The Bitcoin Brief

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Europe is completely dystopian now: voting MEPs opposed Chat Control 314 to 276, but the surveillance regime moved forward because rejection needed 361 votes. • DAC8 and CARF turn bitcoin ownership into a reporting surface by linking identity, tax resi...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Brussels is trying to revive Chat Control after prior defeats by using urgent procedure mechanics that make private-message scanning easier to pass. • Broken money is turning inflation pain into class-war politics, and socialist confiscation schemes ma...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Housing inflation is policy all the way down: open-border policy added an artificial demand shock on top of money printing, rate suppression, zoning restrictions, and constrained housing supply. • Philadelphia Fed research from Albert Saiz found immigr...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • A New York abandoned-property lawsuit is trying to wrap legal claims around 39,069 dormant bitcoin wallets, but the first real respondent argues a bitcoin address is not a legal person. • The deeper risk is not a court moving coins without private keys...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • The KIDS Act passed the House 267-117 and creates pressure toward age verification gates under the banner of protecting kids. • Parents should parent. Government should stay out of building identity rails for the next version of the internet. • Japan's...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Michael Howell says bitcoin weakness reflects a slowing Fed-led liquidity impulse, not a dead debasement thesis. • bitcoin is trading around $59,000 with short-term holders underwater, LTH-SOPR signaling capitulation, and NUPL back in Hope/Fear. • Jay...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • The CLARITY Act's BRCA provision faces opposition from 82 Catholic leaders, four law enforcement associations, Wall Street, and Native American tribes. Without it, writing non-custodial software equals money transmission under federal law. • Checkmate...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Apple flagging Sparrow Wallet developer Craig Raw's account for termination by June 30 after he tried to protect users from scam App Store clones • World Gold Council survey: record 45% of central banks plan to increase gold reserves, 1,000 tons/year f...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Japan's Sakana AI releases Fugu Ultra, claiming frontier-model parity ten days after the U.S. forced Anthropic to shut down Fable 5 and Mythos 5 globally under export controls • Open-source orchestration models at 90% discounts raise the Jevons' Parado...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Valar Atomics' Ward 250 achieved nuclear criticality in Emery County, Utah — 9 months from empty site to critical reactor, founded by 27-year-old Isaiah Taylor under Trump's Executive Order 14301 (3 reactors critical by July 4th) • The "you can just do...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • UK Rape Gang Inquiry: 250,000 victims, 149 districts, 40% of the country. Institutions that knew and covered it up. Starmer silent. • Kevin Warsh chairs his first FOMC. Rate hold expected. Watch the dot plot and the end of forward guidance. • Alibaba s...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Bank of Japan raises rates to 1%, highest since 1995. Every previous hike crashed bitcoin 18-28%. BTC holds $66K. • The yen carry trade pattern may be breaking — or the delayed unwind hasn't hit yet • Kevin Warsh chairs his first FOMC meeting. New dot...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Belfast erupts after attempted beheading. UK government threatens rioters, blames Musk, fast-tracks device surveillance. Protestants and Catholics unite for the first time. • Signal publishes "Surveillance Is Not Safety" opposing UK mandatory device sc...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Dario Amodei's 8,000-word policy essay calls for mandatory government testing of frontier AI models, with power to block deployments. Released same day Anthropic closed $35B credit deal. • "Automated R&D" listed as fourth existential risk category. Tha...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Fable 5 delivered a 1,770% speedup and found a bug its creator couldn't. Then Anthropic admitted they deliberately crippled it on frontier AI research. Silently. • Sarah Guo's "The Untrainable": the valuable work is illegible by construction. Intellige...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Hulsmann's Ethics of Money Production (2008) diagnosed the disease. Satoshi built the cure. Same year. • "It takes just a drop of ink to add zeros to a $100 bill." The Trump admin is now floating a $250 bill. • STH realizing largest losses on record. M...

• Bear market cycle lows tell the real story: $152, $3,200, $15,500, $60,000. Each floor higher than the last top. • Iran collecting Hormuz tolls in Tether. A stablecoin the US can freeze with a button. Bitcoin doesn't have this problem. • UK police used a victim's own crime report to unmask her anonymous Twitter account • Blackstone gates BCRED for the first time ever. $79B fund, only honoring 5%...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • The case for 100 million humble sat stackers: getting back to Bitcoin's core values as savings technology • DOJ superseding indictment reveals SPLC paid $4M+ to white nationalists and KKK members to stay in hate groups • Private credit contagion jumps...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • SemiAnalysis "Dark Output" framework: AI is producing enormous economic value invisible to GDP, productivity stats, and the Fed's models • Jordi Visser validates the company brain architecture and argues you have to throw out old economic models entire...

Show notes: • Google TPU competition fragmenting NVIDIA monopoly. Gemini 3 and Opus 4.5 trained on TPUs. More competition, cheaper compute, faster buildout. • LDK Server ships, powers 25% of Lightning volume (Cash App, Square). Splicing, BOLT 12, async payments. • Brink funds post-quantum Bitcoin research. SHRINCS toward BIP draft. 30% of supply quantum-exposed. • PlebBase: open hardware mining sc...

Today's show notes: • The $300 drone that ended the tank era: Hezbollah FPV drones vs Israeli armor, $700M emergency budget, Russia producing 7 million this year • Wall Street telling three different stories, all of them bad: Vista credit fund gated, Goldman warning bonds intimidating stocks, Morgan Stanley asking if AI made the economy rate-insensitive • Iran leaks "draft deal" to reopen Hormuz,...

Show notes: • The Energy Shock Is Not a Spike: structural repricing of global economy, not temporary spike • Bitcoin ETFs see nine consecutive outflow days, longest streak since launch, $228M on May 28 • BOJ hiking to 1% on June 16, yen shorts at $7.4B near historical highs, carry trade risk • Buildings reflect society's beliefs: viral Cultural Tutor thread linking fiat money to temporary architec...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • bitcoin++ Vienna "Economics Edition" underway: Rene Pickhardt argues Lightning and Ark are complementary layers, not competitors. Ben Arc confirms live Ark payments at the conference. • Noah Wallet (self-custodial Ark wallet) in alpha, Ark Labs and Sec...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • A man in Vancouver was certified "insane" under BC's Mental Health Act on a sidewalk with no formal evaluation, days after warning a school board about authoritarian federal laws • Canada's legislative kill chain: C-9 (speech), C-22 (surveillance), C-8...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Iran launched "Hormuz Safe," a state-backed maritime insurance platform for the Strait of Hormuz settling in Bitcoin after OFAC froze $344M in USDT • Jordi Visser warns AI supply chain hitting physics wall: motor oil shortages, DRAM momentum turning ne...