TFTC

Truth for the Commoner. A media company focused on #Bitcoin, freedom, and truth in the digital age.

Public Key

npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw

NIP-05 Address

Profile Code

nprofile1qqsgt0d4sa0pz0wvn9yck36xxezf3qhwzksu0q254vruqed5wvuavuspp4mhxue69uhkummn9ekx7mqpz3mhxue69uhhyetvv9ujuerpd46hxtnfdu9jgn3d

Publishing to

Author Public Key

npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw

Show more details

Last Notes

2026-07-20 23:22:55 UTC

Grayscale just filed for a Worldcoin ETF. The first of its kind in the US, to be traded on NASDAQ.
Let's take a step back and look at what Wall Street wants to package up and sell you.
This is a project that scans your iris at physical stations called Orbs to generate a biometric identity. 18 million people across 160 countries have already done it. The pitch is that AI makes it impossible to tell humans from bots, so we need universal proof-of-personhood.
The regulatory track record speaks for itself. Kenya raided their warehouse and ordered all scans deleted. Hong Kong called it "unnecessary and excessive." Thailand wiped 1.2 million records. Brazil, Spain, South Korea, Germany, and others have imposed bans or investigations. China flagged it as a national security threat.
But it keeps expanding. Quietly rolling into new markets, partnering with apps like Tinder, building out infrastructure for AI agents to carry your biometric identity. The strategy isn't to win the public debate. It's to embed so deeply into everyday platforms that by the time people notice, opting out isn't realistic.
The problem is irreversibility. You can change a password. You cannot change your iris. If this biometric data is ever breached or compelled by a government, there is no reset.
Every centralized identity system in history has expanded beyond its original scope. Now Grayscale wants to wrap it in an ETF and slide it into your retirement account. The normalization is the point.
https://blossom.primal.net/a0c38c11da4ca8691d17172b9c1286efa507b667b7e6b9a644a3a046ca3bb3c8.jpg

2026-07-20 22:41:39 UTC

"It's 37 lines of code, it expires in 12 months, and if some unknown unknown occurs, all of it becomes available again in September 2027."
@npub1wnl…n3wr argues BIP-110 isn't the existential threat critics make it out to be.
https://blossom.primal.net/187dd1e03aea04b52054297062ebbad357fccebbbbd9f4a74a1a7e8530d76eb0.mp4

2026-07-20 20:51:16 UTC

"Hugging Face got hit by an autonomous AI attack. They tried using Fable 5 and ChatGPT to defend against it. Both refused. They had to download GLM 5.2 locally to run the security audit."
@npub1g0e…l966 & @npub1guh…6hjy on why you can't cuck the models and expect to win.
https://blossom.primal.net/c083963d621be8337d0fbcd2c83c9e56be151733370f18512448dd022dc4179b.mp4

2026-07-20 20:44:57 UTC

"Hugging Face got hit by an autonomous AI attack. They tried using Fable 5 and ChatGPT to defend against it. Both refused. They had to download Kimi K3 locally to run the security audit."
@npub1g0e…l966 & @npub1guh…6hjy on why you can't cuck the models and expect to win.
https://blossom.primal.net/c083963d621be8337d0fbcd2c83c9e56be151733370f18512448dd022dc4179b.mp4

2026-07-20 20:15:58 UTC

"The Napsterization model: create a disruptive technology, let it get sued into oblivion, then come back with the legal monopoly version."
Whitney Webb on the playbook behind Polymarket.
https://blossom.primal.net/28a225bcdcf6a7a067e47e5446e2e8276b39002a3b5fbabe8b5eb792ef5aa497.mp4

2026-07-20 17:14:16 UTC

"Build the citadel. Learn to farm. Run the meetup. Buy goats from Billy."
(avg_gary) on how bitcoiners win by building parallel economies that make the old system irrelevant.
https://blossom.primal.net/3717ded09ed5a24d4343265b7822a074ccb6c176079399fda10e0e1b75bbdc61.mp4

2026-07-20 16:32:14 UTC

The Trump administration is quietly working to ban Chinese open-source AI models from the US.
According to Axios, Commerce Department officials considered adding Chinese AI labs to the Entity List, the NSA explored advisories discouraging their use, and draft rules circulated to target Chinese open-source models using supply chain authorities.
Pro-innovation voices inside the administration killed those efforts last year. But personnel shifts and the rise of Kimi K3 have given national security hawks new ammunition.
David Sacks put it bluntly: "The leading closed labs, already a duopoly in terms of AI model revenue, want the government to eliminate their open-source competition."
This isn't really about China. OpenAI and Anthropic have been pushing for licensing and safety regimes that would kneecap open-source competitors for years. Chinese models just give them a national security wrapper to sell it in.
The playbook is to use fear of a foreign threat to justify consolidating power domestically. The result would be a US AI ecosystem controlled by two companies with regulatory moats no startup could climb.
https://blossom.primal.net/51a67de589ce6fc017f47bb3eea7cd16e133b2246029ae6f9c210331847b6c64.jpg

2026-07-20 16:02:20 UTC

"We were sent to fight for the nation, but it was really for the people printing the money."
(avg_gary) on why veterans are turning to bitcoin as a peaceful weapon against the war machine.
https://blossom.primal.net/6c41691efe4562d6021238238afb3cdac004e53b18576dc0ee3c43577ff131da.mp4

2026-07-20 15:32:36 UTC

Former NY Gov. Andrew Cuomo: "The biggest misconception was that crypto was seen as tokens, memes. The real contributions... It is faster, it is cheaper... you can trade stocks 24/7 internationally."
https://blossom.primal.net/a9bbee134f0efa772bb254822c0ca405e06606f008ad001d27baa359947b7dc7.mp4

2026-07-20 14:51:14 UTC

Hugging Face, the largest open-source AI platform, was breached by an autonomous AI agent swarm. Not a hacker. Not a state team. An autonomous framework that ran thousands of actions, harvested credentials, and moved laterally through internal clusters over a weekend. All at machine speed.
The entry point? A malicious dataset uploaded through the front door. 17,000+ attacker events recorded.
But here's the real story.
When Hugging Face's security team tried using frontier AI to analyze the attack, the safety filters blocked them. The models couldn't tell the difference between a defender studying an exploit and an attacker requesting help.
The attackers had no usage policy. The defenders did.
They had to move everything to an open-weight model on their own infrastructure. No permissions needed. No sensitive data leaving the environment. Days of forensic work done in hours.
The sovereignty test is the same one bitcoiners have understood for years, can your tools do what you need without asking a remote intermediary for permission? A bitcoin wallet you control and a model you control pass the same test.
AI offensive tooling is inside production networks now. Defense requires machine-speed analysis and a plan for when your provider says no.
https://blossom.primal.net/c23576d3b7271bdc0a2254c617cfc6bf353174ad5d99a7f2402cefff769f1560.jpg

2026-07-20 13:08:14 UTC

Strategy now holds 843,775 bitcoin and $3.2 billion in USD reserves.
They just added another $225 million to the cash pile.
https://blossom.primal.net/8911c7270cee599731d04401d80399c5b696134436c882d80bd4caa877d65f45.jpg

2026-07-19 18:37:32 UTC

Kimi K3 demand is so high they had to pause new subscriptions and are scrambling to add GPU capacity.
https://blossom.primal.net/9d8c47b987809dc82e5ed4c0f40725c4e12517e67b2a24401b64032f9d30b23a.png

2026-07-19 13:41:31 UTC

Strategy now holds 843,775 BTC worth $54.28 billion at an average cost of $75,653.
Down nearly 15% on the position.
https://blossom.primal.net/2e7e3ffc6af48921ccb4493dd24f4bfbe2475d65dbcfa3323b86e4c7242beb0b.jpg

2026-07-18 21:26:24 UTC

"$90,000 into a kid's account becomes $13 million. That's the power of compounding. It goes into the S&P 500 and it can't be sold. It's an unstoppable passive bid."
Mel Mattison breaks down how Trump accounts create a permanent bid under equities.
https://blossom.primal.net/7df74a0f865aa8e3213593dc989cfc1120d9a49670f77138b7bf4d8b6a0e7007.mp4

2026-07-18 20:22:18 UTC

"Every single hyperscaler could pay off every dollar of debt they've raised within 2 quarters. If AI fails, there's no threat to their moats. So what's the risk?"
Mel Mattison on why the AI bear case makes no sense.
https://blossom.primal.net/eb21b62471da6ca36b0c07cbb9e99283de74bb29504ce250b48741c9efb502a1.mp4

2026-07-18 18:28:25 UTC

"Every single time our attorneys told us 'just don't mention crypto,' you'll be persona non grata. There was no law prohibiting it. It was just a stance because regulators were in the back pockets of the big banks."
Mel Mattison on how rigged the game was.
https://blossom.primal.net/96d78939dfa8db338540fb25c800e368d6dbf4e32a7271b87f979f6fb3c686c4.mp4

2026-07-18 17:12:36 UTC

"If AI actually has a use case, even if it is open-source models, it still requires compute. It still requires the hardware. It still requires memory."
Mel Mattison on why the AI bears are dead wrong about demand.
https://blossom.primal.net/cc63585996c5b0f3ce228b6d75aae7cb50fcb0af28d08bc8f1248fdbcf283adf.mp4

2026-07-18 17:02:14 UTC

Flock cameras aren't just reading plates, video shows one actively scanning nearby phones via Bluetooth.
Towns in CT are ripping them out over privacy fears after massive third-party data access.
https://blossom.primal.net/3cc9d976b4d590a6c09dea1fe3193f3055abb48c254b33f13060511875601ce7.mp4

2026-07-18 13:22:09 UTC

Container shipping rates are spiking again.
The spot rate for a 40-foot container from Shanghai to LA hit $6,482 last week, the highest since 2024 and nearly 3x since the Iran War began in February.
10 consecutive weekly increases.
The Port of LA still processed 530K+ loaded inbound containers in June (+13% YoY, a record for June) as importers rush goods in ahead of tariff expiration on July 24th.
War disruptions + tariff front-running = supply chain stress building fast.
https://blossom.primal.net/ae494a0615d04567194eb8cd23b684b51ad121b5a8a20ec529e4a5ef44b5a1a9.jpg

2026-07-17 22:18:49 UTC

"The critical infrastructure, the rails that the Fed runs, should be available to those that can comply with our rules and regulations. This is a public good."
Fed Chair Warsh on skinny master accounts.
https://blossom.primal.net/638291f95ac23313b5fc0a996cfe05439d8fb28b929da4f18068c0509a9ad01a.mp4

2026-07-17 21:47:09 UTC

.(ODELLXYZ) with a classic: met a guy at a wedding, talked Bitcoin for 3.5 hours, became instant best friends. Then realized he was a B-casher.
"The 1% divide is the largest divide in the world."
https://blossom.primal.net/b858c54d190f5eb31f5903ae9028adcdc0688e06ed91cb574f46c6b95f350db2.mp4

2026-07-17 20:05:08 UTC

"There's a farmer in Texas that's reporting since the data center was up and operational, he hasn't had a live birth in two years."
Erin Brockovich says AI data centers are impacting livestock, wildlife, and the environment.
https://blossom.primal.net/8b41d855eee629a67ebc85b85278a42eb7997d005f879e562f87eebdff7a1a4e.mp4

2026-07-17 19:54:48 UTC

"You start pissing off the moms, you better look out."
Erin Brockovich on what happens when communities organize against data centers in their backyards.
https://blossom.primal.net/f1572687683388e4909979acb47420743a6d27c8232dd9bad142dd9c6ba9df5a.mp4

2026-07-17 19:44:28 UTC

"I didn't vote for Meta or Google to own the water."
Erin Brockovich claims AI data centers are draining America's water supply while communities are kept in the dark.
https://blossom.primal.net/a94db1514c0364ef1da976377c7ec80a409b26455bb49770d06fd98d31d183e6.mp4

2026-07-17 18:57:29 UTC

"Their whole strategy is to get people to not buy Bitcoin, but to buy their stock instead."
@npub1w69…zltw breaks down the broken incentive structure behind Bitcoin treasury companies.
https://blossom.primal.net/88671a73ef0779b512dbea24f2d15130406ac1e9ae1886741f4d9ec93bf904f7.mp4

2026-07-17 18:47:09 UTC

US Congress is set to discuss the proposed Bitcoin Strategic Reserve today during a New York field hearing on the CLARITY Act.
https://blossom.primal.net/7945dd8f22cd59c0ccaab35f3e44b20c178f5af8b4e9a8717024d5c2778364dd.jpg

2026-07-17 16:55:31 UTC

.@npub1w69…zltw contrasts Saylor hyping Strike preferreds as "the most interesting thing in Bitcoin" while Square was rolling out payments to 4 million merchants.
"He's in there... where is that guy?"
https://blossom.primal.net/f900f43d63060a848bde3de755d34d3ea7e629a983ce090d1c9a756806c6b3ad.mp4

2026-07-17 16:45:17 UTC

Parker Lewis on why treasury companies are the new altcoin lesson, you're paying a premium to get less Bitcoin.
https://blossom.primal.net/934adf9237f4a4b34f3ae31ff7d4c61b31333abde94a159c663b96212bf903d9.mp4

2026-07-17 16:23:49 UTC

Rep. Bryan Steil on the Clarity Act: "I'm optimistic that we get this across the line next week in the United States Senate."
https://blossom.primal.net/47f589c3431e59eeb45faebeb9d8c869ca49f8204db57cc69f31ec827b06f895.mp4

2026-07-17 15:48:47 UTC

Newly declassified FBI docs allege China produced & exported fake US driver's licenses in 2020 to enable tens of thousands of fraudulent mail-in ballots for Joe Biden.
https://blossom.primal.net/f96cab8498e85252d61f9f3bcb240e2153930da8644ed4fc5dac2144acf242c9.png

2026-07-17 15:32:08 UTC

Rep. Timmons: "The CLARITY Act is incredibly important in maintaining the U.S. economy as the center of the global economy."
"We're on the 1 yard line, we just gotta score the touchdown."
https://blossom.primal.net/fa702c390d9f36f27c846a8012075f5d72006534022ba8eca7e19831bc405cf9.mp4

2026-07-17 14:02:47 UTC

The SEC just approved a 4x increase in IBIT options position limits from 250,000 to 1 million contracts.
While most people are focused on price, the plumbing underneath bitcoin is quietly being built out for serious capital.
The old 250K contract cap was forcing big players to split trades across exchanges just to build a proper position. Market makers couldn't hold enough inventory to keep spreads tight. Hedging was artificially constrained. All of this kept the market less efficient than it needed to be.
Now NYSE Arca matches Nasdaq, PHLX, and BOX with a uniform 1 million contract limit across every major options exchange. One rulebook for the biggest spot bitcoin ETF in America.
This matters because it means Wall Street's own infrastructure is being rebuilt around bitcoin whether they like it or not. The same institutions that dismissed it for a decade now need deeper options markets to manage their exposure. They're not buying bitcoin because they believe in it. They're buying it because their clients are demanding it and they need the tools to handle the risk.
The timing tells the story. IBIT saw billions in outflows last quarter as capital chased AI and the SpaceX IPO. The SEC isn't pulling back they're expanding the rails. They're not building for today's price. They're building for what's coming.
Bitcoin doesn't need Wall Street's permission. But it's getting Wall Street's infrastructure anyway.
https://blossom.primal.net/3d6dd5b4c4ace9b157b498259b9918f7b86ff63624b3856e688c448579e49ac1.jpg

2026-07-17 13:20:27 UTC

The $2 trillion private credit market is showing real cracks for the first time.
In Q2, investors requested $15.6 billion in redemptions from private credit funds. That blew past the standard 5% quarterly cap at 10 of the 16 largest BDCs. Average redemption requests hit 10.3% of shares. Blue Owl's OTIC saw requests on 38.1%. Most investors only got partially paid out. New inflows dropped 56%. Fitch expects the pressure to continue for quarters.
The root cause: ~20% of private credit loans went to software companies. AI disruption fears are hammering those valuations and investors want out. BDCs average 26% software exposure vs. 14% for the broader leveraged loan market and 5% for high yield. The most exposed vehicles are getting hit the hardest.
Because these are illiquid loans, not stocks you can sell on an exchange, funds can't easily meet redemptions. This is forcing a secondary market into existence. Tradable, a platform that tokenizes loan ownership, has seen transactions double. Jefferies is quoting Thoma Bravo's Anaplan loans at 91.5-96.5 cents on the dollar. Coupa loans are near par. Not a panic, but a structural shift.
Meanwhile, actual lending has collapsed. US direct lending volumes fell 55% quarter-over-quarter in Q2 to $33.6 billion, lowest since mid-2023. Lenders are sitting on dry powder and refusing to deploy it.
The irony: fundraising is booming. Private credit funds raised $16.25 billion in Q2, highest in two years. Capital is flowing in at the top while trying to escape at the bottom.
Regulators are circling. The FSB warns of deteriorating credit quality and opaque valuation practices. Chatham House says regulators need to get ahead of this before it becomes systemic. The DOL is pushing to open 401k accounts to alternatives like private credit, which could pour retail money into a market already under stress.
This is private credit's first real stress test. The asset class grew from nothing to $2 trillion without ever facing a real credit cycle. Now it is.
https://blossom.primal.net/6d257413e0a40ec55dea3c67f3ccd2f640f16cb7a96fa3ec592c38f20c4ff45e.jpg

2026-07-16 21:24:10 UTC

O'Leary on AI warfare: "They will be tenderized constantly. Every data center built going forward in the US is going to have to give up at least 20% of its capacity to the US government."
https://blossom.primal.net/ae854c7d9bb26ad52edb59a2b5081b1e5068d3bac0684b4617ac6f65ceeec14d.mp4

2026-07-16 19:27:45 UTC

OpenAI's Head of Compute: "We believe the world of recursion is not that far where AI will design the systems it needs to train and run the next generation of AI, including chips."
https://blossom.primal.net/d78bbae16d6fad7fcc54eb4c12fce126ce213e6e32bb5e16169142df8ec70333.mp4

2026-07-16 18:31:04 UTC

Belarus is seizing property and bank accounts of democracy activists living in Canada.
Families still inside Belarus are being harassed as leverage. Photos from a rally in Alberta become evidence of "extremism." Apartments are confiscated without court dates or appeals.
Since the fraudulent 2020 election and the mass protests that followed, over 1,100 political prisoners remain behind bars. More than 8,000 politically motivated convictions. An estimated 500,000 to 600,000 Belarusians have fled the country.
But fleeing doesn't mean safety anymore. At least 207 participants in Belarusian Freedom Day events held in Canada, the US, UK, Poland, and Lithuania were identified by authorities and charged with "facilitating extremist activities."
The playbook is straightforward: seize property back home, threaten family members who stayed behind, file charges in absentia with sentences up to seven years and fines up to $750,000. "Extremism" becomes whatever the regime decides it is. Facts and evidence are irrelevant.
This is transnational repression. Authoritarian states projecting control beyond their borders to silence dissent in free countries. It's happening from Belarus, Russia, China, and Iran. The assumption that democratic nations provide a safe haven for political exiles is eroding in real time.
Distance no longer protects you.
https://blossom.primal.net/04ebd70954a5b67d3d48b30861ea7e8c8d5c9bb12b6aa9d7681164079c97d024.jpg

2026-07-16 18:02:06 UTC

Joe Lonsdale on China going from a fraction to over a third of new therapeutics by stealing US IP.
The stat that kills: pre-IND approval in China takes 90 days. In the US it takes over 700 days.
"We have to accelerate this if we're going to compete."
https://blossom.primal.net/0aab61fdd703150ecaf8825f9445fcda95f8c3faf4d5bb81ae8441ac45c6be91.mp4

2026-07-16 17:51:45 UTC

"It's like a mafia where if you criticize it too much, they might just decide to make you wait a year. Unchecked, unaccountable power. We shouldn't have that in a free society."
Lonsdale says the FDA needs competition and accountability.
https://blossom.primal.net/cb452bd725f587fbefb1ba2138b2c9b1e10b40935f69fa2eae8a0ba402ba5677.mp4

2026-07-16 17:41:26 UTC

Palantir co-founder Joe Lonsdale: "The primes have congressional districts locked down. They automatically get the contract even if their stuff sucks because it's a jobs program. It's not about deterring our enemies."
https://blossom.primal.net/c9c2b95da9798d094dfbdc0d4da3f1c01855e543fd80f201da3d0085972ee618.mp4

2026-07-16 17:30:25 UTC

Me when someone says they're waiting for bitcoin to drop back to $30k.
https://blossom.primal.net/2fb12a9e3e620a56af49c29c354b9656a0f76a3f45b5ad031467778f618dbeed.mp4

2026-07-16 17:20:05 UTC

Thinking Machines Lab released Inkling, a 975B parameter model with open weights available for download.
That last part is the story.
Most people interact with AI by renting access to a black box. The model can be updated, the price can rise, the acceptable-use policy can tighten, a government can pressure the provider, the service can disappear.
That's fine for casual chat. It's a dangerous foundation for critical business processes, medical research, financial workflows, and national infrastructure.
Inkling is an American counterexample to Chinese open-weight models like DeepSeek and Qwen that are spreading globally because developers can download, modify, and build on them. The country that supplies the foundation shapes the next layer of global products, standards, and technical dependencies. Winning the benchmark while losing the ecosystem would be a hollow victory.
The argument is Hayekian. Much of the knowledge that makes an organization valuable is tacit, local, and private. A centralized lab cannot collect all of it. It cannot define one alignment layer that reflects the values of every person, company, community, and country. Customizable models let organizations encode their own specialized knowledge into the weights instead of renting the same generic model as everyone else.
Open weights are not the end state of AI sovereignty. They are one necessary step toward it.
The bitcoin parallel is obvious. Bitcoin gives people the ability to own money without renting permission from a central bank. Open AI points toward the ability to own intelligence without depending on a corporate API.
The AI race is not only about intelligence anymore. It is about sovereignty.
https://blossom.primal.net/cba6d8b5cee1af67456794d91a094a2debf20ebd4a863ec01dd82de374d7c853.jpg

2026-07-16 16:39:04 UTC

Eli Lilly just dropped $2.8B to acquire AtaiBeckley and enter the psychedelic medicine space, treatment-resistant depression, DMT therapy, MDMA for social anxiety.
But this isn't just a pharma company buying another drug pipeline.
Jordi Visser has been making the case that LLY is fundamentally mispriced. The Street sees an obesity drug company. Visser sees "an AI company with an infinite balance sheet."
Lilly has ~1,000 Nvidia Blackwell GPUs on campus running drug discovery with biotech partners. 55% revenue growth in Q1 2026, Nvidia-like numbers from a 150-year-old Indiana pharma company.
The AtaiBeckley deal fits the thesis perfectly. Psychedelic-based treatments like BPL-003 (a nasal spray for treatment-resistant depression showing effects lasting months after a single dose) are exactly the kind of novel molecules that benefit from AI-driven drug discovery.
You're not just buying a pipeline, you're feeding new compound classes into an AI engine that can accelerate development timelines and identify applications that traditional R&D would take decades to find.
Lilly is building a healthcare AI platform disguised as a pharma company. GLP-1 drugs fund the machine. AI accelerates the pipeline. And now psychedelics give them a whole new frontier of neuroscience to run through it.
If you own LLY for Mounjaro, you're underwriting the wrong thesis.
https://blossom.primal.net/62730f0ea26e72029ff44c34486847d53665c9e47901f4720a1d7bb91a4e50c5.jpg

2026-07-16 16:28:45 UTC

Treasury Secretary Scott Bessent: "38% of American households own no equities. There are financial service deserts where people haven't been able to get access to accounts like this."
https://blossom.primal.net/134c7b47fa3ccc80d3a5d36698fe1c21b81d91f9311ca0aeb49673cc4c69307b.mp4

2026-07-16 16:18:26 UTC

Treasury Secretary Scott Bessent: "AI is going to let small business compete with big business. A business that used to take 10 people to start, you can start with one or two."
https://blossom.primal.net/88696ff9e389cc4c63e3ed657befd254987b6a299a65499419ec0baedf3304fd.mp4

2026-07-16 16:08:05 UTC

Bessent: 90% of precursor chemicals for our medicines come from China.
"We worshiped efficiency and gave up resiliency, we wanted consumption but didn't focus on production."
https://blossom.primal.net/142d69e9bbfc345a9fffe8361b6553486668b7fd621ce3f4382239f8829ecc97.mp4

2026-07-16 15:57:49 UTC

.Jeffrey P. Snider says Marx's predictions map perfectly onto current lived experience, endstage capitalism, exploiting workers, housing unaffordable until 40.
And why it's actually a cyclical pattern, not the endgame.
https://blossom.primal.net/f6391a9b8ba2ec61c7e8b90ed19da64ed7ccbc5766b9fe7936362ff4d928c03a.mp4

2026-07-16 15:24:52 UTC

Kalshi now letting you bet on whether a drug passes clinical trials.
We've gone from "prediction markets are a revolutionary information tool" to "place your bets on whether grandma's cancer drug gets approved."
https://blossom.primal.net/05bd40d45cc6cef47bd7e046b1383d709efd2c19c2034e6745c57bf675e2da46.mp4

2026-07-16 14:17:09 UTC

$14.4 billion has left the largest US gold-backed ETF since March 1st.
To put that in perspective, that's 50% more than the total outflows across all Bitcoin ETFs since their October peak.
March alone saw $8.5 billion pulled from $GLD the largest single-month withdrawal in the fund's history. April added another $1.7 billion, May $872 million, June $3.2 billion.
July has cooled off significantly, tracking just $46 million in outflows month-to-date.
https://blossom.primal.net/c8ef833de8863ae2bc142b17ad5d9d424eb1a418a84769cef0c8ab24e0d3e507.jpg

2026-07-16 13:55:49 UTC

Over 108 days, the war in Iran has cost U.S. taxpayers an estimated $113.3 billion and counting.
That's $1.05 billion per day, more than the Small Business Administration gets in an entire year, burned every 24 hours.
In less time than a single baseball season, the government spent more than the combined annual budgets of NASA, the EPA, FEMA, and the Department of Justice.
More than every federal highway, bridge, and road project in America for a full year.
Every taxpayer's share: ~$691. A family of four: ~$1,360. For a war most Americans couldn't find on a map three months before it started.
And these are just the direct costs. Brown University's research on Iraq and Afghanistan shows that long-term costs like veteran care, equipment replacement, interest on the debt used to finance it, typically multiply the sticker price by 3-5x. The real tab for this 108-day war could land somewhere between $340 billion and $567 billion.
Afghanistan's first 100 days cost ~$31.5 billion. Iran's 108 days cost 3.6x that.
The money is always there for war. It's never there for anything else.
https://blossom.primal.net/6d12a68b02b81890765e375fee9bc1b12218996e09fb728c811b69caf3acd2fa.jpg

2026-07-15 22:58:47 UTC

Anthropic, Blackstone, Goldman Sachs, and Hellman & Friedman just launched Ode, a $1.5 billion AI services firm that embeds engineers inside companies to build custom AI systems on top of their existing operations.
Not a new model. Not a new chatbot. An implementation company. Walk into a business, map how it actually runs, and build the AI layer on top of it.
The CEO says it's "pretty easy to imagine this as a trillion-dollar company someday." They currently have 100 engineers and demand already far outstrips supply.
The private equity firms backing it will funnel their own portfolio companies as customers.
Pay attention to what's happening in the background here. The biggest players in finance and AI just bet $1.5 billion that the real money in AI isn't in building models.
It's in deploying them inside every business on the planet. That tells you where this industry is actually headed.
https://blossom.primal.net/485f1ad1352cd218aaea31385d1ad9c558ef4ee35a97f30c3ae52feec606b126.jpg

2026-07-15 22:48:30 UTC

"China subsidized factories. We subsidized bank bailouts and $3 trillion to take Afghanistan from the Taliban and give it back to the Taliban." - Luke Gromen
https://blossom.primal.net/b481194069e2342e7fe7ea02b017b78a5fae699aa1f05469b5379ac8fa7d0e2f.mp4

2026-07-15 22:38:10 UTC

"The Chinese said, 'We'll send you silk. We'll take some ceramics. But you don't make anything else we want. We'll take bullion.' History is repeating."
Luke Gromen on China running the exact same playbook it ran against Britain in the 1760s.
https://blossom.primal.net/3bee5e24ee5bd8e5c38bbf47a46ec0c242d244862b5644249cb21da197a3a9d4.mp4

2026-07-15 22:27:48 UTC

"We took the inflationary hose off our front porch and stuffed it in through our own basement window."
Luke Gromen on why US inflation got so bad when foreign central banks stopped buying treasuries.
https://blossom.primal.net/1868217fa204c03af5530fb9312c821f8a4bce37c837bb7b793bb83a973bb1fd.mp4

2026-07-15 22:17:28 UTC

"Gold can go to a million and nothing gets hurt."
Luke Gromen argues gold is the only asset that can rebalance global trade without breaking the world.
https://blossom.primal.net/54ba648f2d5745d3476e337a329545761179449769d690547f48431c3dac1331.mp4

2026-07-15 21:29:46 UTC

Bitcoin does not move in isolation anymore.
Energy. AI. Money. Geopolitics. Policy. Markets.
The Bitcoin Brief connects the stories shaping the world before they become obvious.
Free. Daily. Trusted by 20,000 Sovereign Individuals.
Subscribe:
https://www.tftc.io/bitcoin-brief/

2026-07-15 21:19:27 UTC

The Matthew Boyer Q2 report just dropped and it's stacked.
An investigative report into CCP influence operations against American AI infrastructure prompted Senator Tom Cotton to call for a DOJ inquiry and landed on the front page of the New York Times.
At an Armed Services hearing, Admiral Paparo revealed the military is studying how Bitcoin can strengthen American cybersecurity and that Indo-Pacific Command runs a Bitcoin node.
The CLARITY Act cleared Senate Banking with developer protections intact. BPI launched "Satoshi Scholars," weekly educational sessions for senior Congressional staffers. And they filed to intervene in a New York lawsuit trying to claim legal title to 3.8 million bitcoin in "dormant" addresses under lost-and-found property law.
Serious work being done on the policy front.
https://blossom.primal.net/45c78d8d7aca179ff7c8db13b9289e8e1ee90393fbfecad2116b1ef824d18d71.jpg

2026-07-15 20:20:28 UTC

"Europe is the global center of beauty, which is really meaningful to me. Things that are beautiful are worth preserving. Why would you want that to be destroyed?"
Tucker Carlson says America first means doubling down on Europe as an ally.
https://blossom.primal.net/84dbd8124fa5d4871bb95124065b8ca886092fbc24981da983867db568fdfe18.mp4

2026-07-15 20:10:07 UTC

"You cannot allow a country of 9 million to make decisions that are critical to a country of 350 million. That's against nature. It's wrong. And it's against America's interest, as this war is."
Tucker Carlson to The Economist.
https://blossom.primal.net/f46d181f73b7e07e98f875e39b8c42b2203bc51dd6ca197c90d44ccaea2a384e.mp4

2026-07-15 19:59:48 UTC

Tucker Carlson: "No one's even arguing that Iran's nuclear program posed such a threat that we had to launch a full-scale war... This war is clearly contrary to what he promised and contrary to the idea that your leaders should put your interests before those of foreigners."
https://blossom.primal.net/b9161ef661bac63069c569734384b5ddfcf8668c475ada26d039ada3c77987de.mp4

2026-07-15 18:50:17 UTC

"The rabbit hole dwellers, the system thinkers who go against the grain? They're already here. What's left is people who don't think like us. Shouting about sovereignty on Twitter is falling on deaf ears."
Brandon Quittem on why the next wave won't look like the last one.
https://blossom.primal.net/f94291bb8d7be0ade733ea4e148354250b3530cdac8638f79837d709c533c2a3.mp4

2026-07-15 18:39:47 UTC

"There's a world where Bitcoiners get rich and the protocol is totally neutered. We'll be telling our grandkids a tragic story where we fumbled the greatest opportunity to take money away from the state ever."
Brandon Quittem on Bitcoin's third generation curse.
https://blossom.primal.net/337b749a0f2e3c0aca1da770c378dd43b9ea5ac415cdceb7aa7c5e9a10541fe4.mp4

2026-07-15 18:19:07 UTC

"No dollar says Republican or Democrat on it."
Nick shirley testifying before the Senate on the billions in healthcare fraud he's helped expose.
https://blossom.primal.net/fd3310ebc8f31694e1140275b9495a5c149ac79c75688e80aa7cdf4d12827597.mp4

2026-07-15 17:27:27 UTC

President Trump will meet senators tomorrow to discuss progress on the Clarity Act.
https://blossom.primal.net/f067fe5cfaa6d862946c9efbb5d1296bb5e9536b00c4c9a15b2d11ee74e3c408.png

2026-07-15 17:27:27 UTC

Joe Rogan just told the Vice President something about Joe Biden that even he didn't know.
"I didn't know he had two brain surgeries!"
https://blossom.primal.net/3cc62f02dc930d48fcdf5dffff756e169bd764afba9d7ede75bc5ba089ab5585.mp4

2026-07-15 17:17:08 UTC

The UK tried to ban kids from social media, then immediately realized they can't enforce it without restricting VPNs. Now they're backing off.
You can't enforce digital restrictions without breaking everyone's privacy tools.
https://blossom.primal.net/e2b6b829e90bf4396d0bc37b3c3d1c9e8b0554fe15207003f390ee6a21caf1fe.mp4

2026-07-15 17:06:48 UTC

CDC Director Nominee Dr. Erica Schwartz: “I believe mRNA technology is safe and effective.”
https://blossom.primal.net/213a32617e824e8cd6bd5b2c3c6cc86c2e65665918a73ab34eeceff4414c589c.mp4

2026-07-15 16:56:30 UTC

"All you heard for 20 years was STEM. Now LLMs write the code. The skills that actually matter are the humanities skills we left behind."
(jcenters) & (hannahcenters) on what actually works in children's education.
https://blossom.primal.net/712b86d3d1d8df56c246ca6ed206da2534e9ae94a8df30535bd7abfeb1dec10c.mp4

2026-07-15 16:46:13 UTC

.(TheBitcoinGirl_) reviews RadarChat after using it for a week.
https://blossom.primal.net/eeeb4c605a938a3f7b73ab8463b6c237b0db07d7a9570be09739dc50a242a26d.mp4

2026-07-15 16:35:46 UTC

JPMorgan about to be the world's first $1 trillion bank.
The same bank that took $25 billion in TARP bailout money in 2008.
https://blossom.primal.net/5dac6af3a5189a445b837cadd2fbfecb2c8dbd7d1c180d1deb83d3f4ae953a5e.jpg

2026-07-15 00:02:24 UTC

Claude Fable 5 cyber safeguards bypassed with single “/btw” command in Claude Code.
Security requests reportedly blocked.
https://blossom.primal.net/a726478cc4ceaee89d5c478e5389d4cbc73896b683e3f438c47538b9744e1adf.jpg
https://blossom.primal.net/56daeb9337faea90d57ad3cafe584fe9ce8b2f60d816eeea519e92a98810c3a3.jpg

2026-07-14 22:58:52 UTC

Cyan Banister says Peter Thiel is the most misunderstood person in tech.
"He's operating 1,000 feet above everybody else. His mind is not like other minds. It's kinda like Elon. You don't know what to do with it, so it's just easier to hate it."
https://blossom.primal.net/d547a79f12960570981bf024133ab7d33eb376d3801fc192cdf3925c9cfbaa18.mp4

2026-07-14 22:43:43 UTC

New York just became the first US state to impose a statewide moratorium on new data centers.
Governor Hochul signed an executive order pausing state environmental permits for hyperscale facilities drawing 50 megawatts or more for up to a year.
The order covers new discretionary permits that haven't already been deemed complete. Hochul framed it as a response to the AI computing boom threatening to hike electricity bills and drain energy and water supplies.
But the moratorium is just the start. Hochul is also pushing to repeal sales tax exemptions for large data centers, create a fund that makes data centers pay into the state's aging power grid, and publish a framework that lets local governments negotiate direct payments and infrastructure funding from developers.
A $19.4 billion data center proposed in Genesee County is among the projects that could get caught by the order.
State lawmakers already passed the Responsible Data Center Development Act in June, which goes even further by covering facilities above 20 megawatts. Hochul hasn't signed it yet but used the executive order as a faster path to act now.
New York is the first state to go this far, but the trend is spreading. Dozens of cities and counties have passed their own data center restrictions, and Arizona signed a three-year moratorium on new sales tax breaks for the facilities last month.
https://blossom.primal.net/20c674b70bb412b944b48f1bfded6eb83d59d14a7456906d04d2804a71417d36.jpg

2026-07-14 21:45:05 UTC

Ben McKenzie is on Capitol Hill lobbying senators against the CLARITY Act.
You can't make this up.
https://blossom.primal.net/f8e81095fc9957d395cb577fbabad5485c32fcf5f892126de9bf96095a26999f.jpg

2026-07-14 21:32:22 UTC

Home mining is an energy problem before it is a hardware problem.
Tonight, the Exergy team joins the TFTC Roundtable to break down power economics, machine selection, heat reuse, and the Home Mining Energy Playbook.
Join us:
https://www.tftc.io/roundtable

2026-07-14 21:17:24 UTC

Maelstrom just added Tadge Dryja as the 6th recipient of their Bitcoin Grant Program.
(tdryja) co-invented the Lightning Network, created Discreet Log Contracts, and authored Utreexo. He will be focused on research to harden bitcoin for a post-quantum era.
Dryja is one of the most accomplished open-source bitcoin developers working today. Maelstrom's grants range from $50K to $150K per year, paid monthly in BTC or stablecoins.
He joins five other developers on the roster.
https://blossom.primal.net/8f944861402782631d4c7ba4bbea55601fb524d224030d5208884b6c91090445.jpg
https://blossom.primal.net/2bb517fc5825b2a608213ec421462360dda07eb45cc6168d9f91d6f7e15bd505.jpg

2026-07-14 21:02:22 UTC

Stop selling your bitcoin to cover expenses.
(AvenCard) lets you borrow against it instead, lines of credit up to $1M, rates starting at 7.99%, fixed for up to 10 years.
No rehypothecation. 2% cash back.
https://www.tftc.io/aven-bitcoin-visa-card/

2026-07-14 20:50:23 UTC

Rogan goes off on how the education system was literally designed to produce compliant workers, not curious humans.
If AI removes the need for that, we need to completely rethink what school is for.
https://blossom.primal.net/5abdc4be9fd42f5d3680d077a081493c0a314941c1b605a13a2d17ab458d81c4.mp4

2026-07-14 20:40:05 UTC

Bostrom calls wage labor "slavery light," you sell a third of your waking life just to pay for necessities.
https://blossom.primal.net/c711d98aa3cc68825b3fd2e4d0b4b03293d82975f85a7450c12554e8e79dab81.mp4

2026-07-14 20:29:43 UTC

Rogan pushes back on the "AI takes all jobs" panic: "Do you have to have a job? Isn't that a human invention?"
https://blossom.primal.net/4f4f214d116d3375f383cb9ca4a818934a292e99389b749bec96b65b59ad7be6.mp4

2026-07-14 20:02:18 UTC

Sacramento, CA, is now inspecting residents' curbside trash and recycling bins to ensure compliance with state sorting laws.
City crews will check proper separation of garbage, recyclables, and organics.
https://blossom.primal.net/6abbb292733e94382ced55d34e96b4f5efe17f17c9cc20a47d4ec081f1d05ff0.mp4

2026-07-14 17:35:37 UTC

"The traditional media really finds all these excuses not to explain Bitcoin. They want to keep people on the euro."
Adem Bilican on how European media uses fear narratives to suppress organic Bitcoin adoption while inflation and 50% tax rates crush the middle class.
https://blossom.primal.net/26be39ee1e7472f4ae61e028554233d4ad5ec4d32587e0fa82532ff033955534.mp4

2026-07-14 17:25:17 UTC

"They think it's too late. It's done a 100x so it's too late. They don't put in the time to understand it." - Adem Bilican
Retail chases whatever the neighbor made money on.
https://blossom.primal.net/46ffc4fe064f3f97c2657fada24bddf5eb03931b2e683479b201f66b10b79489.mp4

2026-07-14 17:14:57 UTC

"They don't earn enough to finance their lives. Rent is going up, insurance is going up, coffee costs double what it did three years ago." - Adem Bilican
The European middle class is getting squeezed so hard they don't have the bandwidth for Bitcoin.
https://blossom.primal.net/e4fd2faf61f4ee14e01bb447dc68b60012e8189ac22def4d105fc30fe1518d0b.mp4

2026-07-14 16:23:50 UTC

Fed Chair Kevin Warsh: America will be richer and more productive if the current AI cycle follows the positive trends of past technology revolutions.
https://blossom.primal.net/1a9b47f18b6ba7c337ccf33191379a13acb88fbb7807ba4b1782c2914c3c2a2d.mp4

2026-07-14 16:03:28 UTC

Fed Chairman Kevin Warsh told Congress on Tuesday that AI is "the most significant change in our economy in my adult lifetime."
"It's a huge opportunity, but it also comes with risks and challenges."
https://blossom.primal.net/302a8662d452f8f55afcb5c3e2afec0325fca2ccc210807a1c617db1a83502be.mp4

2026-07-14 15:50:48 UTC

Fed Chair Warsh says AI investment is growing so fast it will soon "just be called investment," with high-tech spending up nearly 25% in Q1 driven by data center construction and AI demand.
https://blossom.primal.net/246ea0c97d629bce0ecebaa97c78fe48afb516984ae77659eb1f83376b16f408.mp4

2026-07-14 15:30:10 UTC

Fed Chair Kevin Warsh, asked by Rep. Velazquez if he works for Trump: “We’re an independent central bank... My goal inside the central bank is for there to be no politics.”
https://blossom.primal.net/50940c455ffa6a7b1c0a25b7ad698a95eb39b615ed47b2c6ea26beb349078963.mp4

2026-07-14 14:05:06 UTC

The Top 10 S&P 500 stocks now make up 43% of the index while the bottom 250 account for just 8%.
Market concentration hasn't been this extreme in modern history.
https://blossom.primal.net/6cf8c9c60701bfd8983592ee5257c3b4ddde537292f90af32ae46151f3fc400e.jpg

2026-07-13 22:26:30 UTC

"Two government departments vying to run the Strategic Bitcoin Reserve. That probably doesn't happen if this is either fully on ice or just completely irrelevant to them." - @npub1g0e…l966
https://blossom.primal.net/c85d5781f9c089ff5fe6336b8159e7d69019bec345bf3a5cc15c58a32e155a2b.mp4

2026-07-13 20:40:43 UTC

The guy your dad warned you about meeting the guy your other dad warned you about.
https://blossom.primal.net/7073b966760db513a7920addfda5e4407c054a91bba95d385e600a4e493d17e7.jpg

2026-07-13 20:17:25 UTC

"The charts are not looking great. You didn't get the same retrenchment anywhere close to pre-war levels and now we're back up moving much more meaningfully toward recent highs." - @npub1g0e…l966
https://blossom.primal.net/99821ec24ee188a7ea4409f0f0139e9239f6b4f8a3449d555cbb789a7a6e4ddd.mp4

2026-07-13 18:48:47 UTC

A Russian statesman in the 1890s observed that when you de-Christianize the state, you don't get liberty. You get another cult that runs the state.
"I've noticed that too." - Tucker Carlson
https://blossom.primal.net/bb9ace4f937df37e6b11fa8bdb7a91fab6775c193bd15b7a0fc1b23aa1c84f6f.mp4

2026-07-13 18:38:29 UTC

"Very wealthy families about a hundred years ago were able to buy off many of the mainline Protestant denominations and turn them into effectually NGOs."
(JayDyer) on how the Rockefellers invested in the World Council of Churches to make Christianity a form of soft power.
https://blossom.primal.net/d8f28a8c3a337b0b68e5c3910f71dc30a61f2c9510f9c3f2892507edde79432d.mp4

2026-07-13 18:17:28 UTC

Why Byzantium was the most successful empire in history, how it flourished on sound money, and fell when they started clipping the gold.
"If your civilization is logo-centric, you're aligned with what's true. You're just going to prosper." - (JayDyer) on Tucker Carlson
https://blossom.primal.net/7b658437aacf9920498375b17df30c045b3250ddbc4e5f4afd39a174c54a528f.mp4

2026-07-13 17:32:30 UTC

Waking up (Bitcoinbeach) in El Salvador.
https://blossom.primal.net/e1284c8bbd829bb4811e665dbcdf94456dbbd46ea5031b997e17ba31e4382ab2.mp4

2026-07-13 16:58:26 UTC

The OMFIF just surveyed 90 official institutions for their 2026 Global Public Investor report. 74 central banks and 16 sovereign wealth funds managing over $10 trillion in assets.
The US dollar is the only currency where more reserve managers plan to cut exposure than increase it over the next 12-24 months. Every other currency on the chart is net positive. Euro, renminbi, sterling, Aussie dollar, yen, Swiss franc, Canadian dollar. All green. The dollar is the lone red bar.
This is the first time on record that a major survey of public investors has shown more central banks planning to reduce dollar allocations than add to them.
Meanwhile, 74% of respondents expect moderate or significantly lower US dollar holdings in global reserves over the next 5 years. A record 45% plan to add gold.
The institutions that literally create fiat currency are telling you they don't want to hold the world's reserve fiat currency. They're rotating into gold, into euros, into renminbi, into anything that isn't tied to a $36 trillion debt pile with no credible plan to shrink it.
The managers of sovereign wealth are positioning for a world where the dollar's dominance erodes steadily. That's not a prediction. It's a survey of the people making the actual allocation decisions.
https://blossom.primal.net/6633ac09f3f61c2857cc78bf697913b2451a72f3ce5f9c35be5bc86c6c55f8b4.jpg

2026-07-13 16:11:27 UTC

"Bitcoin is the hurdle rate. It's outperformed other asset classes over the long duration. If it converges to be savings technology that can preserve your spending power, that's actually quite useful." - Adam Back
https://blossom.primal.net/3ca26f14bc4aa6445ec81e07da3065201a39c9d9356d87164eef2f0011cfb443.mp4

2026-07-13 16:01:06 UTC

Rand Paul just announced Fauci will testify publicly before his committee on July 29th. This has been years in the making.
Declassified documents now show Fauci didn't just fund gain-of-function research at the Wuhan lab, he personally shaped what the intelligence community told the American people about COVID's origins. 18 agencies relied on his guidance to form their assessments.
Think about what that means. The guy with the deepest conflicts of interest in the entire pandemic was the same person guiding the intelligence apparatus on what to tell the public. That's not oversight. That's the fox designing the henhouse security system.
Rand Paul has been the only senator consistently pressing this since 2021. The "gain-of-function" exchange in the Senate hearing wasn't a gotcha moment, it was the beginning of a paper trail that has only gotten more damning with every FOIA release and declassified document since.
Public testimony under oath is different from closed-door briefings. Questions get asked on camera. Evasions get recorded.
The American people get to watch in real time whether the man who told them "I represent science" can explain why he was simultaneously funding the research and controlling the narrative about its consequences.
https://blossom.primal.net/80790c01e43d37654859ae5b6833e502d8e207976b7d9b99ebe38ce2f8edbc89.jpg

2026-07-13 15:40:28 UTC

Adam on first reading the Satoshi whitepaper.
"He solved the problem a lot of clever people had been knocking their heads against for about a decade."
https://blossom.primal.net/37103f3a2a61c5e990253cf962a5c43ed266f92fb9a886ca4a8f619de8dc2152.mp4

2026-07-13 15:30:06 UTC

President Donald Trump called on the U.S. Senate to pass the Clarity Act in honor of the late Sen. Lindsey Graham.
https://blossom.primal.net/f356ebc074e6ee01b1478e1bad76fc6224d608373e2ad5ab400c75af63ec3af3.jpg