Bitcoin Brief
Bitcoin Is Ringing the Fiscal Alarm
I think the people dunking on Bessent are missing the plot. Washington is laying stablecoin rails while ARMA points toward bitcoin as a reserve asset.
10 min read
TFTC / The Bitcoin Brief
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1,464 posts
Bitcoin Brief
Stripe Wants to Own the Agent Economy
Stripe is buying OpenRouter because payments are only one part of the agent economy. It wants to own the stack that routes intelligence and money.
9 min read
Bitcoin Brief
Implicit Yield Curve Control Is Here
Treasury is at least doubling its long-end buyback cap. They call it liquidity support. I call it implicit yield curve control, and the debt math tells you where this is going.
9 min read
Bitcoin Brief
The Insurance-Private Credit Machine Is Finally Getting Marked
Public credit markets are finally putting real prices on the insurance and private-credit machine Nick Nemeth and I have been warning about since April.
10 min read
Bitcoin Brief
Bitcoin Is Coiled and Nobody Cares
Bitcoin has spent months grinding through a narrow range while 30-day realized volatility sits near multi-year lows and market interest dries up.
8 min read
Bitcoin Brief
The Bitcoin Patch Wave Is Here
BTCPay Server issued release-candidate security guidance, Fedimint shipped stable fixes, and Core Lightning is preparing a point release.
8 min read
Bitcoin Brief
Your Bitcoin Miners Are High-Value Networked Computers
The 256 Red Team is auditing the closed and third-party firmware controlling Bitcoin mining fleets. Operators should treat miners like high-value networked computers.
8 min read
Bitcoin Brief
Stop Taxing Inflation as a Capital Gain
July CPI remained elevated. The government should stop taxing inflation-created nominal gains as real wealth.
9 min read
Bitcoin Brief
America Is Throttling the Defenders Who Protect Bitcoin
Criminals will use unrestricted AI tools whether compliant users are allowed to or not. Bitcoin's defenders should have access to the same capabilities.
9 min read
Bitcoin Brief
BIP-110 Hit Its Mandatory-Signaling Height. Bitcoin's Hashrate Did Not Follow.
BIP-110's mandatory-signaling period began at block 961,632. Bitcoin's dominant chain did not follow, and Luke Dashjr is now discussing a new proof-of-work algorithm.
8 min read
Bitcoin Brief
Bitcoin's Red Team Hit the Outreach Wall
Bitcoin's Red Team logged 1,029 high-or-critical findings across 425 projects in 55 hours. Now comes the hard part: reproducing the bugs and reaching the maintainers.
8 min read
Bitcoin Brief
The COLDCARD Attackers Left More Than a Blockchain Trail
The COLDCARD theft is one front in the industrialization of cyber offense. The next race is to identify the attackers and harden every exposed system.
11 min read
Bitcoin Brief
Texas Just Put 474 Gigawatts of Data Center Requests on Trial
Texas is auditing more than 474 gigawatts of interconnection requests, approximately 90% from data centers, as the AI buildout runs into power, grid, and construction constraints.
9 min read
Bitcoin Brief
The COLDCARD Disaster Has Reached Nine Figures
Galaxy now tracks 1,596 BTC stolen from roughly 7,300 addresses while new evidence raises deeper questions about how COLDCARD's weak-entropy failure survived for years.
9 min read
Bitcoin Brief
COLDCARD's RNG Failed. Move Your Coins.
An urgent warning for anyone whose seed was generated on affected COLDCARD firmware. Updating the device will not repair the seed. Generate a new one and migrate carefully.
8 min read
Bitcoin Brief
The Fed Paused. The Bond Market Did Not.
The Fed held rates steady. The front end relaxed, the long end revolted, stocks rolled over, and the monetary trap got tighter.
10 min read
Bitcoin Brief
Bitcoin's Liquidity Winter Is Not Over Yet
Michael Howell says the global-liquidity cycle peaked in 2025 and may remain a headwind for months. Bitcoin's monetary case can survive a brutal liquidity winter.
9 min read
Bitcoin Brief
New York Is Building the Store and the List
New York is subsidizing groceries while building a property-tax target roll. Britain offers the warning: wealth exits when socialist incentives stop working.
11 min read
Bitcoin Brief
Fedwire Shows What Bitcoin Is Actually Competing With
Fedwire settled $1.148 quadrillion in 2025 using a few trillion dollars of reserve balances. Bitcoin is competing with that monetary base layer, not Visa.
10 min read
Bitcoin Brief
DeepSeek Is Playing the Long Game
DeepSeek is treating compute scarcity as an engineering constraint, open weights as a strategy, and AGI as a long game. American frontier labs should study the posture instead of d…
8 min read
