Bitcoin Brief
Who Gets to Decide Whether You're Allowed to Build AI?
The latest AI panic makes a stronger case for open models. I don't want effective altruists deciding what the rest of us can build.
10 min read
TFTC / The Bitcoin Brief
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1,476 posts
Bitcoin Brief
The World Needs More Stuff, Not More Financialization
Treasury raises the ceiling on long-bond support as governments race for energy and raw materials. I think bitcoin near $77,000 is an incredible bargain.
11 min read
Bitcoin Brief
Silvergate Repaid Its Depositors. Its Customers Still Lost Their Bank.
Silvergate met an extraordinary bank run and repaid its depositors. Days after its wind-down announcement, the Fed unveiled emergency support for other banks.
9 min read
Bitcoin Brief
The Growth Bet Has a Lot of Moving Parts
Governments are betting on growth to carry the debt. John Arnold, Michael Every and Jordi Visser help explain what has to go right, and why high yields alone do not signal a bond c…
11 min read
Bitcoin Brief
Liquid's 3,996 BTC Peg-Out Turns Into an On-Chain Negotiation
Liquid remains paused while Blockstream and the self-described whitehats negotiate the return of 3,996 BTC through signed OP_RETURN messages.
10 min read
Bitcoin Brief
If GPT-6 Astra Is Legit, Governments Will Tell Us
Astra's benchmark jump looks impressive. The bigger test is whether rival governments treat it as strategic leverage in the global economic and monetary fight.
9 min read
Bitcoin Brief
Wall Street Has Barely Started Buying Bitcoin
Wall Street has finally accepted that client portfolios should own bitcoin, but advisers have barely bought any.
8 min read
Bitcoin Brief
The Identity Verification Honeypot Has Been Cracked Open
Nexus claimed to hold more than 153 million driver's-license scans. It is the latest reminder that KYC and AML dragnets put ordinary people in harm's way while motivated criminals…
9 min read
Bitcoin Brief
Europe Broke Its Economy. Now It Wants Your Savings to Repair It.
Brussels calls €10 trillion of household savings idle and wants to steer it into the economy its own policies helped weaken.
11 min read
Bitcoin Brief
Core Lightning's v26.06.7 Docker Images Shipped Without the Security Fixes
Core Lightning shipped signed security binaries before releasing the source, then warned that its first Docker images did not contain the fixes.
8 min read
Bitcoin Brief
The Offshore Dollar Is Being Dismantled
Matt Dines connects Treasury buybacks, the break with Canada, financial warfare against Iran, and bitcoin's violent move to a dollar system being pulled back onshore.
9 min read
Bitcoin Brief
AI Is Making Every Terminal Value Less Trustworthy Except Bitcoin's
AI is shortening the life of every corporate moat. Bitcoin offers investors scarcity without corporate disruption risk or monetary dilution.
9 min read
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
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
