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 pricing.
Chinese Foreign Minister Wang Yi pledged reconstruction support for Iran on June 22, signaling Beijing intends to secure long-term oil access in exchange. Every infrastructure contract signed in Tehran under Chinese terms is another barrel that clears outside dollar rails.
Iran's IRGC struck a cargo ship near Oman on June 25, pausing the UN's strait evacuation plan and breaking a week-old ceasefire. OFAC has designated the IRGC's toll-collecting entity and Iran's four largest crypto exchanges as it chases $1/barrel Bitcoin and stablecoin payments that have been
NVK returns to break down the fiat tax farm, the ARCA data haven he's building at Coinkite, why UBI ends humanity, and how AI hands the unreasonable man the power of a thousand suns.
Brandon Bailey on why bitcoin miners accidentally built the most valuable asset in the AI compute boom, which companies are executing the transition, and why the whole setup is net-positive for Bitcoin and the network.
Pluto, Uranus, Neptune, and Jupiter form exact alignments at 4 degrees for the first time in roughly 6,000 years. Marty came in a skeptic and came out convinced something real is converging — because everything he watches daily is pointing the same direction at the same time.
Kyle Olney returns to break down the truck-sized loophole in the BRCA safe harbor, why the Clarity Act in its current form may be worse than nothing, and how the government's AI export controls are the same fight, just running faster.
The BEA's final Q1 2026 GDP estimate shows AI data center equipment and software investment carried roughly 74% of all U.S. economic growth in the first quarter, while consumer spending contributed less than a fifth of the headline number.
EFF's FOIA investigation, published June 25, finds that Flock Safety's ALPR systems, deployed in more than 5,000 communities, include a drop-down menu letting local police subscribe to ICE's Immigration Violator hotlist. The list is built entirely on administrative warrants, issued by ICE agents
DMND mining pool and GoMining mined block 955,318 on June 25, using Stratum V2's Job Declaration feature for the first known time in a live production environment, shifting transaction selection from pool to miner.
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' HPC fork, MiCA, and stablecoin surveillance.
Bitcoin's one-week options skew is flashing a ~24-point put premium, a panic-level read last seen near an interim bottom earlier this year. The BEA releases May PCE at 8:30 a.m. EDT today. A miss on the 3.4% core consensus could trigger a fast unwind.
TRM Labs traced $3.84 billion from 60+ sanctioned Iranian entities through CoinEx since 2019, making it Iran's primary international crypto exit ramp by 2024. OFAC's June 2 sanctions left the exchange off the list.
India is on track to import a record 2.35 million bpd of Russian crude in June 2026, with Russia accounting for 53.5% of all Indian oil imports. The U.S. sanctions waiver on Russian seaborne oil quietly expired. Indian refiners kept buying.
By Marty Bent
Austin, TX
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By Marty Bent
Austin, TX
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