Who controls your money, your data, and your compute, as it breaks. Bitcoin, markets, AI, and energy.
454 posts
Shenzhen court sentences Evergrande founder Hui Ka Yan to life in prison for financial fraud. The $2.35B in corporate fines is roughly 0.8% of the group's $300B+ liability stack. T…
Treasury doubled its long-end buyback cap to at least $4B per operation on Aug. 19, but the 30-year yield reclaimed most of its drop by Thursday morning. Bitcoin kept climbing anyw…
PJM filed with FERC on July 31 to make new AI data centers the first in line for power cuts during shortages. The grid math: 70 GW of projected new demand, 15 GW of retired generat…
Ray Dalio publicly backed Bitcoin and gold as debasement hedges on the same week U.S. national debt crossed $40 trillion, the 30-year Treasury yield hit a 17-year high, and Bitcoin…
The penny is dead. The nickel costs 13.78 cents to produce. Congress has passed two versions of the Common Cents Act to reformulate its metal content. This is not a budget story. I…
EO 14233 directs Treasury to hold all seized Bitcoin in a permanent Strategic Bitcoin Reserve that cannot be sold. Here's exactly what the order authorizes, what it withholds, and…
Coldcard's firmware is source-available, not open source. The Commons Clause restricts commercial use, and the economic incentives that come with it. A five-year entropy flaw that…
CFTC Chairman Michael Selig used the agency's inaugural Innovation Advisory Committee meeting to put the Senate on notice: pass the CLARITY Act or the CFTC writes the rules itself.…
Lacy Hunt, the longest-tenured deflationist on Wall Street, has abandoned his core thesis. Hoisington cut portfolio duration from roughly 21 years to under one year and now project…
OpenLedger co-founder Ram Kumar argues AI agents are the first class of economic actors that literally cannot use legacy banking rails, making permissionless settlement infrastruct…
Argentina contracted its money supply and broke an entrenched inflation spiral in two years. Germany, once the Bundesbank's pride, is watching its CPI drift back above 2.8% with th…
The U.S. Treasury doubled its per-operation buyback cap on long-dated Treasuries from $2B to at least $4B on August 19, two weeks after publishing a schedule that showed the old li…
The PBOC added 8 banks to China's e-CNY network on August 17, tripling authorized operators from 10 to 30 year-to-date. The expansion into regional and city commercial banks is how…
Zhibao Technology (Nasdaq: ZBAO) closed a $154.7 million PIPE on August 17, 2026, adding 2,380 BTC to its corporate treasury. The entire purchase price was paid in bitcoin by a syn…
A Ninth Circuit panel ruled on August 10 that Section 230 shields platforms from liability but not from being sued, forcing every operator hosting user speech through costly discov…
Abu Dhabi suspended all trade and financial transactions with Iran on Aug. 19 after detecting two ballistic missiles over Gulf waters. The 30-year Treasury yield touched 5.32%, sem…
Metaplanet is investing 2,100 BTC and $2.5M cash into Super League Enterprise, which will be renamed Superplanet (ticker: SUPA) and become Metaplanet's U.S. Bitcoin treasury platfo…
Trump posted a map of the Strait of Hormuz labeled 'New US Territory' on August 18, the same day an outbound tanker was struck by a projectile and the US confirmed no Iran talks ar…
Bank of America's Q2 2026 13F shows the second-largest U.S. bank cut its Strategy stake by approximately 70% while raising IBIT holdings 77%. The rotation is a direct data point on…
Jane Street's Q2 2026 Form 13F discloses $990M in spot Bitcoin ETF holdings, with $828M concentrated in BlackRock's IBIT. The position reflects the ETF wrapper's structural plumbin…
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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