Who controls your money, your data, and your compute, as it breaks. Bitcoin, markets, AI, and energy.
454 posts
A wave of ERCOT Batch Zero classifications from Galaxy, IREN, CleanSpark, Ionic, and others has turned a Texas grid-study tier into a competitive scoreboard. The gigawatt totals ob…
The Treasury's August Monthly Treasury Statement shows the FY2026 deficit at $1.97 trillion through eleven months and gross interest expense at a record $1.4 trillion on a last-twe…
Iran-backed Houthis seized Mayyun Island on September 11, completing their takeover of Bab el-Mandeb. Hormuz has run at 7% of normal transit volume since late February. Saudi Arabi…
Iran's drone strikes on Gulf data centers have forced the UAE to abandon its centralized AI campus blueprint. The 5 GW, 10-square-mile Abu Dhabi megaproject is being redesigned as…
Real Macro CEO Jeff Currie told CNBC on September 10 that Brent above $107 and a $110/barrel diesel crack spread are the physical economy's bill coming due for a decade of underinv…
OpenDesign Arena scored DeepSeek V4.1 Flash at 81.2 out of 100 on real-world design tasks, reaching 98% of GPT-6 Astra's performance at $0.023 per artifact versus Astra's $1.61. El…
Senate Republicans dropped a revised Digital Asset Market Clarity Act ahead of a September 15 cloture vote. Passage odds sit around 16%, but the real stakes are whether self-custod…
August PPI came in at +0.4% MoM and +5.4% YoY, driven by a 24.1% monthly surge in diesel fuel prices. With the September 16 FOMC meeting six days away and CPI printing tomorrow, th…
A Chinese research team has set a new low-water mark for the quantum resources needed to attack Bitcoin's elliptic curve cryptography: 835 logical qubits, down from 2,124 three yea…
Treasury Secretary Scott Bessent went on X urging senators to vote yes on the September 15 cloture motion for the CLARITY Act, framing a no-vote as surrendering ground to adversari…
Treasury's OFAC sanctioned 36 targets on September 8-27 Iranian airlines plus foreign intermediaries in Turkey, Malaysia, and Kazakhstan, completing the U.S. campaign to blacklist…
Iran's IRGC Navy announced September 8 it seized a US Anduril Dive-LD autonomous underwater drone at the Strait of Hormuz entrance. The Pentagon hasn't confirmed it. The photograph…
Former Silvergate CEO Alan Lane published his first public account of the bank's 2023 wind-down, alleging a coordinated Biden administration campaign forced a solvent institution t…
China is bidding up crude from Africa, Canada, and Latin America as Iranian supply collapses under US sanctions. Congo's Djeno crude hit a $20/bbl premium over Brent this week, up…
Block filed with the OCC to charter Builders Bank & Trust, N.A., a national trust bank that would custody bitcoin under direct federal oversight and replace the company's patchwork…
Iran's central bank has quietly dropped the requirement for exporters to route foreign earnings through its official FX platform, allowing cross-border trade to settle via domestic…
MENA on-chain crypto volume tripled from $100B to $350B in three years, with Bitcoin dominance hitting 64.8% during the Israel-Iran conflict and P2P trading surging in Egypt after…
Japan's Cabinet Office revised Q2 2026 GDP to 1.4% annualized on September 8, but the internals are weak. The BOJ is set to hike into structural fiscal insolvency, and the shockwav…
Strategy repurchased 1,810,885 shares of STRC for $176.3M in the week ending September 7, bought zero bitcoin, and doubled its Digital Credit Securities Repurchase Program ceiling…
The House Energy and Commerce Committee advanced six nuclear regulatory reform bills on September 2 with a combined zero 'no' votes across all six roll calls, targeting licensing f…
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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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