A Japanese toilet maker and an MSG company control the most critical chokepoints in AI infrastructure. Plus: stealth inflation in your wallet, boomers hoarding 73.7% of wealth, and why Bitcoin is the only incorruptible blockchain.
The Bitcoin fear and greed index hit 9. Blue Owl Capital permanently froze investor redemptions. The Fed flagged private credit vulnerabilities. Something is breaking beneath the surface, and the on-chain data says smart money is accumulating.
Security researchers exposed 53MB of source code revealing how KYC provider Persona and OpenAI built a surveillance machine that screens millions with facial recognition and files reports directly with FinCEN.
The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.
River's latest ownership data reveals a historic shift: individuals distributed 696,000 BTC in 2025 while businesses, funds, and governments absorbed supply at an unprecedented rate.
Q4 2025 banking data: US banks expanding loans into deteriorating credit while changing modification rules to mask the damage. Plus AI tutoring, Simplicity on Bitcoin, Epstein files, and LTH capitulation.
The HHS DOGE team open-sourced the largest Medicaid claims dataset in history, covering 2018-2024. Within hours, one analyst scanning just 0.16% of providers uncovered $90 billion in likely fraudulent payments. New York is the worst offender. The open-source ethos meets government accountability.
CPI drops to 2.4% — below consensus. Fear & Greed hits 9. Goldman triples their Bitcoin ETF bet to $1.1B. And the biggest capitulation signal since 2021 is flashing.
A Japanese toilet maker and an MSG company control the most critical chokepoints in AI infrastructure. Plus: stealth inflation in your wallet, boomers hoarding 73.7% of wealth, and why Bitcoin is the only incorruptible blockchain.
The Bitcoin fear and greed index hit 9. Blue Owl Capital permanently froze investor redemptions. The Fed flagged private credit vulnerabilities. Something is breaking beneath the surface, and the on-chain data says smart money is accumulating.
Security researchers exposed 53MB of source code revealing how KYC provider Persona and OpenAI built a surveillance machine that screens millions with facial recognition and files reports directly with FinCEN.
The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.
River's latest ownership data reveals a historic shift: individuals distributed 696,000 BTC in 2025 while businesses, funds, and governments absorbed supply at an unprecedented rate.
Q4 2025 banking data: US banks expanding loans into deteriorating credit while changing modification rules to mask the damage. Plus AI tutoring, Simplicity on Bitcoin, Epstein files, and LTH capitulation.
The HHS DOGE team open-sourced the largest Medicaid claims dataset in history, covering 2018-2024. Within hours, one analyst scanning just 0.16% of providers uncovered $90 billion in likely fraudulent payments. New York is the worst offender. The open-source ethos meets government accountability.
CPI drops to 2.4% — below consensus. Fear & Greed hits 9. Goldman triples their Bitcoin ETF bet to $1.1B. And the biggest capitulation signal since 2021 is flashing.
The time to set up bitcoin self custody is now.
Marty's Bent Sup, freaks? Let’s talk about the Coinbase Super Bowl ad and, more importantly, the reaction to it from the millions of regular people watching the game last night. It highlights exactly why we at TFTC and Ten31 believe you should focus on Bitcoin, and why
Make sure your long johns are clean.
You're mad as hell. Are you going to do anything about it?
