The future won’t wait for you.

@TFTC21

Spot bitcoin ETFs took in $1 billion yesterday, their biggest day of 2026. That flipped year-to-date flows positive for the first time since April. Option 2 (year-over-year, from the chart) Spot bitcoin ETF net flows: 2024: +$35.2 billion 2025: +$21.3 billion 2026: +$349 million Yesterday's $1 billion day is what pulled this year back above zero.

@TFTC21

A Morgan Stanley employee accidentally emailed out a list of 100+ deals the bank is working on in Asia. Potential IPOs, the private equity and pension funds backing them, and projects on hold.

@TFTC21

Anthropic's Claude Opus 5.5 will deliberately fall back to a less capable model when asked about frontier LLM development tasks like ML kernel development.

@TFTC21

.@w_s_bitcoin shows that anyone who has consistently dollar-cost averaged Bitcoin is now in profit, regardless of when they started.

@TFTC21

The US is projected to spend 4.3% of GDP on debt interest payments by 2027, among the highest in the developed world. Japan, despite the largest debt-to-GDP ratio, pays just 0.9%. America's debt problem isn't just how much it owes. It's what it costs to carry.

@TFTC21

$50B AUM Calamos Investments on CNBC: "It's not are you in Bitcoin, it's how much are you allocated... even the big sovereign wealth funds." The biggest banks went from not wanting to participate to fully in and lending against it.

@TFTC21

Every ounce of gold ever mined in human history wouldn't cover the US national debt. "That would get them to $32 trillion, closer, but still $8 trillion short. And even if they managed to find the other $8 trillion, that would only cover the debt they've already taken out." - @jackmallers x.com/jackmallers/st…

@TFTC21

Web traffic to the top 100 US news sites has fallen 28% in two years. Down from ~66 million monthly visits to 47.6 million. The legacy media business model was already on life support. Advertising revenue was cratering. Subscriptions were plateauing. Now the audience is physically leaving. People aren't consuming less information. They're getting it from podcasts, newsletters, group chats, and social feeds run by individuals they actually trust. The institutional brand means less every year. The news industry spent two decades trading credibility for clicks. Now they're losing both. Data: Similarweb via Axios

@TFTC21

The ECB and all 27 EU central banks want to scrap MiCA's rule requiring major stablecoin issuers to hold 60% of reserves in bank deposits. Their reasoning? Stablecoin flows are too volatile and could expose banks to sudden deposit withdrawals. The central banks aren't worried about protecting stablecoin holders. They're worried about protecting banks FROM stablecoin holders. The proposed fix: issuers hold reserves in "highly liquid assets" maturing in 1 to 5 days instead of parking them at banks. Translation: stablecoins got big enough that their deposit requirements became a systemic risk to the very banking system they were forced to integrate with. The regulated structure created the fragility. This is what happens when you try to shoehorn new money into old pipes.

@TFTC21

.@lopp built an interactive dashboard mapping all 360 known physical bitcoin attacks worldwide. Filterable by year, color-coded by country. x.com/lopp/status/21…

@TFTC21

Full Sec Scott Bessent interview on @SquawkCNBC today.

@TFTC21

If AI companies really think they're going to destroy humanity, why don't they just stop? Big AI wants regulation for the same reason Amazon wanted sales taxes. @Gary_Brode explains why AI safety talk is really about killing competition.

@TFTC21

Spot bitcoin ETFs took in $1 billion yesterday, their biggest day of 2026. That flipped year-to-date flows positive for the first time since April. Option 2 (year-over-year, from the chart) Spot bitcoin ETF net flows: 2024: +$35.2 billion 2025: +$21.3 billion 2026: +$349 million Yesterday's $1 billion day is what pulled this year back above zero.

@TFTC21

A Morgan Stanley employee accidentally emailed out a list of 100+ deals the bank is working on in Asia. Potential IPOs, the private equity and pension funds backing them, and projects on hold.

@TFTC21

Anthropic's Claude Opus 5.5 will deliberately fall back to a less capable model when asked about frontier LLM development tasks like ML kernel development.

@TFTC21

.@w_s_bitcoin shows that anyone who has consistently dollar-cost averaged Bitcoin is now in profit, regardless of when they started.

@TFTC21

The US is projected to spend 4.3% of GDP on debt interest payments by 2027, among the highest in the developed world. Japan, despite the largest debt-to-GDP ratio, pays just 0.9%. America's debt problem isn't just how much it owes. It's what it costs to carry.

@TFTC21

$50B AUM Calamos Investments on CNBC: "It's not are you in Bitcoin, it's how much are you allocated... even the big sovereign wealth funds." The biggest banks went from not wanting to participate to fully in and lending against it.

@TFTC21

Every ounce of gold ever mined in human history wouldn't cover the US national debt. "That would get them to $32 trillion, closer, but still $8 trillion short. And even if they managed to find the other $8 trillion, that would only cover the debt they've already taken out." - @jackmallers x.com/jackmallers/st…

@TFTC21

Web traffic to the top 100 US news sites has fallen 28% in two years. Down from ~66 million monthly visits to 47.6 million. The legacy media business model was already on life support. Advertising revenue was cratering. Subscriptions were plateauing. Now the audience is physically leaving. People aren't consuming less information. They're getting it from podcasts, newsletters, group chats, and social feeds run by individuals they actually trust. The institutional brand means less every year. The news industry spent two decades trading credibility for clicks. Now they're losing both. Data: Similarweb via Axios

@TFTC21

The ECB and all 27 EU central banks want to scrap MiCA's rule requiring major stablecoin issuers to hold 60% of reserves in bank deposits. Their reasoning? Stablecoin flows are too volatile and could expose banks to sudden deposit withdrawals. The central banks aren't worried about protecting stablecoin holders. They're worried about protecting banks FROM stablecoin holders. The proposed fix: issuers hold reserves in "highly liquid assets" maturing in 1 to 5 days instead of parking them at banks. Translation: stablecoins got big enough that their deposit requirements became a systemic risk to the very banking system they were forced to integrate with. The regulated structure created the fragility. This is what happens when you try to shoehorn new money into old pipes.

@TFTC21

.@lopp built an interactive dashboard mapping all 360 known physical bitcoin attacks worldwide. Filterable by year, color-coded by country. x.com/lopp/status/21…

@TFTC21

Full Sec Scott Bessent interview on @SquawkCNBC today.

@TFTC21

If AI companies really think they're going to destroy humanity, why don't they just stop? Big AI wants regulation for the same reason Amazon wanted sales taxes. @Gary_Brode explains why AI safety talk is really about killing competition.