Every problem in this chart traces back to one decision in 1971. h/t @River
Bitcoin has officially decoupled from global M2.
Guest list for Wednesday's White House crypto event keeps growing. SEC Chairman Atkins, plus execs from Kraken, Gemini, NYSE, and NASDAQ now added to the invite list. x.com/EleanorTerrett…
New York gubernatorial candidate Bruce Blakeman stopped by @PubKey yesterday to announce he'll axe the BitLicense if elected governor. "These are businesses that are the future of economic activity, and to frustrate their ability to grow is very foolish on the part of Gov. Hochul." x.com/PubKey/status/…
Gavin Baker says Anthropic’s Dario Amodei has claimed the AI firm “might be the only private company in the world at some point.”
Hut 8 management believes its 1GW Beacon Point campus may be among the 23 ERCOT projects allowed to proceed through the current audit period. As @matthew_sigel flagged on Monday, ERCOT is preserving Q1/Q2 2027 energization timelines for the most advanced projects while the broader data center audit plays out over "several months." Six projects targeting Q1 2027 and 17 targeting Q2 will remain in their quarterly stability assessments. Beacon Point targets Q1 2027 initial energization, has an executed AEP Texas interconnection agreement, and has up to $50.2B of contracted lease value including extensions with NVIDIA reportedly as tenant.
Tesla says its recycled material output will rival North American mines by 2030. "Across our U.S. recycling operations, we're now recovering more than 90% of key battery materials. Our upgraded Nevada facility processed nearly 3,000 metric tons of materials in 2025. Our Texas facility is expected to process 3,000 metric tons of manufacturing scrap per year by the end of 2026."
Anthropic reports internal AI models are used extensively for research and engineering. Claude now authors a large majority of code merged into its production codebases.
DDC Enterprise up 46% in a week. The company holds 2,899 bitcoin and CEO Norma Chu says "we are in the part of the cycle where we see the difference between a bitcoin holding company versus an operating company that holds bitcoin."
