The future won’t wait for you.

@TFTC21

Microsoft is spending about $117 billion on AI and cloud data centers this year and says other customers won't pay for the power. "We don't want other customers to be paying for our growth," said Noelle Walsh, who runs its cloud operations.

@TFTC21

North Korea is laundering the record Binance theft through meme coins it minted itself. Elliptic found at least six NEAR tokens, each with its own liquidity pool, and almost no real outside trading. • The tokens were created between Nov 5 and Nov 7 • About 117,000 NEAR, roughly $430,000, has passed through them so far • Most transactions were between wallets in the operation • About 11.8M NEAR (about $43.7M) from the theft has not moved yet • Elliptic tracks more than 20,000 wallets on 16 blockchains, at least 36 services and at least 65,000 transactions • The FBI attributed the theft to TraderTraitor on Oct 31, and North Korea denies involvement • Elliptic first documented the technique in the Feb 2025 Bybit laundering, where a worthless Tron token helped move at least $24M Binance has said the attack began with a fake job interview and ran for five months before any coins moved. So the patience runs both ways, months to get in and now a pile of homemade tokens to make the loot look like trading profit. $430,000 is a small slice of the $6.43 billion Elliptic counts, but the method is the part worth watching. Always remember, you don't own the bitcoin unless you control the keys.

@TFTC21

Starshield is capped at 161 km/h (100 mph) over Ukraine, Zelensky says, complicating interception of Russian jet-powered drones. He says these are "not random errors but systematic speed restrictions," and some strikes have already got through.

@TFTC21

The House voted 369-22 in January to shut the cloud rental loophole. It still needs the Senate, and Reuters, citing three people familiar, says Chinese AI firms are now rushing to rent Nvidia capacity abroad, fearing new US curbs.

@TFTC21

Adam Back told CNBC he's personally betting bitcoin hits $1 million by 2028. His argument: 95% of adoption is still ahead, and pensions and mutual funds, the largest pools of capital, have yet to buy.

@TFTC21

Is Netanyahu pushing Trump back into the Iran war? Ynet reports he pressed Trump on a weekend call to resume the war, while Trump wanted peace talks to continue. His office says "fake news." An Israeli official confirms the call but says it was "very much not difficult."

@TFTC21

Nvidia shares fell more than 8% after hours, to $159.51, after the WSJ reported, citing people familiar, that the board is preparing to oust Jensen Huang. Huang, 63, co-founded Nvidia and has run it since it started. The board voiced confidence in him on Nov 8.

@TFTC21

"the period known as the Great Compression, where you could literally have a one income family," @honestpollster on why the Great Compression is not coming back with trickle down.

@TFTC21

Who appointed MSCI the judge of what counts as an operating business? On Oct 15, MSCI ruled that non-operating companies are ineligible for its Global Investable Market Indexes. The rule applies from the November 2026 review, with changes effective at the close of Nov 30.

@TFTC21

Nvidia's board is preparing to oust CEO Jensen Huang, the WSJ reports, citing people familiar, and could meet as soon as today. Three days ago that same board said it had confidence in him. So what changed? • Nov 8: the board opened an independent investigation, with outside counsel, into whether Huang was targeted by a foreign intelligence effort • Huang told employees he was "unfaithful" to his wife and acknowledged an affair with Alice Huang, a former Megaspeed executive suspected of being a Chinese spy • The board said it had "no reason to believe" national security or NVIDIA secrets were compromised • The NYT, citing five people, reports a separate relationship with an Nvidia executive who reports to him • The House Select Committee on China asked Huang for a closed-door briefing on Nov 18 • A spokesperson said Jensen "is committed to continuing to lead NVIDIA as CEO without interruption" before the WSJ report came out Nvidia has no board chair, and Huang is one of the 11 directors. The man at the center of the investigation is also a member of the board that oversees him. When a company this central to the AI buildout runs like that, who exactly is the board answering to?

@TFTC21

Stablecoin supply shrank by $14.2 billion in 30 days, the largest contraction since the 2022 bear market, according to Glassnode. To be fair, the June 2022 drop was nearly $30 billion, about twice as big. But less dollar liquidity on these rails means less fresh buying power.

@TFTC21

"it was literally the only plausible scenario that we could ever come up with where Republicans supported austerity and where the American people were clamoring for it." @honestpollster on how DOGE was the one real shot at fiscal reform.

@TFTC21

Microsoft is spending about $117 billion on AI and cloud data centers this year and says other customers won't pay for the power. "We don't want other customers to be paying for our growth," said Noelle Walsh, who runs its cloud operations.

@TFTC21

North Korea is laundering the record Binance theft through meme coins it minted itself. Elliptic found at least six NEAR tokens, each with its own liquidity pool, and almost no real outside trading. • The tokens were created between Nov 5 and Nov 7 • About 117,000 NEAR, roughly $430,000, has passed through them so far • Most transactions were between wallets in the operation • About 11.8M NEAR (about $43.7M) from the theft has not moved yet • Elliptic tracks more than 20,000 wallets on 16 blockchains, at least 36 services and at least 65,000 transactions • The FBI attributed the theft to TraderTraitor on Oct 31, and North Korea denies involvement • Elliptic first documented the technique in the Feb 2025 Bybit laundering, where a worthless Tron token helped move at least $24M Binance has said the attack began with a fake job interview and ran for five months before any coins moved. So the patience runs both ways, months to get in and now a pile of homemade tokens to make the loot look like trading profit. $430,000 is a small slice of the $6.43 billion Elliptic counts, but the method is the part worth watching. Always remember, you don't own the bitcoin unless you control the keys.

@TFTC21

Starshield is capped at 161 km/h (100 mph) over Ukraine, Zelensky says, complicating interception of Russian jet-powered drones. He says these are "not random errors but systematic speed restrictions," and some strikes have already got through.

@TFTC21

The House voted 369-22 in January to shut the cloud rental loophole. It still needs the Senate, and Reuters, citing three people familiar, says Chinese AI firms are now rushing to rent Nvidia capacity abroad, fearing new US curbs.

@TFTC21

Adam Back told CNBC he's personally betting bitcoin hits $1 million by 2028. His argument: 95% of adoption is still ahead, and pensions and mutual funds, the largest pools of capital, have yet to buy.

@TFTC21

Is Netanyahu pushing Trump back into the Iran war? Ynet reports he pressed Trump on a weekend call to resume the war, while Trump wanted peace talks to continue. His office says "fake news." An Israeli official confirms the call but says it was "very much not difficult."

@TFTC21

Nvidia shares fell more than 8% after hours, to $159.51, after the WSJ reported, citing people familiar, that the board is preparing to oust Jensen Huang. Huang, 63, co-founded Nvidia and has run it since it started. The board voiced confidence in him on Nov 8.

@TFTC21

"the period known as the Great Compression, where you could literally have a one income family," @honestpollster on why the Great Compression is not coming back with trickle down.

@TFTC21

Who appointed MSCI the judge of what counts as an operating business? On Oct 15, MSCI ruled that non-operating companies are ineligible for its Global Investable Market Indexes. The rule applies from the November 2026 review, with changes effective at the close of Nov 30.

@TFTC21

Nvidia's board is preparing to oust CEO Jensen Huang, the WSJ reports, citing people familiar, and could meet as soon as today. Three days ago that same board said it had confidence in him. So what changed? • Nov 8: the board opened an independent investigation, with outside counsel, into whether Huang was targeted by a foreign intelligence effort • Huang told employees he was "unfaithful" to his wife and acknowledged an affair with Alice Huang, a former Megaspeed executive suspected of being a Chinese spy • The board said it had "no reason to believe" national security or NVIDIA secrets were compromised • The NYT, citing five people, reports a separate relationship with an Nvidia executive who reports to him • The House Select Committee on China asked Huang for a closed-door briefing on Nov 18 • A spokesperson said Jensen "is committed to continuing to lead NVIDIA as CEO without interruption" before the WSJ report came out Nvidia has no board chair, and Huang is one of the 11 directors. The man at the center of the investigation is also a member of the board that oversees him. When a company this central to the AI buildout runs like that, who exactly is the board answering to?

@TFTC21

Stablecoin supply shrank by $14.2 billion in 30 days, the largest contraction since the 2022 bear market, according to Glassnode. To be fair, the June 2022 drop was nearly $30 billion, about twice as big. But less dollar liquidity on these rails means less fresh buying power.

@TFTC21

"it was literally the only plausible scenario that we could ever come up with where Republicans supported austerity and where the American people were clamoring for it." @honestpollster on how DOGE was the one real shot at fiscal reform.