

@TFTC21

Most people don't need more news. They need a better filter. The Bitcoin Brief cuts through the noise every morning: bitcoin, macro, AI, energy, policy, and freedom tech. No hype. No slop. Just the stories that matter. Free every weekday. Subscribe 👇 tftc.io/bitcoin-brief

@TFTC21

Strategy sold bitcoin last week. For the first time since 2022, the most visible corporate bitcoin buyer in the world turned part of its treasury into cash. The July 6 SEC filing shows two batches. Strategy sold 1,363 BTC for $80.8 million through June 30 at an average price of $59,256. It sold another 2,225 BTC for $135.2 million from July 1-5 at an average price of $60,773. That's 3,588 BTC sold for $216 million at a weighted average price of roughly $60,201. The proceeds went to pay distributions on its preferred stock and replenish the dollar reserve used for that purpose. This wasn't a mystery whale, a miner plugging a hole, or an exchange wallet shuffle. This was Strategy managing its capital stack. We knew this door was open. On June 29, Strategy authorized a bitcoin monetization program that could generate up to $1.25 billion for its dollar reserve. One week later, the company proved it was willing to use it. The sale deserves scrutiny. Strategy still holds 843,775 BTC, but preferred distributions and debt service don't care about slogans. They require dollars. The deeper the capital stack gets, the more pressure there is to actively manage the bitcoin beneath it. Freaks should keep that distinction clear. Bitcoin is simple. The wrappers people build around it rarely are. But something else happened that matters even more. Bitcoin didn't break. As of this writing, bitcoin is trading around $64,550, roughly 7.2% above Strategy's weighted average sale price. The market took 3,588 BTC from the most well-known holder on the planet and kept moving higher. How many times were we told that Strategy and the ETFs were the only buyers? How many people claimed bitcoin would collapse the moment those flows reversed? Well, Strategy sold. ETF holders sold. Other people bought the corn. That's how a real market works. Coins move from leveraged structures, weak hands, and impatient holders to buyers willing to sit on bids when the headlines look ugly. Strategy's sale doesn't prove that every risk is gone. It proves that bitcoin is bigger than Strategy. Bigger than the ETF complex. Bigger than the capital stack Michael Saylor built on top of it. Don't confuse bitcoin with the wrappers. Don't confuse a treasury company with the network. Don't confuse a visible buyer with the only buyer.

@TFTC21

Howard Lutnick: "We try to bring 40 to 50 percent of manufacturing of semiconductors home to America so we can take care of ourselves. This is critical capability, which also brings with it, for Micron alone, 100,000 American jobs. Just Micron alone."

@TFTC21

Pentagon releases new UAP footage from 2025 showing a six-pointed star-shaped object tracked by military sensors over the Yellow Sea.

@TFTC21

Private credit defaults just hit 6.0%, the highest ever recorded by Fitch. 11% of loans are now paying interest with more debt instead of cash. Investors are selling positions at 30-65% discounts just to get out. U.S. life insurers are sitting on $849B of this stuff. The next crisis won't start at a bank.

@TFTC21

Mark Carney is the only Canadian PM in 60+ years to deliver negative real GDP growth in his first year.

@TFTC21

"You can have a couple million bucks and depending on where you live, it ain't going to get it done." @KFCBarstool on how a million-dollar salary in New York barely covers shelter, school, and groceries after the government takes half.