TFTC
How Bitcoin and AI are becoming leverage for builders and independent thinkers.
349 posts
Tokyo Stock Exchange-listed Iole Inc. resolved on October 30 to sell all 151.21 BTC, worth roughly $11.7M, before end of November, booking an expected ¥254 million loss and routing…
Finland's Oulu Police Department opened a criminal investigation into Google subsidiary Tuike Finland Oy on October 29 for clearing roughly 815 acres of forest near Muhos before co…
CoinShares research puts AI/HPC revenue on pace to match Bitcoin mining revenue across the listed miner cohort by year-end 2026. IREN crossed parity first. The math on why miners w…
AIB Data Centers is converting a former Spartanburg County Bitcoin mine into a 50MW AI colocation facility for Nebius under a 12-year deal. Nebius's own infrastructure chief said t…
Bitcoin Core disclosed three vulnerabilities on October 28, the first ever released under its new 'easily discoverable' framework, including a medium-severity crash bug that lets a…
Cathedral, backed by a16z and Sequoia at a $1.4B valuation, found paths into Anthropic's sales, HR, and IT systems through third-party admin software in under 12 hours, and the Whi…
Electrum patched a high-severity, actively exploited vulnerability on October 24 that allowed malicious servers to silently swap a user's pending Bitcoin payment and steal funds du…
Elon Musk warned on October 25 that debt markets have largely shut off for AI-only infrastructure companies, predicting 'guppy-level death and consolidation' among more than 200 ne…
Morgan Stanley revised U.S. data center power demand up 43% to 97 GW through 2028, leaving a 32 GW net shortfall even after accounting for behind-the-meter generation. The bottlene…
PreussenElektra, E.ON's nuclear decommissioning arm, announced Wednesday it is working with Nvidia to evaluate former German nuclear plant sites as AI data center locations. No dea…
Chaincode Labs developer Antoine Poinsot announced a new 'easily discoverable' vulnerability tier for Bitcoin Core, accelerating patch timelines for bugs that LLMs can surface with…
Morgan Stanley is blocking them outright. JPMorgan, Bank of America, and Citi are restricting them. Jamie Dimon warned of 'thousands' of rogue agents and told customers the liabili…
Wood Mackenzie projects US grid operators will commit to just 28% of the 1,066 GW in data center power requests on file, leaving an estimated 768 GW of 'phantom load' that will nev…
Elon Musk disclosed on SpaceX's Q3 2026 earnings call that the company could not source Nvidia GB300/GB200/H100 GPUs, Google TPUs, or Amazon Trainium chips when attempting to offlo…
Quantinuum's Helios computer hit 99.9995% logical fidelity on October 19, a 10x improvement over its own September record and 100x better than any competing hardware. A fault-toler…
DHS Exclusion and Removal Order #2026-01, signed July 24 and filed publicly October 19, orders all U.S. civilian agencies to immediately remove DeepSeek products and any third-part…
Researcher Pizza Bitcoiner used AI-assisted agentic searches to surface 375 cases missing from Jameson Lopp's archive, pushing the documented physical Bitcoin attack count past 700…
The Quantum Alliance claims 6.04-6.4 million BTC are exposed to future quantum attacks. Its founding roster is heavy on altcoin projects and security vendors, with no Bitcoin Core…
Google's Willow quantum processor achieved a 40-fold reduction in magic-state errors, solving a key bottleneck on the road to a cryptographically relevant quantum computer. The rou…
CoreWeave's three co-founders liquidated $3.3 billion in company stock since the March 2025 IPO, including $2.4 billion in 2026 alone, as the company's bonds cratered into distress…
The Commoner
Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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