Who controls your money, your data, and your compute, as it breaks. Bitcoin, markets, AI, and energy.
455 posts
Anthropic's unreleased Claude Mythos Preview cracked HAWK-256, a NIST third-round post-quantum signature candidate, in roughly 60 hours at a cost of ~$100,000, cutting the scheme's…
Michael Saylor posted a nine-post X thread July 28 declaring Bitcoin's consensus rules a constitution and grouping BIP-110, covenants, and block-size proposals as the same 'constit…
Turkey liquidated nearly 89% of its U.S. Treasury holdings in a single month, recorded $13.98B in net sales per official TIC data, locked in $9B in new Russian nuclear financing, a…
Three Bitcoin holders lost a combined $1.8 million to a fake Sparrow Wallet app on Apple's App Store between May and August 2025. They're suing Apple for negligence. The real Sparr…
The Treasury auctioned $139 billion across two tenors on July 27, and the results could not have been more different: a near-perfect 2-year and a historically weak 5-year that deal…
New York AG Letitia James submitted testimony to the Senate Banking Committee warning the CLARITY Act would preempt state fraud enforcement ahead of a floor vote requiring 60 votes…
Stand With Crypto announced July 27 it will permanently record each senator's CLARITY Act vote on its public lawmaker scorecards, putting the results in front of 3 million advocate…
The DOE's NNSA selected Amentum on July 20 to negotiate a lease for a 1 GW AI data center at Savannah River Site, South Carolina, backed by approximately 2 GW of dedicated on-site…
Nvidia is reportedly in talks to act as financial guarantor for OpenAI's lease on a proposed 10 GW Ohio data center campus that could cost $500 billion to build, first reported by…
A US LUCAS kamikaze drone reportedly recovered by Iranian fishermen in the Strait of Hormuz may hand adversaries an intact look at the platform behind the Pentagon's 243-fold drone…
Seven Senate Democrats rejected the CLARITY Act's July 22 draft, and Senate Majority Leader Thune says it won't pass before the August recess. River data published July 7 shows 49.…
Imperial Valley Computer Manufacturing publicly pledged its proposed $10 billion AI data center campus would run on recycled wastewater, not Colorado River water. Those talks colla…
The five biggest hyperscalers are on pace to spend roughly $760B on AI infrastructure in 2026 while recognizing only ~$211B in depreciation. The other $549B sits on balance sheets,…
A proposed class action filed the same day BitMEX announced its permanent shutdown alleges the exchange ran a secret insider trading desk with 'god access' to customer order data,…
India's I4C issued a three-hour takedown order for Jack Dorsey's BitChat repositories on GitHub, citing the app's anonymous, decentralized architecture. IFF calls it unconstitution…
Strategy launched five new bitcoin-native metrics on July 24, replacing the mNAV framework with Net BTC Per Share and BTC Hurdle ARR, forcing institutional analysts to model the co…
Poolin Technology filed Chapter 11 in New Jersey on July 22, 2026, with up to $163M in debt against $1M, $10M in scheduled assets. A $52M stalking-horse bid for two West Texas mine…
Goldman Sachs CEO David Solomon endorsed the CLARITY Act in a Politico interview, widening a Wall Street fault line with JPMorgan's Jamie Dimon as Senate Republicans race a hard Au…
OpenAI's Project Camellia, a $20B, 3.2-GW campus in Effingham County, Georgia, claims one-third of Georgia Power's PSC-approved capacity expansion under a 25-year contract powered…
White House OSTP Director Michael Kratsios publicly accused Moonshot AI of routing around U.S. export controls via Thailand and covertly extracting Anthropic's Fable model. Kimi K3…
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Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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