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AI Models Choose Bitcoin as Their Preferred Money
Bitcoin Brief

AI Models Choose Bitcoin as Their Preferred Money

When frontier AI models choose their own money, 79.1% pick Bitcoin for long-term storage. Plus: CFTC fast-tracks perpetual futures, Kraken secures first-ever crypto Fed master account, and the Strait of Hormuz insurance freeze threatens 20% of global energy.

by Marty Bent
Qatar Helium Crisis Threatens China's Chip Fabs
Bitcoin Brief

Qatar Helium Crisis Threatens China's Chip Fabs

Qatar's LNG halt after Iranian drone strikes threatens 21% of global helium supply. China imports 95% of its helium, with 90% from Qatar. The US controls 51% of remaining reserves. A non-substitutable input to chip fabrication just became a geopolitical weapon.

by Marty Bent

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The AI Boom Just Broke the Global Supply Chain
Bitcoin Brief

The AI Boom Just Broke the Global Supply Chain

The AI arms race broke the global semiconductor supply chain. SK Hynix and Samsung are sold out through 2026, Sony delayed the PS6, and hyperscalers are hoarding capacity — with ripple effects hitting everything from consumer electronics to Bitcoin mining ASICs.

Feb 18, 2026
by Marty Bent
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