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. • US 30-year treasury clears 5% for the first time since 2007, Japan 20-year at 1997 highs • Federal interest expense hits $1.27T — took 73 years to 109x, then 6 years to double • 1970s inflation overlay shows 0.93 correlation with today's CPI trajectory...

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 Section 604 developer protection has a Trojan Horse — subsection (d) preserves the exact statute used to prosecute Samourai Wallet and Tornado Cash developers • Coatue's May report: AI input sellers up 107% YTD vs buyers up 4%, widest...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Three dead on the MV Hondius from hantavirus — don't panic, but ivermectin deserves serious study as an RNA antiviral and should be made OTC • 16.6% of American adults on antidepressants with no exit plan — pharma profits from lifelong prescriptions wh...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Global bond markets in full rout with UK 30-year yields hitting 5.78%, the highest since May 1998 and 80 basis points above the Liz Truss crisis peak • US 10-year Treasury yields spike to 4.42% as energy shock from Hormuz conflict forces central banks...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Tether froze $344 million in USDT on Tron in coordination with OFAC and U.S. law enforcement, proving stablecoins have a kill switch • The CBDC ban is a misdirection: there's no functional difference between a government CBDC and a government leveragin...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Bears are paying 6% annualized to short Bitcoin while it grinds to $78K, up 22% since Iran strikes began Feb 28. 46 straight days of negative funding, the longest streak since the FTX collapse. • The rally has climbed every wall of worry: quantum FUD f...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • BitMEX Research proposes a "canary fund" alternative to BIP-361 — only freeze quantum-vulnerable coins when an attack is proven on-chain • The canary uses a NUMS address with a growing bounty, incentivizing public disclosure over silent theft • Tether...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Vance's 21-hour Iran talks end with nothing, Trump floats Hormuz blockade, oil rips past $105 • Bitcoin holds $72K while equities and oil diverge past 2022 levels • CMBS delinquencies surge to 7.55%, highest since COVID, Chicago offices selling for 94%...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • John Arnold's Ten31 Research piece dismantles the "stablecoins are the killer app" thesis, arguing public blockchains capture none of the long-term value of the digital dollar • March CPI prints 3.3% YoY, hottest since May 2024, with energy up 12.5%, g...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Bitcoin covers the full medium-of-exchange spectrum, from AI agents buying compute on Lightning to Iran demanding BTC tolls at the Strait of Hormuz • The oil trade endgame: multisig escrow for international settlement using bitcoin's base layer and 1,0...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Tyler Oliveira's viral documentary exposes empty ghost offices in Frisco, TX used to game H-1B visa sponsorships, 750K views in 24 hours • American IT workers testifying at city council: displaced by cheaper foreign labor funneled through visa mills •...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Citrini Research sent an analyst into the Strait of Hormuz during a live war on a dinghy with no GPS. Found Iran running a functional toll booth, not a blockade. • 15+ ships crossing daily, up from 2-5 two weeks ago. Approved nations expanding fast: Ch...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • OpenAI acquires TBPN for $30M+ revenue — the playbook for building media in the age of AI: specific niche, daily live format, personality-driven trust • WTI crude settles above $103, highest since July 2022 — dated Brent hits $141, Hormuz at 6% of norm...

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. Today's episode covers: • Google Quantum AI claims 1,200 qubits can break ECDSA. What's real and what's hype. • Jonas Nick's SHRIMPS: 2.5 KB quantum-proof signatures for Bitcoin using only hash functions • The three-layer research stack: SPHINCS+ paper →...

Google Quantum AI published research showing they've tailored Shor's algorithm to attack Bitcoin's ECDSA with fewer than 1,200 logical qubits. The headlines are alarming, but the physical reality tells a different story. The gap between 96 entangled qubits and 500,000 fault-tolerant ones is an unsolved engineering problem. Bitcoin developers are already building the fix with SHRIMPS and BIP-360, b...

• Bitcoin Policy Institute convenes Coinbase, River, and Block on Capitol Hill to push for a federal de minimis tax exemption for small bitcoin transactions • Two weeks ago BPI's David Zell joined TFTC to discuss the political dynamics around getting the industry aligned behind Bitcoin's inclusion • Google Research unveils TurboQuant, a 6x AI memory compression algorithm being called "Google's Dee...

Stories covered: • TeamPCP compromises Trivy security scanner, backdoors LiteLLM (3.4M daily downloads), harvests credentials from tens of thousands of environments • Oil drops 6% on Trump's 15-point Iran peace plan, but Iran demands control of Strait of Hormuz • Philippines declares world's first national energy emergency, 45 days of fuel left • Dow Chemical doubles polyethylene price hike (60%)...

Bitcoin Brief for Tuesday, March 24, 2026. Bitcoin at $70,344. Block height 942,008. The private credit unwind is no longer theoretical. Apollo Global capped redemptions from its $25 billion flagship fund at 5% after investors requested 11.2% withdrawals. This morning Ares Management followed with identical 5% gates after 11.6% redemption requests. Industry-wide, more than $10 billion in withdrawa...

Bitcoin dropped below $70,000 this morning and the timeline is full of doom. Meanwhile, the builders just had one of the most productive weeks in Bitcoin's history. In this episode: Boltz launches non-custodial Lightning-to-USDT swaps with no accounts, no KYC. Strike's Business Line of Credit goes live in 43 states. Ark Labs integrates US banking rails into Arkade across all 50 states. Breez adds...

Show Notes: The Southern District of New York has filed to retry Tornado Cash developer Roman Storm in October on conspiracy charges carrying up to 40 years in prison, despite a jury deadlocking after four weeks of evidence. This episode breaks down the staggering contradictions: Trump declaring the "War on Crypto" over, the DOJ saying it won't target mixers, and Treasury lifting Tornado Cash sanc...

Your daily Bitcoin and macro intelligence briefing for Friday, March 6th, 2026. Bitcoin at $69,738. 1,434 sats per dollar. Block height 939,584. Today's lead story dives into forensic accountant Tom Gober's investigation of the $9.3 trillion insurance industry takeover by private equity. Apollo, KKR, and Blackstone are redirecting your premiums and retirement savings into their own illiquid privat...

Bitcoin Brief - March 5, 2026 Declassified documents reveal the U.S. military's decades-long bioweapons program involving ticks, Lyme disease origins at Plum Island, and the lone star tick's suspicious emergence. Plus: Keonne Rodriguez writes from prison, Strike launches in New York with Bitcoin-backed borrowing, the House votes to keep its own misconduct records secret, how Robert Maxwell destroy...

AI Models Choose Bitcoin as Their Preferred Money - Audio edition of the Bitcoin Brief newsletter. Stories covered: • AI Models Choose Bitcoin as Their Preferred Money • CFTC Fast-Tracking Bitcoin Perpetual Futures • Bitcoin Surges Past $71K, Breaks Month-Long Channel • Kraken Secures Fed Master Account — First Crypto Firm Ever • Banking Intel: Energy Shock Threatens Growth • Senators Push Treasur...

Qatar's LNG halt after Iranian drone strikes just took 21% of global helium offline. China imports 95% of its helium, with 90% from Qatar. The US controls 51% of remaining reserves. A non-substitutable input to chip fabrication just became a geopolitical weapon. In this episode: • Qatar's LNG shutdown threatens global helium supply, and China's semiconductor fabs are directly in the crosshairs. Wh...

The US and Israel launched Operation Epic Fury against Iran over the weekend, marking the most significant military escalation since the Ukraine invasion. Gulf States intercepted over 1,500 Iranian missiles and drones. Oil surged past $79 on Strait of Hormuz disruption fears, with JPMorgan mapping a path to $120 per barrel. Crypto markets saw $358 million in liquidations as Bitcoin posted its 5th...