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Gemini 3 and Claude Opus 4.5 were trained on Google TPUs, not NVIDIA. Anthropic building 1+ GW of TPU capacity. Meta wants in. More competition means faster, cheaper AI for everyon…
Visser frames AI as a $90T buildout, not a bubble. 97% of returns from AI sectors. His scarcity portfolio: silver, copper, Bitcoin. Plus Cube, BIP324, Hormuz mines.
Asian LNG surged 97%. Refineries cut 6M bbl/day. The IEA calls Hormuz the greatest threat to global energy security in history. Two central banks are hiking into it.
Hezbollah's $300 FPV drones are destroying Israeli tanks and air defenses. Israel approved $700M to counter the threat. Russia plans 7 million this year. Plus: Vista's private cred…
At bitcoin++ Vienna, Rene Pickhardt argued Lightning and Ark are complementary layers, not competitors. Plus peak apathy on-chain, NYC property seizure plans, and a Las Vegas biola…
A viral video shows Canadian police involuntarily committing a man under the Mental Health Act with no formal evaluation. From Canada's pre-crime speech laws to the UK's 292 Online…
The American Reserve Modernization Act would authorize the Treasury to buy 200K BTC/year for 5 years, funded by revaluing gold certificates from $42.22 to market price. Plus: Nvidi…
AI data centers aren't raising your electricity bill. State policy is. Bitcoin miners spent a decade learning community lessons AI companies need now. Plus: Turkey dumps $14B in Tr…
US 10-year at 4.66%, 30-year at 5.18%, Japan breaking down. The sovereign debt crisis is here. Bitcoin at $76K is the buy of a lifetime.
Iran launched 'Hormuz Safe,' a state-backed maritime insurance platform settling in Bitcoin. Meanwhile, the US 30-year yield hit 5.16%, Japan's 10Y broke 2.80%, and Ken Griffin adm…
Japan's 30-year bond yield breached 4% for the first time ever. The 10-year hit levels not seen since 1997. Warsh takes the Fed chair today. Australia rugs Bitcoin capital gains. S…
Global money supply reaches record $121.9 trillion, growing 7-8% per year. US interest expense at $1.27T. 30-year yield hits 5% for the first time since 2007.
The CLARITY Act markup is Thursday. The FOP, a former AG, banking lobbyists, and 100+ Senate amendments are all targeting Section 604, the provision protecting open-source develope…
Section 604 of the CLARITY Act promises developer safe harbor from money transmitter laws. But subsection (d) preserves the exact criminal statute that put Samourai Wallet's Keonne…
Balchunas data: individuals sold 750K BTC in 16 months while ETFs shed only 8% through a 50% drawdown. Goldman and BlackRock filing Bitcoin income ETFs. The brokerage fee war begin…
Three dead on a quarantined cruise ship. 40% fatality rate. Zero approved treatments. A Nobel Prize-winning drug with documented antiviral properties sits unused. Plus: US-Iran dea…
UK 30yr gilts hit 5.78%, highest since 1998, 80bps above Truss crisis. Global sovereign bonds reprice as central banks pivot from cuts to hikes. Energy shock from Hormuz forces inf…
UAE exits OPEC as Trump's Project Freedom triggers direct combat at Hormuz. Brent hits $114. Meanwhile, bitcoin positioning is the lightest in months, private credit cracks at 78 c…
Oshi analyzed 40,000+ customers across 7 merchants and found Bitcoin loyalty members spend 3x more with 66% repeat rates. Every $1 in BTC rewards returns $10+. Plus BTC breaks $80K…
Cashu creator Calle announces non-custodial ecash mints via hardware enclaves. Plus: Taiwan BTC reserve paper, Brent at $126, BOJ hawkish split, private credit exodus.
