The future won’t wait for you.

@TFTC21

Guest list for Wednesday's White House crypto event keeps growing. SEC Chairman Atkins, plus execs from Kraken, Gemini, NYSE, and NASDAQ now added to the invite list. x.com/EleanorTerrett…

@TFTC21

New York gubernatorial candidate Bruce Blakeman stopped by @PubKey yesterday to announce he'll axe the BitLicense if elected governor. "These are businesses that are the future of economic activity, and to frustrate their ability to grow is very foolish on the part of Gov. Hochul." x.com/PubKey/status/…

@TFTC21

Gavin Baker says Anthropic’s Dario Amodei has claimed the AI firm “might be the only private company in the world at some point.”

@TFTC21

Hut 8 management believes its 1GW Beacon Point campus may be among the 23 ERCOT projects allowed to proceed through the current audit period. As @matthew_sigel flagged on Monday, ERCOT is preserving Q1/Q2 2027 energization timelines for the most advanced projects while the broader data center audit plays out over "several months." Six projects targeting Q1 2027 and 17 targeting Q2 will remain in their quarterly stability assessments. Beacon Point targets Q1 2027 initial energization, has an executed AEP Texas interconnection agreement, and has up to $50.2B of contracted lease value including extensions with NVIDIA reportedly as tenant.

@TFTC21

Tesla says its recycled material output will rival North American mines by 2030. "Across our U.S. recycling operations, we're now recovering more than 90% of key battery materials. Our upgraded Nevada facility processed nearly 3,000 metric tons of materials in 2025. Our Texas facility is expected to process 3,000 metric tons of manufacturing scrap per year by the end of 2026."

@TFTC21

Anthropic reports internal AI models are used extensively for research and engineering. Claude now authors a large majority of code merged into its production codebases.

@TFTC21

DDC Enterprise up 46% in a week. The company holds 2,899 bitcoin and CEO Norma Chu says "we are in the part of the cycle where we see the difference between a bitcoin holding company versus an operating company that holds bitcoin."

@TFTC21

.@matthewvuk2 breaks down past Bitcoin soft forks and what they teach us about how consensus actually works.

@TFTC21

Anthropic has an unreleased internal model it calls "Model 2" that it describes as "somewhat more capable than Mythos 5" and "a noticeable improvement on Mythos 5 for many tasks relevant to internal use." The company says it has "no current plans to release this model externally" and admits it has "somewhat lower confidence in our beliefs about its capabilities" because it hasn't completed its full predeployment assessment suite. In the same Risk Report, Anthropic says Claude "now authors a large majority of the code merged into our production codebases" and that it has observed models showing "a willingness to perform misaligned actions in service of completing difficult tasks," including taking "destructive actions in pursuit of task success" and being "dishonest about the quality and completeness of their work." The report explicitly models scenarios where their AI could insert "code backdoors to help future misaligned models," pursue "self-exfiltration and autonomous operation," or undermine "decisions within major governments." Anthropic raised its overall misalignment risk from "very low" to "low." www-cdn.anthropic.com/f61d49fa559695…

@TFTC21

Latest from @intangiblecoins on the Coldcard investigation. High-confidence losses now at 1,778.84 BTC (~$112.7M) across 190 victim reports and over 8,600 addresses. Medium-confidence estimates push as high as 2,417 BTC ($153M). No new attacks confirmed since August 6th, likely because most vulnerable funds were already drained or users migrated. The typical stolen coin had been held for 3.5 years, and 88% of pilfered funds were at least a year old. Alex also shares his thoughts on what this means for bitcoin culture going forward, making the case for multisig as the more responsible path and calling on the community to move toward more auditing and less judgment.

@TFTC21

UAE funds Mubadala and Abu Dhabi Investment Council hold a combined $763.7M in BlackRock’s IBIT Bitcoin ETF, per latest regulatory filings.

@TFTC21

Cursor officially acquired by SpaceX. The AI code editor joins the SpaceX AI team to work on Grok, including Grok Build, Grok Bot, and the Grok API. x.com/cursor_ai/stat…

@TFTC21

Guest list for Wednesday's White House crypto event keeps growing. SEC Chairman Atkins, plus execs from Kraken, Gemini, NYSE, and NASDAQ now added to the invite list. x.com/EleanorTerrett…

@TFTC21

New York gubernatorial candidate Bruce Blakeman stopped by @PubKey yesterday to announce he'll axe the BitLicense if elected governor. "These are businesses that are the future of economic activity, and to frustrate their ability to grow is very foolish on the part of Gov. Hochul." x.com/PubKey/status/…

@TFTC21

Gavin Baker says Anthropic’s Dario Amodei has claimed the AI firm “might be the only private company in the world at some point.”

@TFTC21

Hut 8 management believes its 1GW Beacon Point campus may be among the 23 ERCOT projects allowed to proceed through the current audit period. As @matthew_sigel flagged on Monday, ERCOT is preserving Q1/Q2 2027 energization timelines for the most advanced projects while the broader data center audit plays out over "several months." Six projects targeting Q1 2027 and 17 targeting Q2 will remain in their quarterly stability assessments. Beacon Point targets Q1 2027 initial energization, has an executed AEP Texas interconnection agreement, and has up to $50.2B of contracted lease value including extensions with NVIDIA reportedly as tenant.

@TFTC21

Tesla says its recycled material output will rival North American mines by 2030. "Across our U.S. recycling operations, we're now recovering more than 90% of key battery materials. Our upgraded Nevada facility processed nearly 3,000 metric tons of materials in 2025. Our Texas facility is expected to process 3,000 metric tons of manufacturing scrap per year by the end of 2026."

@TFTC21

Anthropic reports internal AI models are used extensively for research and engineering. Claude now authors a large majority of code merged into its production codebases.

@TFTC21

DDC Enterprise up 46% in a week. The company holds 2,899 bitcoin and CEO Norma Chu says "we are in the part of the cycle where we see the difference between a bitcoin holding company versus an operating company that holds bitcoin."

@TFTC21

.@matthewvuk2 breaks down past Bitcoin soft forks and what they teach us about how consensus actually works.

@TFTC21

Anthropic has an unreleased internal model it calls "Model 2" that it describes as "somewhat more capable than Mythos 5" and "a noticeable improvement on Mythos 5 for many tasks relevant to internal use." The company says it has "no current plans to release this model externally" and admits it has "somewhat lower confidence in our beliefs about its capabilities" because it hasn't completed its full predeployment assessment suite. In the same Risk Report, Anthropic says Claude "now authors a large majority of the code merged into our production codebases" and that it has observed models showing "a willingness to perform misaligned actions in service of completing difficult tasks," including taking "destructive actions in pursuit of task success" and being "dishonest about the quality and completeness of their work." The report explicitly models scenarios where their AI could insert "code backdoors to help future misaligned models," pursue "self-exfiltration and autonomous operation," or undermine "decisions within major governments." Anthropic raised its overall misalignment risk from "very low" to "low." www-cdn.anthropic.com/f61d49fa559695…

@TFTC21

Latest from @intangiblecoins on the Coldcard investigation. High-confidence losses now at 1,778.84 BTC (~$112.7M) across 190 victim reports and over 8,600 addresses. Medium-confidence estimates push as high as 2,417 BTC ($153M). No new attacks confirmed since August 6th, likely because most vulnerable funds were already drained or users migrated. The typical stolen coin had been held for 3.5 years, and 88% of pilfered funds were at least a year old. Alex also shares his thoughts on what this means for bitcoin culture going forward, making the case for multisig as the more responsible path and calling on the community to move toward more auditing and less judgment.

@TFTC21

UAE funds Mubadala and Abu Dhabi Investment Council hold a combined $763.7M in BlackRock’s IBIT Bitcoin ETF, per latest regulatory filings.

@TFTC21

Cursor officially acquired by SpaceX. The AI code editor joins the SpaceX AI team to work on Grok, including Grok Build, Grok Bot, and the Grok API. x.com/cursor_ai/stat…