Bitcoin Brief
Put America Back on the Henry Adams Curve
America broke from two centuries of rising energy use per person. Bitcoin miners and AI datacenters are exposing the scarcity we chose to build.
8 min read
TFTC / The Bitcoin Brief
Bitcoin, AI, and the ideas reshaping the world.
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1,442 posts
Bitcoin Brief
Hugging Face Was Breached by an Autonomous AI Agent Swarm
An AI-agent swarm breached Hugging Face. Its defenders then learned why critical organizations need models they can run and control themselves.
8 min read
Bitcoin Brief
Private Credit's Exit Door Is Jammed
Investors asked private-credit funds for far more liquidity than the wrappers were built to provide. The structures are functioning as written, and the terms reveal how narrow the…
9 min read
Bitcoin Brief
The AI Race Is About Sovereignty, Not Just Intelligence
Thinking Machines released Inkling with downloadable weights and a vision for customizable AI. The real race is over who controls the intelligence.
9 min read
Bitcoin Brief
AI Needs More Builders, Not More Moratoriums
Nebius is giving infrastructure owners a path into AI cloud. New York is responding to the same power demand by rationing growth.
7 min read
Bitcoin Brief
Inflation Fell. Oil Is Already Trying to Take It Back.
June CPI fell as energy prices retreated. July oil is already moving the other way, leaving the Fed with a reprieve instead of an all clear.
10 min read
Bitcoin Brief
The War Premium Is Back
Iran and the United States are trading fire again. Hormuz traffic is slowing, oil is rising, and the inflation trade is back before it ever really left.
8 min read
Bitcoin Brief
Strategy Sold bitcoin. The Market Absorbed It.
Strategy sold 3,588 BTC for $216 million to support preferred distributions, yet bitcoin trades above its average sale price. Jensen Huang makes the case for companies owning their…
7 min read
Bitcoin Brief
Europe Is Completely Dystopian Now
Europe is completely dystopian now. Chat Control, DAC8, in-car cameras, and VPN restrictions point to the same surveillance machine.
8 min read
Bitcoin Brief
Chat Control Shows Europe's Orwellian Turn
Brussels is trying to revive Chat Control through procedural games. Plus: broken money turns inflation pain into class war, AI agents become real business, and Bitcoin tech keeps m…
8 min read
Bitcoin Brief
GPUs Are Not Bitcoin ASICs, But The Credit Structure Rhymes
GPU financing is rhyming with the ASIC loan cycle while Japan’s bond market screams that sovereign debt stress is spreading.
6 min read
Bitcoin Brief
Housing Inflation Is Policy All The Way Down
Fed-linked research and common sense point to the same conclusion: open-border policy created an artificial housing-demand shock. Plus PJM grid stress, RBA wage revolt, Capital War…
10 min read
Bitcoin Brief
A Court Cannot Move Your Bitcoin, But It Can Cloud the Title
A New York dormant-wallet lawsuit, Euroclear’s frozen Russian asset fight, OFAC stablecoin freezes, and the right to run local AI all point to the same lesson: control the ledger,…
11 min read
Bitcoin Brief
The State Wants a Seat at the AI Cap Table
OpenAI may offer the US government a stake in the company. The AI industry is moving onto wartime footing while bitcoin remains outside every cap table.
8 min read
Bitcoin Brief
The AI War Is Being Fought at Every Layer
BPI tracks the anti-data-center ground game while Claude Code and Fable 5 show the same AI conflict at the model-access layer. Plus bitcoin probes $58k, global liquidity shifts, an…
10 min read
Bitcoin Brief
Protect Kids, Verify Everyone
The KIDS Act would push the internet toward age verification gates under the banner of protecting kids. Parents should parent. Government should stay out of building identity rails…
7 min read
Bitcoin Brief
The Debasement Trade Is Being Tested
Michael Howell says bitcoin weakness reflects a slowing liquidity impulse, not a dead debasement thesis. Plus Jay Patel, Strategy capital management, and Jordi Visser on the AI sha…
7 min read
Bitcoin Brief
The Government Has No Business Deciding Who Gets Access to GPT-5.6
OpenAI is reportedly limiting GPT-5.6 access at the US government’s request. Marty argues AI safety has become regulatory moat-building as open-weight models catch up and crush pri…
9 min read
Bitcoin Brief
Bitcoin's Selloff Is Stress-Testing the Leverage Built Around It
Bitcoin broke below $59k, stress-testing leverage around the asset while the network keeps clearing blocks. Plus DMND's first known Stratum V2 block, AI compute bottlenecks, miners…
7 min read
Bitcoin Brief
Catholic Leaders and Law Enforcement Unite Against the Crypto Industry's Most Important Bill
Catholic leaders and four major law enforcement associations oppose the CLARITY Act's BRCA provision. The bill that would have kept Samourai's developers free needs a floor vote by…
13 min read
