The future won’t wait for you.

@TFTC21

Dario Amodei's wife sought funding from Jeffrey Epstein. Cami Clark, who holds no formal title at Anthropic but serves as the CEO's closest adviser, co-founded a porn company in 2009 and pitched Epstein directly in 2011 to invest. She sent him the film script, followed up a year later for another round, and maintained correspondence with him for two years. Epstein declined. Clark then connected with former Google CEO Eric Schmidt, who she had previously dated, and brought him in as one of Anthropic's earliest investors. Today she attends Davos and Sun Valley at Amodei's side, meets with Ivanka Trump and Jared Kushner, and helps shape the company's political relationships. Her online presence has been deliberately scrubbed. Anthropic is preparing a $2 trillion IPO. The person with the most influence over its CEO has no title, no accountability, and a past that includes seeking money from a convicted sex offender.

@TFTC21

"Anthropic and OpenAI are fearmongering. The politicians are buying into that fearmongering. And the product of that is the Chinese open weight models are winning." @MartyBent and @GideonOPowell on the AI regulatory moat problem. x.com/TFTC21/status/…

@TFTC21

The first European Bitcoin Business Report from @bringinxyz is out and it's a sobering read. When MiCA's transitional period closed on July 1, 92% of European crypto firms lost the right to operate. Only 244 out of roughly 3,167 pre-MiCA firms hold authorization today. The report calls it "the single most useful thing any European business can do this quarter is check whether its provider is on the ESMA register." The leveraged treasury model also took a hit. Strategy sold Bitcoin for the first time since December 2022 and the report concludes "leverage rather than Bitcoin was the variable that broke." Companies that borrowed to buy and owed cash on a schedule got hurt. Operating businesses that earned Bitcoin and kept what they could afford were fine. Meanwhile European investors were quietly buying the drawdown while American investors sold, until geopolitical risk broke the pattern in late May. The report's through-line is that "Bitcoin in Europe is moving from a question of whether to a question of structure" and "the speculative layer had a difficult half; the infrastructure layer had its most consequential half yet."

@TFTC21

You can now book humanoid robots to clean your apartment in San Francisco. $30 for one robot for 60 minutes, $60 for two.

@TFTC21

Y Combinator CEO @garrytan says turning down Palantir for a Microsoft promotion was a "$2 to $4 billion mistake." His Stanford fraternity brothers flew him down to meet Peter Thiel, who handed him a $70K check on the spot. Tan's response? "Thank you very much, Mr. Thiel, but I might get promoted to level 60 this year."

@TFTC21

White House expected to host gathering next Wednesday for cryptocurrency and prediction market officials, POLITICO reports. Traditional finance execs may attend. Unclear if President Trump will join.

@TFTC21

Tether just completed its first full financial audit, conducted by KPMG U.S., receiving an unqualified (clean) opinion on its 2025 financial statements. Tether calls it "the largest inaugural financial audit in history." KPMG "physically counted and inspected every individual gold bar held by Tether" rather than relying on custodian reports. The audit covered the full balance sheet, income statement, equity changes, and cash flows. Audited financials show reserves exceeding liabilities by $6.814 billion. CEO Paolo Ardoino called it a direct answer to years of doubt. "For years, some detractors said an audit of Tether could not be completed. They said the Company refused to subject itself to the most rigorous scrutiny. We have once again proven them wrong." CFO Simon McWilliams added "we subjected our financial statements to the scrutiny of a Big Four audit" and "we hold ourselves to the standards seen at the world's leading companies." Over 650 million users across emerging markets rely on Tether daily. tether.io/news/tether-co…

@TFTC21

BTCPay Server just released v2.4.3-rc4, a security update addressing vulnerabilities reported by the Bitcoin Red Team, @ProjectLoupe, @MagicGrants, and independent researchers. The release "follows several days of nonstop work, review, and testing." If you're running an instance, upgrade now. The team strongly recommends updating despite the RC status and says the full open-source release will follow within 48 hours.

@TFTC21

X just open sourced its "For You" ranking algorithm and core ranking engine on GitHub under the Apache v2 license. The release is 10-15x larger than X's previous open source efforts and includes the model configuration, filters, and the parameters used to weight different signals that determine which posts actually show up in your feed. X VP of Product Keith Coleman says "you can see the systems that filter out potentially problematic, rule-violating content" and that some systems "like the ranker and the score, you can even run yourself outside the company." A new "Under the Hood" transparency tool will also let users download their stats as a JSON file to see if any labels have been applied to their account or posts. Coleman says "our dream is that anyone in the public can be able to assess how posts are distributed on the platform, vet that it's a level playing field."

@TFTC21

Per @EleanorTerrett, the SEC's tokenization innovation exemption has been "further delayed." The reason appears to be that the tokenization section of the Clarity Act (Section 10505) is still being negotiated and the SEC doesn't want to upset the compromise with a unilateral exemption. Tomorrow's 10AM open meeting on "Regulation Crypto Assets" is still on.

@TFTC21

MSCI has proposed new index rules that would screen out "non-operating companies" from its Global Investable Market Indexes. Strategy ($MSTR) is one of only three companies that would be deleted under a May 2026 simulation, alongside Metaplanet and Yellow Cake. The proposed methodology screens companies on operating assets, expenses, cash flow, non-operating fair-value changes, and dependence on raising capital to accumulate assets. A company becomes ineligible by failing four out of five tests. Strategy lands in the deletion column of the simulation. This is not final. Consultation closes September 30 with a decision expected October 16. If approved, removal would happen during the November 2026 Index Review. Earlier JPMorgan analysis estimated MSCI-related passive fund outflows of roughly $2.8 billion in forced $MSTR selling, though current market cap levels could put the number lower. Worth noting that MSCI previously tried to create rules specifically targeting "Digital Asset Treasury Companies" and backed off. Now they're back with a broader framework that happens to catch the same companies.

@TFTC21

"The opportunity is really to make it easier to not connect to the grid and bring your own power." @MartyBent and @GideonOPowell making the case that Bitcoin miners have been innovating off-grid for years. x.com/TFTC21/status/…

@TFTC21

Dario Amodei's wife sought funding from Jeffrey Epstein. Cami Clark, who holds no formal title at Anthropic but serves as the CEO's closest adviser, co-founded a porn company in 2009 and pitched Epstein directly in 2011 to invest. She sent him the film script, followed up a year later for another round, and maintained correspondence with him for two years. Epstein declined. Clark then connected with former Google CEO Eric Schmidt, who she had previously dated, and brought him in as one of Anthropic's earliest investors. Today she attends Davos and Sun Valley at Amodei's side, meets with Ivanka Trump and Jared Kushner, and helps shape the company's political relationships. Her online presence has been deliberately scrubbed. Anthropic is preparing a $2 trillion IPO. The person with the most influence over its CEO has no title, no accountability, and a past that includes seeking money from a convicted sex offender.

@TFTC21

"Anthropic and OpenAI are fearmongering. The politicians are buying into that fearmongering. And the product of that is the Chinese open weight models are winning." @MartyBent and @GideonOPowell on the AI regulatory moat problem. x.com/TFTC21/status/…

@TFTC21

The first European Bitcoin Business Report from @bringinxyz is out and it's a sobering read. When MiCA's transitional period closed on July 1, 92% of European crypto firms lost the right to operate. Only 244 out of roughly 3,167 pre-MiCA firms hold authorization today. The report calls it "the single most useful thing any European business can do this quarter is check whether its provider is on the ESMA register." The leveraged treasury model also took a hit. Strategy sold Bitcoin for the first time since December 2022 and the report concludes "leverage rather than Bitcoin was the variable that broke." Companies that borrowed to buy and owed cash on a schedule got hurt. Operating businesses that earned Bitcoin and kept what they could afford were fine. Meanwhile European investors were quietly buying the drawdown while American investors sold, until geopolitical risk broke the pattern in late May. The report's through-line is that "Bitcoin in Europe is moving from a question of whether to a question of structure" and "the speculative layer had a difficult half; the infrastructure layer had its most consequential half yet."

@TFTC21

You can now book humanoid robots to clean your apartment in San Francisco. $30 for one robot for 60 minutes, $60 for two.

@TFTC21

Y Combinator CEO @garrytan says turning down Palantir for a Microsoft promotion was a "$2 to $4 billion mistake." His Stanford fraternity brothers flew him down to meet Peter Thiel, who handed him a $70K check on the spot. Tan's response? "Thank you very much, Mr. Thiel, but I might get promoted to level 60 this year."

@TFTC21

White House expected to host gathering next Wednesday for cryptocurrency and prediction market officials, POLITICO reports. Traditional finance execs may attend. Unclear if President Trump will join.

@TFTC21

Tether just completed its first full financial audit, conducted by KPMG U.S., receiving an unqualified (clean) opinion on its 2025 financial statements. Tether calls it "the largest inaugural financial audit in history." KPMG "physically counted and inspected every individual gold bar held by Tether" rather than relying on custodian reports. The audit covered the full balance sheet, income statement, equity changes, and cash flows. Audited financials show reserves exceeding liabilities by $6.814 billion. CEO Paolo Ardoino called it a direct answer to years of doubt. "For years, some detractors said an audit of Tether could not be completed. They said the Company refused to subject itself to the most rigorous scrutiny. We have once again proven them wrong." CFO Simon McWilliams added "we subjected our financial statements to the scrutiny of a Big Four audit" and "we hold ourselves to the standards seen at the world's leading companies." Over 650 million users across emerging markets rely on Tether daily. tether.io/news/tether-co…

@TFTC21

BTCPay Server just released v2.4.3-rc4, a security update addressing vulnerabilities reported by the Bitcoin Red Team, @ProjectLoupe, @MagicGrants, and independent researchers. The release "follows several days of nonstop work, review, and testing." If you're running an instance, upgrade now. The team strongly recommends updating despite the RC status and says the full open-source release will follow within 48 hours.

@TFTC21

X just open sourced its "For You" ranking algorithm and core ranking engine on GitHub under the Apache v2 license. The release is 10-15x larger than X's previous open source efforts and includes the model configuration, filters, and the parameters used to weight different signals that determine which posts actually show up in your feed. X VP of Product Keith Coleman says "you can see the systems that filter out potentially problematic, rule-violating content" and that some systems "like the ranker and the score, you can even run yourself outside the company." A new "Under the Hood" transparency tool will also let users download their stats as a JSON file to see if any labels have been applied to their account or posts. Coleman says "our dream is that anyone in the public can be able to assess how posts are distributed on the platform, vet that it's a level playing field."

@TFTC21

Per @EleanorTerrett, the SEC's tokenization innovation exemption has been "further delayed." The reason appears to be that the tokenization section of the Clarity Act (Section 10505) is still being negotiated and the SEC doesn't want to upset the compromise with a unilateral exemption. Tomorrow's 10AM open meeting on "Regulation Crypto Assets" is still on.

@TFTC21

MSCI has proposed new index rules that would screen out "non-operating companies" from its Global Investable Market Indexes. Strategy ($MSTR) is one of only three companies that would be deleted under a May 2026 simulation, alongside Metaplanet and Yellow Cake. The proposed methodology screens companies on operating assets, expenses, cash flow, non-operating fair-value changes, and dependence on raising capital to accumulate assets. A company becomes ineligible by failing four out of five tests. Strategy lands in the deletion column of the simulation. This is not final. Consultation closes September 30 with a decision expected October 16. If approved, removal would happen during the November 2026 Index Review. Earlier JPMorgan analysis estimated MSCI-related passive fund outflows of roughly $2.8 billion in forced $MSTR selling, though current market cap levels could put the number lower. Worth noting that MSCI previously tried to create rules specifically targeting "Digital Asset Treasury Companies" and backed off. Now they're back with a broader framework that happens to catch the same companies.

@TFTC21

"The opportunity is really to make it easier to not connect to the grid and bring your own power." @MartyBent and @GideonOPowell making the case that Bitcoin miners have been innovating off-grid for years. x.com/TFTC21/status/…