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@TFTC21@TFTC21

Chinese state media is spreading fear about US data centers while celebrating AI wins at home. 80% of Chinese citizens are optimistic about AI. Only 17% of Americans are. @SamLyman33 explains why China wants Americans to hate AI.

@TFTC21@TFTC21

The anti-data center crowd claims to stand up for the working class. The unions disagree. @SamLyman33 explains why 40+ labor groups are fighting against data center regulations.

@TFTC21@TFTC21

Alaska pays its residents to live there. Rural counties could be next. @SamLyman33 explains why AI infrastructure is the new oil fund.

@TFTC21@TFTC21

Blink Wallet paused all services today after an attacker drained funds from a "few dozen" custodial accounts. Non-custodial wallets were not affected. Blink says every affected user will be made whole and is deploying a patch, but they haven't disclosed the attack path or total amount stolen yet. This comes amid a rough stretch for Lightning apps: BTCPay Server had a critical bug exposing LND macaroons that led to real fund losses, LDK patched two vulnerabilities, and Boltz shut down after AI-assisted attacks overwhelmed their team's ability to patch fast enough.

@TFTC21@TFTC21

Greg Brockman claims OpenAI’s Astra model has reached a threshold that “is pretty reasonable to call it AGI.”

@TFTC21@TFTC21

SEC Commissioner Hester Peirce is pushing for 24-hour stock trading. Extended hours currently account for less than 1% of total NMS stock volume. Meanwhile, bitcoin has traded 24/7/365 since day one. The legacy system is slowly discovering what bitcoin figured out 17 years ago.

@TFTC21@TFTC21

TFTC 793 w/ @SamLyman33: "The same Chinese state media sowing fear about data centers here is celebrating AI milestones back in China. It's the coup of the year." We discuss: ⚡ China's anti-AI psyop ⚡ The $278M money trail ⚡ Data center dividends

@TFTC21@TFTC21

VanEck's Matthew Sigel: "We track the number of countries that are mining or holding bitcoin at the sovereign level and that goes up every year."

@TFTC21@TFTC21

Figure just dropped its humanoid robot into 30 stranger's homes and it started doing laundry and making beds with zero retraining.

@TFTC21@TFTC21

Alex Thorn on why the death of the Clarity Act isn't the end of the world: "The industry spent the last decade asking for rules and getting lawsuits. Now we have the opposite problem, which is a much better problem: a government willing to do the work and a limited window in which to prove the work was worth doing." The SEC, CFTC, OCC, FDIC, and DOJ have all moved in the industry's favor. The next two years are about building the record so when Congress returns to market structure, adoption is bigger and the case is stronger. "We may have lost the vote, but we didn't lose the argument."

@TFTC21@TFTC21

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@TFTC21@TFTC21

Governments are running influence operations on social media right now. Not hypothetically. Documented. Citizen Lab just exposed BlackCore, an Israeli influence-for-hire company that trained Angolan government personnel to run ops using fake identities, fake news outlets, and coordinated posting. To someone scrolling, it looks like ordinary people noticing the same thing. This isn't just an Angola problem. Meta removed a network linked to the US military in 2022. OpenAI identified a covert Chinese campaign posing as Americans pushing anti-data-center narratives. The Bitcoin Policy Institute traced CCP-aligned funding into nonprofit networks opposing American AI infrastructure. The playbook is simple: take something real that people care about, amplify it through fake accounts, steer the reaction, and wait for people to demand a solution they'd never have accepted otherwise. Ask yourself: What do you know? What are you assuming? Who benefits from you being angry at this particular thing, at this particular moment? And what are they asking you to support while you're angry?

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Truth for the Commoner, every weekday. Money, machines, and the people trying to control both.

Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.

Free, every weekday. Unsubscribe anytime using the link in each newsletter. By subscribing you agree to our Terms and acknowledge our Privacy Policy. Read recent issues.