The future won’t wait for you.

@TFTC21

The U.S. just posted a record $432 billion deficit in July, up 48% from last year. The spending machine isn't slowing down.

@TFTC21

Only 8% of Americans expect their income to outpace inflation next year.

@TFTC21

Consumer confidence is cratering across every generation. Gen X and Boomers are sitting at ~78-80 on the Consumer Confidence Index, down ~40% from 2021 highs and the lowest readings in 5+ years. Only Gen Z and Millennials are still above 100, and even they're well below where they were a few years ago.

@TFTC21

The Trump admin doesn't want Apple buying memory chips from Chinese companies CXMT and YMTC, even though off-the-shelf purchases are currently legal. Commerce Secretary Lutnick after touring an Apple facility in Houston, "There have to be other solutions to the memory issue, but it's not great American companies using Chinese memory."

@TFTC21

Gavin Baker on the All-In Pod: "I think Anthropic and people in the effective altruism movement believe that this technology is too dangerous to distribute. And what Mark Zuckerberg and I think Elon and Jensen believe is that this technology is too dangerous to centralize. And history has spoken, and when given the choice, it is always better to distribute and decentralize." x.com/theallinpod/st…

@TFTC21

Setting up a @Bitkey in under 6 minutes.

@TFTC21

Every problem in this chart traces back to one decision in 1971. h/t @River

@TFTC21

Bitcoin has officially decoupled from global M2.

@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

The U.S. just posted a record $432 billion deficit in July, up 48% from last year. The spending machine isn't slowing down.

@TFTC21

Only 8% of Americans expect their income to outpace inflation next year.

@TFTC21

Consumer confidence is cratering across every generation. Gen X and Boomers are sitting at ~78-80 on the Consumer Confidence Index, down ~40% from 2021 highs and the lowest readings in 5+ years. Only Gen Z and Millennials are still above 100, and even they're well below where they were a few years ago.

@TFTC21

The Trump admin doesn't want Apple buying memory chips from Chinese companies CXMT and YMTC, even though off-the-shelf purchases are currently legal. Commerce Secretary Lutnick after touring an Apple facility in Houston, "There have to be other solutions to the memory issue, but it's not great American companies using Chinese memory."

@TFTC21

Gavin Baker on the All-In Pod: "I think Anthropic and people in the effective altruism movement believe that this technology is too dangerous to distribute. And what Mark Zuckerberg and I think Elon and Jensen believe is that this technology is too dangerous to centralize. And history has spoken, and when given the choice, it is always better to distribute and decentralize." x.com/theallinpod/st…

@TFTC21

Setting up a @Bitkey in under 6 minutes.

@TFTC21

Every problem in this chart traces back to one decision in 1971. h/t @River

@TFTC21

Bitcoin has officially decoupled from global M2.

@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.