Who controls your money, your data, and your compute, as it breaks. Bitcoin, markets, AI, and energy.
544 posts
The BLS reported 57,000 jobs added in June 2026, roughly half the 113K consensus. The household survey shows employed persons falling 507K. April and May were revised down 74K comb…
Metaplanet crossed 43,000 BTC on July 2 after a $170.7M Q2 buy, cementing its rank as the world's third-largest corporate Bitcoin treasury and demonstrating how its income-generati…
Glassnode's 'Accumulation Beneath the Surface' report identifies a structural split: long-term Bitcoin holders are quietly stacking while institutional ETF investors stay in defens…
Nvidia and Valar Atomics ran Blackwell AI chips off the Ward 250 microreactor in Utah on July 1, claiming the first-ever small reactor to power a data center. The real story: AI ca…
Andreessen Horowitz is arguing publicly that open-source AI must stay permissionless. More than 54 local moratoriums have already passed. The regulatory playbook is the same one Bi…
Foreign investors pulled an estimated $57 billion from South Korean equities in May and June combined, sending the won toward 17-year lows and triggering a liquidity crunch built o…
The DOE confirmed three advanced microreactors achieved criticality before July 4th, 2026, fulfilling EO 14301. Deployable Energy's Unity went from kickoff to critical in roughly 1…
Apple is negotiating with CXMT and YMTC, both on the Pentagon's 1260H list, to source memory chips for China-market devices, after hiking Mac and iPad prices up to $200 on June 25…
Christopher Delgado, CEO of Goliath Ventures, pleaded guilty July 1 to wire fraud and money laundering, admitting to at least $250M in losses from a fake crypto liquidity pool sche…
Energy Secretary Chris Wright issued two emergency orders on June 30 under Section 202(c) of the Federal Power Act, authorizing PJM to force AI data centers and large loads onto ba…
The Dutch Public Prosecution Service petitioned a Rotterdam court to declare Knaken Cryptohandel B.V. bankrupt on June 30, 2026, citing public interest, weeks after the unlicensed…
China's central bank ran its first-ever overnight reverse repo on June 29, injecting 300 billion yuan at a 1.25% rate it refused to disclose, 10 basis points below the median analy…
The Supreme Court's 6-3 decision in Trump v. Slaughter ends 91 years of independent-agency protection, extending presidential removal power to the SEC and CFTC by the same constitu…
The Supreme Court ruled 6-3 in Chatrie v. United States that police conducting a geofence search, ordering Google to sweep location data on all users near a crime scene, constitute…
The IDF demolished a 200-meter-long, 25-meter-deep Hezbollah drone complex under the Lebanese village of Majdal Zoun on June 28, two days after signing a US-brokered trilateral sec…
Stargate's $500B AI infrastructure push has locked in nearly 7 gigawatts of planned U.S. capacity across six campuses. The grid math is already hurting Bitcoin miners.
Strategy unveiled a five-part Digital Credit Capital Framework on June 29, authorizing up to $1.25B in bitcoin sales, raising STRC dividends to 12%, and hard-coding a $2.55B cash r…
The Bank for International Settlements released its 2026 Annual Economic Report on June 28, warning that an AI capex bust, opaque circular financing deals, and record sovereign deb…
The Supreme Court is expected to rule imminently on whether Trump can fire Fed Governor Lisa Cook, the first presidential attempt to remove a sitting Fed board member in the centra…
NYK Line CEO Takaya Soga told the Financial Times that Hormuz shipping will remain well below prewar levels for months. With 80 naval mines sitting in the main traffic lane, the U.…
The Commoner
Independent writing by Marty Bent at TFTC since 2017. Money, markets, AI, energy and privacy, delivered free to your inbox.
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