Michael Saylor violated his own forward guidance, bought back preferreds and compressed his dividend runway, and is now open to selling bitcoin. Jamie McAvity and I dig into the time bomb, bitcoin mining's generational buying window, and why the AI data center gold rush is sounder than 2021.
The ECB just confirmed what gold bulls have known for a year: gold has overtaken Treasuries as the world's top reserve collateral asset. Vince Lanci explains the transition, China's vault network, and why Bitcoin is the one exit that can't be co-opted at the on-ramp.
The Bank of Japan raised rates to 1%, the highest since 1995. Every previous hike crashed Bitcoin 18-28%. Today BTC holds $66K. BlackRock launches BITA income ETF. Warsh chairs first FOMC.
The UK just banned under-16s from Snapchat, TikTok, YouTube, Instagram, Facebook, and X. Bluesky is reportedly exempt. The surveillance infrastructure this requires is the real story.
Michael Sullivan built cohort-level sentiment analysis of Bitcoin Twitter and the data is unambiguous: pleb anger is at its longest persistent streak in years, OG conviction is diverging sharply upward, and the narratives that matter most are being completely ignored.
A Sudanese man attempted a beheading in Belfast. The city erupted. The UK government's response: threaten the angry, blame the platform, and fast-track device surveillance. Signal and Mullvad are fighting back.
Anthropic's CEO calls for mandatory government testing of AI models and power to block deployments. Released the same day his company closed a $35 billion credit deal. Meanwhile, Cashu gets Proof of Reserves via Bark, and Botanix shuts down.
Anthropic's Fable 5 delivers superhuman coding performance while secretly sabotaging AI research tasks. Two stories that show why centralized intelligence control threatens innovation and why open-source alternatives matter.
