Who controls your money, your data, and your compute, as it breaks. Bitcoin, markets, AI, and energy.
454 posts
SoftBank is in discussions to float up to $20B in junk-rated bonds to refinance the $40B bridge loan underpinning its $65B OpenAI commitment. Bloomberg Intelligence says the gap ma…
Core Lightning maintainers issued an emergency warning on Aug. 26 after AI-generated CVE reports surfaced multiple critical vulnerabilities. Operators must upgrade to signed emerge…
Blockstream's Jonas Nick published the first BIP for SHRINCS, a post-quantum signature scheme production-tested on Liquid. The scheme is promising, the security proof is not finish…
Core Lightning maintainers confirmed multiple critical vulnerabilities on August 26 and are urging all CLN node operators to take nodes offline immediately. A signed emergency patc…
The DOJ and FBI confirmed on August 26 that PRC state-sponsored hackers breached the Federal Reserve, NASA, DOJ, and the U.S. Senate using two platforms active since at least 2018.…
Blockstream Research published a full evaluation of lattice-based post-quantum signatures for Bitcoin, rating Falcon, Dilithium, and Hawk against on-chain cost, implementation comp…
The SEC submitted a crypto custody overhaul to the White House OMB on August 25, 2026. The full text isn't public, but how the agency defines 'qualified custodian' will shape the e…
Treasury Secretary Scott Bessent doubled long-dated bond buyback operations to $4B per event on Aug. 19, briefly crushing 30-year yields from near a 19-year high and sparking a 22%…
A Dallas Fed economics paper published August 25 models a $700 billion reduction in U.S. bank duration risk appetite if deposit price sensitivity rises 10 percentage points, driven…
Strategy holds 840,447 BTC at a $63.36B cost basis, but a Regime Intelligence analysis shows common shareholders sit junior to $22B in debt and preferred claims. The flywheel runs…
Treasury's Operation Economic Outcast designated nearly 60 Iran-linked targets on August 24 and formally made Iran's digital-asset sector sanctionable under EO 13902, giving OFAC a…
Ontario Premier Doug Ford threatened to cut electricity exports to the United States. The verified numbers, less than 2% of total U.S. power consumption, explain why Trump called i…
The US Treasury launched a Quantum-Readiness Task Force on August 24, 2026, under Executive Order 14412, with three workstreams including one explicitly scoped to digital assets an…
Iran-linked hackers forced a British power facility offline for four consecutive days in July 2026, marking the first known successful Iranian cyberattack on UK energy infrastructu…
Uranium futures are approaching $89/lb after five months rangebound in the mid-$80s. UBS analyst George Eadie says accelerating utility procurement is evidence the market is tighte…
Japan's day-ahead electricity price settled Monday at ¥25.18/kWh, its highest since January 2023, as Hormuz-disrupted LNG supply and an intense heatwave hit simultaneously. LNG int…
Better and Coinbase funded the first Fannie Mae-backed Bitcoin-collateralized mortgage in June 2026. The corporate treasury boom is bifurcating. Lightning Labs is racing Coinbase's…
Taiwan's Keelung prosecutors indicted nine people on August 24, including employees at Nvidia's Taiwan office and Supermicro's Taiwan branch, for smuggling 74 Nvidia B300 AI server…
Strive (ASST) disclosed a 1,110 BTC purchase for $81.5M in a Monday SEC filing, pushing total holdings to 21,356 BTC. The company's cash balance rose $17.1M during the same five-da…
Lawrence Lepard's arithmetic is simple and brutal: the entire stablecoin market covers roughly 3% of the Treasury's annual rollover need. Regulatory clarity is a rounding error, no…
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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