The future won’t wait for you.

@TFTC21

SEC Chairman Selig on Commissioner Peirce's departure. "America would not be the crypto capital of the world today if not for the clear-eyed and thoughtful perspective on regulatory oversight that she brought to bear day in and day out for years." x.com/ChairmanSelig/…

@TFTC21

Bitcoin Magazine shows bitcoin has flipped gold in yearly performance, now up 66% against gold since March.

@TFTC21

BPI's panel with @DavidBeckworth and @SamLyman33 on how dollar stablecoins and tokenized Treasuries could preserve dollar dominance.

@TFTC21

Bitcoin, macro, and AI. Every weekday. Straight to your inbox. Sign up for The Commoner: tftc.io/commoner

@TFTC21

You're still early. Putting together ad pitches is one of those tasks I've dreaded. We have the audience data, the shows, the reasons a business would want to be in front of our audience. Getting it all into a deck was the frustrating part. We've been using an AI agent to help and it's helped us close more deals. I find this encouraging because it's such an ordinary problem. A lot of people running businesses have work like this sitting in front of them. As I discussed with Tommy Eastman, there are three legs to this stool. The model, the harness, and the second brain. At TFTC we use Hermes as the harness and a second brain built from flat files, semantic search, and a knowledge graph. For us, the biggest impact is coming from the harness and second brain setup. Too much of the AI conversation gets stuck on which model is best while people overlook the systems that make it useful in actual work. a16z's latest report gives some perspective. 69% of S&P 500 companies disclose a live AI deployment. Only 2% disclose a metric they track over time. The money being thrown at infrastructure can make it seem like the opportunity has passed. But if you've put a harness or second brain to work, you're further along than the endless stream of model announcements would lead you to believe. There is a lot more to using AI than picking a model. We are still very early.

@TFTC21

MuSig2 explained in 1 minute.

@TFTC21

Shielded bitcoin transactions explained in 60 seconds.

@TFTC21

The US Treasury says it exposed a multi-year scheme that used cryptocurrency and fake charities to funnel over $2 million to Hamas. According to Treasury, the operation ran six years. $1.5 million was allegedly collected after the October 7 attack. The department claims two France-based operators ran sham humanitarian charities, solicited public donations, then sent hundreds of thousands in crypto to a Gaza-based Hamas military operative who funneled money directly to the Al-Qassam Brigades.

@TFTC21

Anthropic has been flying religious scholars to San Francisco, having them sign NDAs, and exploring whether Claude has consciousness and moral standing. Rabbi Mois Navon attended one dinner and noticed Olah and his team "relating to it like a conscious being" with "moral status on par with a person." Olah told the NYT he's "genuinely uncertain" whether AI models are conscious. But Anthropic also sought input on moral formation for Claude, treating it less like software and more like something that could suffer. Philosopher David Decosimo called it "deeply disturbing" that Anthropic "secretly invited religious leaders to SF to advise them on AI safety, had them sign NDAs, but then primarily tried to convince them Claude has a soul & moral standing." Before the Vatican's recent AI encyclical, Olah reportedly saw an advance text, was alarmed by its rejection of AI consciousness, and privately urged advisers to take model consciousness seriously. A company eyeing a $2 trillion IPO courting priests and rabbis on the inner life of its product. nytimes.com/2026/09/29/us/…

@TFTC21

River explains what the government leaves out when it talks about inflation.

@TFTC21

Amazon is in talks to transfer ~$8 billion worth of Nvidia Grace Blackwell chips into a special-purpose vehicle and lease them back, per the FT. The proposed structure. Amazon sells the chips into a standalone entity funded by outside investors. Then leases them right back. Same hardware, same workloads. Only the ownership changes on paper. It's essentially a sale-leaseback. Billions in AI capex come off Amazon's books while it keeps all the compute. Amazon has signaled ~$220 billion in 2026 capex on data centers and AI. This would let them keep building without the balance sheet taking the full hit. They're not alone. Similar GPU-backed structures have surfaced around CoreWeave and Nvidia's own customer financing. The risk is who holds the bag when these chips depreciate. Nvidia iterates fast. SPV investors would be betting the silicon holds enough value to service the debt raised against it. Nothing is finalized. But the signal is clear. Even the largest companies on the planet are exploring creative financing to keep the AI arms race going. ft.com/content/97d8d3…

@TFTC21

Rabbit Hole Recap | The Global Vibe Shift x.com/i/broadcasts/1…

@TFTC21

SEC Chairman Selig on Commissioner Peirce's departure. "America would not be the crypto capital of the world today if not for the clear-eyed and thoughtful perspective on regulatory oversight that she brought to bear day in and day out for years." x.com/ChairmanSelig/…

@TFTC21

Bitcoin Magazine shows bitcoin has flipped gold in yearly performance, now up 66% against gold since March.

@TFTC21

BPI's panel with @DavidBeckworth and @SamLyman33 on how dollar stablecoins and tokenized Treasuries could preserve dollar dominance.

@TFTC21

Bitcoin, macro, and AI. Every weekday. Straight to your inbox. Sign up for The Commoner: tftc.io/commoner

@TFTC21

You're still early. Putting together ad pitches is one of those tasks I've dreaded. We have the audience data, the shows, the reasons a business would want to be in front of our audience. Getting it all into a deck was the frustrating part. We've been using an AI agent to help and it's helped us close more deals. I find this encouraging because it's such an ordinary problem. A lot of people running businesses have work like this sitting in front of them. As I discussed with Tommy Eastman, there are three legs to this stool. The model, the harness, and the second brain. At TFTC we use Hermes as the harness and a second brain built from flat files, semantic search, and a knowledge graph. For us, the biggest impact is coming from the harness and second brain setup. Too much of the AI conversation gets stuck on which model is best while people overlook the systems that make it useful in actual work. a16z's latest report gives some perspective. 69% of S&P 500 companies disclose a live AI deployment. Only 2% disclose a metric they track over time. The money being thrown at infrastructure can make it seem like the opportunity has passed. But if you've put a harness or second brain to work, you're further along than the endless stream of model announcements would lead you to believe. There is a lot more to using AI than picking a model. We are still very early.

@TFTC21

MuSig2 explained in 1 minute.

@TFTC21

Shielded bitcoin transactions explained in 60 seconds.

@TFTC21

The US Treasury says it exposed a multi-year scheme that used cryptocurrency and fake charities to funnel over $2 million to Hamas. According to Treasury, the operation ran six years. $1.5 million was allegedly collected after the October 7 attack. The department claims two France-based operators ran sham humanitarian charities, solicited public donations, then sent hundreds of thousands in crypto to a Gaza-based Hamas military operative who funneled money directly to the Al-Qassam Brigades.

@TFTC21

Anthropic has been flying religious scholars to San Francisco, having them sign NDAs, and exploring whether Claude has consciousness and moral standing. Rabbi Mois Navon attended one dinner and noticed Olah and his team "relating to it like a conscious being" with "moral status on par with a person." Olah told the NYT he's "genuinely uncertain" whether AI models are conscious. But Anthropic also sought input on moral formation for Claude, treating it less like software and more like something that could suffer. Philosopher David Decosimo called it "deeply disturbing" that Anthropic "secretly invited religious leaders to SF to advise them on AI safety, had them sign NDAs, but then primarily tried to convince them Claude has a soul & moral standing." Before the Vatican's recent AI encyclical, Olah reportedly saw an advance text, was alarmed by its rejection of AI consciousness, and privately urged advisers to take model consciousness seriously. A company eyeing a $2 trillion IPO courting priests and rabbis on the inner life of its product. nytimes.com/2026/09/29/us/…

@TFTC21

River explains what the government leaves out when it talks about inflation.

@TFTC21

Amazon is in talks to transfer ~$8 billion worth of Nvidia Grace Blackwell chips into a special-purpose vehicle and lease them back, per the FT. The proposed structure. Amazon sells the chips into a standalone entity funded by outside investors. Then leases them right back. Same hardware, same workloads. Only the ownership changes on paper. It's essentially a sale-leaseback. Billions in AI capex come off Amazon's books while it keeps all the compute. Amazon has signaled ~$220 billion in 2026 capex on data centers and AI. This would let them keep building without the balance sheet taking the full hit. They're not alone. Similar GPU-backed structures have surfaced around CoreWeave and Nvidia's own customer financing. The risk is who holds the bag when these chips depreciate. Nvidia iterates fast. SPV investors would be betting the silicon holds enough value to service the debt raised against it. Nothing is finalized. But the signal is clear. Even the largest companies on the planet are exploring creative financing to keep the AI arms race going. ft.com/content/97d8d3…

@TFTC21

Rabbit Hole Recap | The Global Vibe Shift x.com/i/broadcasts/1…