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The DOJ Sent Samourai's Developers to Prison After FinCEN Said They Weren't Money Transmitters

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, and citizenship becomes a legitimacy fight…
"Maybe your miner costs 10 cents a kilowatt hour. Propane costs 9. But the miner gives you 3-5 cents back in sats. That's a 40-50% net cost reduction." @tylerkstevens on the real math behind heating with Bitcoin.

Micron Technology announces $250 million investment in Trump Accounts.

Someone is trying to claim Satoshi's coins through a New York courtroom, and they just got their first real challenger. An anonymous plaintiff "Noah Doe" filed a case in March claiming legal title over 39,069 dormant Bitcoin addresses holding ~3.8 million BTC. His move was to flag the wallets as abandoned, send OP_RETURN messages giving holders 90 days to respond, then claim everything that stayed silent as "lost property." He valued each wallet under $10 to exploit a fast-track provision in New York law. Now a respondent called "John Doe 33" has entered the case as an actual party, declaring they are "a natural human person" and "not a Bitcoin blockchain address, digital wallet, source code, or any other form of inanimate data." Unlike the earlier amicus brief that froze the case, a respondent can cross-examine and force the plaintiff to prove their claim. The blockchain is already undermining the case. Multiple "abandoned" addresses have moved coins since the filing, proving someone holds the keys. Next hearing: July 14.
"Mining has this interesting character arc. It started on laptops, got industrialized through economies of scale, and now it's at this choke point where it's going to come back home." @tylerkstevens on the mega miner apocalypse and why home mining's moment is now.
SEC Commissioner Hester Peirce says the Clarity Act is on track to pass this summer. "I expect that we'll see it pass soon."
Palantir CEO Alex Karp: "When OpenAI or Anthropic especially are talking about critical infrastructure, it only is being used in our product. My product." "The 'I'm gonna trust you, you should trust me cause I've never lied BS thing, that just doesn't cut it at this level.'"
Alex Karp: "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane."
Read more signal, less noise: tftc.io/bitcoin-brief

21 anti-data center campaigns across 14 states. Activist networks with documented ties to Chinese state interests. County-level moratoria killing American AI infrastructure. At the same time, Anthropic is routing sensitive model requests through weaker models after coordinating directly with the federal government. The chokepoints are multiplying. The county board slows the data center. The feds shape who gets the model. The lab downgrades your request. The proxy leaks your location. Bitcoin taught us: don't outsource sovereignty to institutions that can be coerced. AI is teaching the same lesson, faster.

TFTC w/ @tylerkstevens & @tronsington: "You don't need to mine profitably. You just need to be useful. One customer got a 3.3x multiplier on his solar. Another cut 45% off his heating bill." We discuss: ⚡ Sats you never bought ⚡ Non-KYC stacking ⚡ $50 hardware right now
Trump on the Intel deal: "I said, 'I'll do it for you. But give the United States of America 10% of your company.' He said, 'You have a deal.' He said it so fast, I should've asked for more."

Meta is spending $125-$145 billion on AI infrastructure this year and now wants to sell the excess compute via a new cloud business.
"Maybe your miner costs 10 cents a kilowatt hour. Propane costs 9. But the miner gives you 3-5 cents back in sats. That's a 40-50% net cost reduction." @tylerkstevens on the real math behind heating with Bitcoin.

Micron Technology announces $250 million investment in Trump Accounts.

Someone is trying to claim Satoshi's coins through a New York courtroom, and they just got their first real challenger. An anonymous plaintiff "Noah Doe" filed a case in March claiming legal title over 39,069 dormant Bitcoin addresses holding ~3.8 million BTC. His move was to flag the wallets as abandoned, send OP_RETURN messages giving holders 90 days to respond, then claim everything that stayed silent as "lost property." He valued each wallet under $10 to exploit a fast-track provision in New York law. Now a respondent called "John Doe 33" has entered the case as an actual party, declaring they are "a natural human person" and "not a Bitcoin blockchain address, digital wallet, source code, or any other form of inanimate data." Unlike the earlier amicus brief that froze the case, a respondent can cross-examine and force the plaintiff to prove their claim. The blockchain is already undermining the case. Multiple "abandoned" addresses have moved coins since the filing, proving someone holds the keys. Next hearing: July 14.
"Mining has this interesting character arc. It started on laptops, got industrialized through economies of scale, and now it's at this choke point where it's going to come back home." @tylerkstevens on the mega miner apocalypse and why home mining's moment is now.
SEC Commissioner Hester Peirce says the Clarity Act is on track to pass this summer. "I expect that we'll see it pass soon."
Palantir CEO Alex Karp: "When OpenAI or Anthropic especially are talking about critical infrastructure, it only is being used in our product. My product." "The 'I'm gonna trust you, you should trust me cause I've never lied BS thing, that just doesn't cut it at this level.'"
Alex Karp: "Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane."
Read more signal, less noise: tftc.io/bitcoin-brief

21 anti-data center campaigns across 14 states. Activist networks with documented ties to Chinese state interests. County-level moratoria killing American AI infrastructure. At the same time, Anthropic is routing sensitive model requests through weaker models after coordinating directly with the federal government. The chokepoints are multiplying. The county board slows the data center. The feds shape who gets the model. The lab downgrades your request. The proxy leaks your location. Bitcoin taught us: don't outsource sovereignty to institutions that can be coerced. AI is teaching the same lesson, faster.

TFTC w/ @tylerkstevens & @tronsington: "You don't need to mine profitably. You just need to be useful. One customer got a 3.3x multiplier on his solar. Another cut 45% off his heating bill." We discuss: ⚡ Sats you never bought ⚡ Non-KYC stacking ⚡ $50 hardware right now
Trump on the Intel deal: "I said, 'I'll do it for you. But give the United States of America 10% of your company.' He said, 'You have a deal.' He said it so fast, I should've asked for more."

Meta is spending $125-$145 billion on AI infrastructure this year and now wants to sell the excess compute via a new cloud business.
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