TFTC
How Bitcoin and AI are becoming leverage for builders and independent thinkers.
309 posts
The Federal Reserve named a16z co-founder Marc Andreessen to co-lead its new Productivity and Jobs task force on July 9, 2026, alongside a Stanford economist on leave at Anthropic…
TeraWulf plans to raise $3.5 billion in leveraged loans and high-yield bonds to finance Anthropic's 401 MW Justified Data campus in Hawesville, Kentucky, locking up exactly the kin…
BitGo launched four Bitcoin quantum-risk management tools on July 9, 2026, giving institutions a practical way to measure and reduce address-key exposure before any quantum compute…
Meta announced July 8 it will build a C$13 billion AI data center in Alberta powered by a C$4.6 billion, 932 MW natural gas plant. The sustainable AI narrative didn't survive conta…
From a small Missouri town to the Utah State Senate, voters are removing officials who approved multi-billion-dollar AI data center deals in secret. The ballot box is the only circ…
The Commerce Department's June 12 export control order on Anthropic's Claude Fable 5 and Mythos 5 models was reversed in under three weeks. The market shift it triggered may not be…
Anthropic embedded steganographic tracking logic inside Claude Code that silently altered system prompts to flag users in Chinese time zones or routing through Chinese AI labs. It…
Polymarket has switched on instant Bitcoin Lightning deposits powered by Spark, crediting funds in under a second with no confirmation wait. The integration is self-custodial and r…
Galaxy Digital completed Phase I of its Helios data center campus on July 6, delivering 133 MW of critical IT load to CoreWeave under a 15-year lease. The former Bitcoin mining sit…
TeraWulf signed a 20-year, ~$19 billion lease with Anthropic for its 401 MW Justified Data campus in Hawesville, Kentucky. The implied ~$950M/year contracted rate sets a new benchm…
CZ proposed a 6-to-12-month migration window before freezing Satoshi's estimated 1.1 million BTC. BIP-361 targets 1.7 million BTC in legacy addresses. The community is split three…
Wavespace's wavecard uses Nostr Wallet Connect (NIP-47) to automatically top up from a user's own Lightning node on every VISA purchase, keeping sats in self-custody until the last…
Nvidia and Valar Atomics ran Blackwell AI chips off the Ward 250 microreactor in Utah on July 1, claiming the first-ever small reactor to power a data center. The real story: AI ca…
Andreessen Horowitz is arguing publicly that open-source AI must stay permissionless. More than 54 local moratoriums have already passed. The regulatory playbook is the same one Bi…
Apple is negotiating with CXMT and YMTC, both on the Pentagon's 1260H list, to source memory chips for China-market devices, after hiking Mac and iPad prices up to $200 on June 25…
Energy Secretary Chris Wright issued two emergency orders on June 30 under Section 202(c) of the Federal Power Act, authorizing PJM to force AI data centers and large loads onto ba…
Stargate's $500B AI infrastructure push has locked in nearly 7 gigawatts of planned U.S. capacity across six campuses. The grid math is already hurting Bitcoin miners.
Sunrun, Tesla, and Renew Home announced a framework to aggregate more than 16 GW of home batteries and smart thermostats into a virtual power plant targeting AI data center demand.…
The BEA's final Q1 2026 GDP estimate shows AI data center equipment and software investment carried roughly 74% of all U.S. economic growth in the first quarter, while consumer spe…
Arthur Hayes argues the $1.5 trillion AI capex debt wave absorbed the entire U.S. M2 expansion since November 2022, explaining Bitcoin's underperformance. His thesis: when the bubb…
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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