Truth for the Commoner. A media company focused on #Bitcoin, freedom, and truth in the digital age.
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npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw Profile Code
nprofile1qqsgt0d4sa0pz0wvn9yck36xxezf3qhwzksu0q254vruqed5wvuavuspzemhxue69uhhyetvv9ujuurjd9kkzmpwdejhgqgdwaehxw309ahx7uewd3hkc2xx2wj
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2026-03-24T03:35:49+01:00 Event JSON
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Last Notes npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC President Trump announces a short-term pause of "Project Freedom" in the Strait of Hormuz at the request of Pakistan and other countries. https://blossom.primal.net/5b088a6f6295ce907ecd6a20cf98607c7d7590d1584bd4d7a9ad9fa11abf22b3.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "It's a tough look to me to be bearish Bitcoin right now with everything going on fundamentally under the hood. The Defense Production Act, dollar swap lines, UAE leaving OPEC. Everything is lining up." - @npub1g0e…l966 We discuss: ⚡ DPA returns ⚡ Funding plan ⚡ OPEC cracks https://blossom.primal.net/f2714ebb9bb28a11ff3554bec0da7b8808dd70d1e509a299d2530313cd4ad6d5.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC GameStop CEO Ryan Cohen has signaled an unsolicited bid to acquire eBay in a deal valued at approximately $56 billion, or $125 per share. The offer is structured 50% cash and 50% stock. https://blossom.primal.net/a068e4bb6b9421fbf01156d1988a3b8da488c4e795bc79edd46e5dcb4c3ba72a.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC OpenAI co-founders Sam Altman & Greg Brockman discuss 2015 negotiations with Elon Musk in a new podcast. Brockman claims Musk demanded majority equity and full control, the breaking point over fears of one person controlling AI’s future. https://blossom.primal.net/97c975bd1c5c68f1638a5b21917e7b04082910d32130973951a91f39d9ea3b7d.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Gulf states that previously tolerated Iranian money in their banking systems are now handing over account details to the U.S. Treasury, allowing the government to freeze IRGC-linked assets across the region. Treasury Secretary Scott Bessent says the shift happened because Iran bombed its own Gulf neighbors during the conflict. Countries that were "somewhat permissive" with Iranian regime money suddenly became cooperative. So far, the U.S. has seized nearly $500 million in Iranian cryptocurrency. It is also freezing IRGC retirement funds held abroad and tracking regime-linked real estate worldwide. Iran's currency is down 60-70% against the dollar. Its largest bank collapsed in December. Bessent says the main oil export terminal at Kharg Island is at a "virtual standstill," and once storage fills, wells will need to be capped, causing permanent damage to production capacity. https://blossom.primal.net/f8060af56da02d07dc5110dfc85190f395af6d7da3b1e32e7ceb428e0de1e0de.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Rep. Eric Burlison, who chairs a House Oversight subcommittee, says a pattern of disappearances among scientists connected to sensitive U.S. government research is "not normal." At least five cases share striking similarities. Four occurred near Los Alamos National Laboratory. In each one, the individual left home on foot, leaving behind their phone, keys, wallet, and car. Several took only a handgun. The missing include a retired Air Force general who led a $2.2 billion weapons research program, a retired Los Alamos nuclear weapons engineer, a government contractor with top security clearance at a nuclear stockpile facility, and an aerospace engineer connected to NASA's Jet Propulsion Laboratory. There is no public evidence linking the cases. But the House Oversight Committee has formally launched an investigation, and Trump confirmed a White House meeting on the subject last month, saying, "Some of them were very important people, and we are going to look at it." https://blossom.primal.net/63ce8d373561fd8f2101dac897aaf2b3a85ba8eaf86d9bfe4228f7405e80cc87.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC We got a job for you Marco. https://blossom.primal.net/0b7847f34da91344d19b6aefc7c8877039ae1efc107b4cb98f413f95d25d11ed.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Quantum gives off the same energy as enterprise blockchain. "My instincts tell me it's a nothing burger but my logical brain is like, even if technically it's probably a nothing burger, it's a memetic attack on Bitcoin and we need to have the memetic defense." - (jamesob) https://blossom.primal.net/c1bd3d43c994e126859b0dcd9e464ac61b269e9904974056739e529c4dd211c2.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC GameStop is preparing to make an offer for eBay, according to the Wall Street Journal, part of CEO Ryan Cohen's plan to build the company into what the Journal calls "a $100 billion-plus juggernaut." GameStop has been quietly building a stake in eBay ahead of a potential offer, which could come later this month. If eBay isn't receptive, Cohen could take the offer directly to shareholders. The size gap is notable. GameStop's market cap is around $12 billion. eBay's is roughly $46 billion. GameStop is sitting on about $9 billion in cash and $368 million in bitcoin, but how it would finance a deal nearly four times its size is unclear. GameStop shares rose about 7% after hours. eBay jumped 12%. https://blossom.primal.net/d817db6ec5cb31faf2baf0646e02899259d0a13ca42f302bd84ab5b62e4ff748.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Sam Altman announced that OpenClaw now supports direct sign-in with ChatGPT accounts. Subscribers can now use their OpenAI subscription directly on the open-source AI agent. https://blossom.primal.net/c9facdf80bff113d684fc94c424c5b43ef40ac7781676d7eec9be1566b9939d3.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Senators Thom Tillis (R-NC) and Angela Alsobrooks (D-MD) have finalized a compromise on stablecoin yield, clearing the way for the Clarity Act to move forward in the Senate Banking Committee. The deal bans rewards offered "in a manner that is economically or functionally equivalent to the payment of interest or yield on an interest-bearing bank deposit." Companies could still offer rewards tied to stablecoins, but only if those rewards pass a regulatory test proving they aren't functioning like bank deposit interest. The compromise also directs regulators to develop a new stablecoin disclosure regime and define a list of permissible reward activities. Stablecoin yield has been the central holdup for the Clarity Act for months. Banks argued that stablecoins offering 5-6% yields were directly competing with traditional savings accounts outside the banking regulatory framework. Tillis says he will push for the bill to enter markup after the May recess. Separately, Tillis expressed support for Senator Cynthia Lummis' framework to protect non-custodial software developers from prosecution under 1960s-era money transmitting statutes, drawing a legal line between developers who write open-source code and entities that actually control customer funds. https://blossom.primal.net/98c1ca837e3c6dbe61d3bcfef2ad03fa8da4a21a08c71dffa71e7731b5aeb967.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Saylor: "Everything gets too big. Big government, big charity, big bank, big education, big medicine, big foreign policy, big defense. In nature when a creature gets too big it collapses under its own weight. The elephant is the limit to what nature can create." "The smaller the better. The smallest possible government. Most government intervention is iatrogenic. It cripples everything." https://blossom.primal.net/964c571e0562ab1fb00aec2bc0e0fee53dbd96059cb0ce4b00f09de759411720.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC No tobacco. No artificial sweeteners. No soggy pouches. Nic Nac | Nicotine Perfected makes clean nicotine lozenges with essential oils and synthetic nicotine. Family-owned American business that accepts bitcoin. New customers get 20% off with code 'TFTC.' https://www.tftc.io/nic-nac-1776458115425/ npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Saylor on what gets demonetized in the AI era. "Hard work and talent are getting demonetized. Human capital is getting demonetized." "If you think the glass beads are money and someone comes along with gold then the glass beads get demonetized and you'll be poor if you hold onto them." https://blossom.primal.net/cfb64cc64e5f34e3a3d36779429ea437e39a2cc88d145b36bec909abdd3a79d1.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Gas just hit $4.39 a gallon nationally. Up 27 cents in one week. Up 9 cents since Thursday alone. This isn't seasonal pricing. This is what happens when 20% of the world's oil supply gets choked off in the Strait of Hormuz for two months straight. Brent crude is above $126 a barrel. Trump says the blockade could last "months." Iran is taunting "$140 next." The last time the national average was this high was August 2022. We're on pace to blow past it. Every American is paying a war tax at the pump right now. https://blossom.primal.net/a28707845adac7a4880c59bd786229cf046d1a6d436f74476a5010515947f9be.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "AI systems do lean Bitcoin maxi because they scrape Twitter and Reddit. When you ask them about Bitcoin they'll be like, yeah, obviously Bitcoin's going to millions of dollars a coin. That was us biasing the AIs." - (americanhodl8) https://blossom.primal.net/3855d32de4d2d9ddaa95a903b3683d74a725cf0a992e69a71d72acfd22ea6103.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "The state f*cking hates you. It always has hated you." - @npub1hk0…20pf "You should prepare your life accordingly. Things like Bitcoin, Nostr, and other powerful decentralized technologies that utilize asymmetric cryptography are some of the most powerful tools that we have to resist this." https://blossom.primal.net/e9500467dbcd9798961042a26916198a97903f4d845f83397a566c32a13d700c.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "You can't access the bitcoin, so you're not a custodian." That single sentence from @npub12rv…85vg , the creator of the Cashu ecash protocol, just unlocked the biggest scaling breakthrough Bitcoin has had in years. The reason ecash scaling has been limited to small community mints is because running a larger one makes you a money transmitter. Calle's solution: non-custodial Cashu mints running inside hardware enclaves. The bitcoin keys are generated inside the enclave and never leave it. The mint operator literally cannot access them. Even with full admin access to the server, they cannot steal the bitcoin. Remove the custodial barrier and the design space explodes. Public organizations, businesses, community groups can all run mints without taking on custodial liability. The security model is battle-tested. ACINQ already uses the same approach with AWS Nitro Enclaves to protect their massive Lightning node holding hundreds of millions in BTC. The historical lineage is what gets me. In 2004, Hal Finney built RPOW (Reusable Proofs of Work) using IBM's secure cryptographic coprocessor. The server was "more trustworthy than an ordinary bank" because the hardware itself guaranteed the software hadn't been tampered with. Finney's system wasn't tied to an existing currency. Calle's is. Cashu ecash backed by Bitcoin, running in a modern enclave, is RPOW's spiritual successor. Except this time it's built on the hardest money in human history. The honest caveats: this doesn't reduce risk to zero. The biggest practical risk is denial of service. The operator could turn the mint off. But since they can't steal the bitcoin, there's no financial incentive to do so. We're getting closer to having everything we want: privacy, ease of use, and reduced custodial risk, all on Bitcoin rails. Hal Finney's vision, finally realized. https://blossom.primal.net/3d1b2c699a83ad98fd5f9ed6ef32a6385acea4413aea17464350bb6667319f8e.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC US national debt just surpassed the size of the entire economy for the first time since World War II. Public debt: $31.27T GDP: $31.22T The math is broken. The endgame is obvious. https://blossom.primal.net/69166cbfd14fbf6d838ad016421af613e8739ca905f29a945ca8f26db77274fd.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Tim Cook just warned investors that Apple is facing "significantly higher" memory costs starting in June, and the crunch will last multiple quarters. SK Hynix, Samsung, and Micron have all confirmed that their HBM, DRAM, and NAND capacity is essentially sold out through 2026 and into 2027. Customers are reserving supply years in advance. Goldman Sachs is forecasting a 4.9% DRAM undersupply in 2026, the worst deficit in over 15 years. The cause: every major AI company on earth is panic-buying memory chips. Google, Meta, Microsoft, Amazon, xAI, and every sovereign AI program from Saudi Arabia to France are hoarding every wafer they can get. High-bandwidth memory prices have spiked over 1,000%. They're calling it "RAMageddon." The downstream effects are already cascading. Sony delayed the PS6 to 2028 or 2029 because they can't get chips. Western Digital is sold out of hard drives for all of 2026. Analysts are saying the entry-level PC market will "disappear" by 2028 because cheap components no longer exist. And now Apple, the most powerful supply chain operator on the planet, is telling you they can't escape it either. When Apple can't source components, what do you think happens to everyone else? https://blossom.primal.net/00205ee99bd61e506c652380e8b29720de82fdded24f9b3d4b42be57470bbbdf.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin 2026 is a wrap. Plenty of white pills to go around. Ignore the noise. There has never been a better time to contribute to bitcoin, open source, and freedom tech. Don't listen to the doomers. Go build something. Help someone take custody of their coins for the first time. There is no shortage of meaningful work to do. And if you can't build, back the people who are. Some of them are sitting in prison right now for doing exactly what the rest of us came into bitcoin for. We're going to win. Support the effort to free the Samourai developers at http://freesamourai.com. https://blossom.primal.net/d791c94932c44627c2c1e35447e523a184e8105a0dc8ca190ec5318770f4ceb7.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Musk is still testifying on day 4 of the trial in Oakland. Altman has been sitting in the courtroom listening from about 25 feet away. Musk told the jury "it is not OK to steal a charity" and said a win for OpenAI would "give license to looting every charity in America." He called the equity OpenAI offered him after Microsoft's investment "a bribe" and said he refused it. He also told OpenAI's lawyer his questions were "definitionally complex, not simple" and accused him of trying to trick him. The judge told both Musk and Altman to "start with a clean slate" and keep social media posts "to a minimum" after OpenAI's lawyers raised concerns about Musk's posts during the trial. Jurors have been shown text messages between Musk and Altman exchanged after Microsoft's investment became public. Trial continues. https://blossom.primal.net/3e9a8a3ac9792efe40368aa102c4bc58d1170b4131fbd6dcd09614ba4535c01f.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Claude Security is now in public beta for Claude Enterprise customers. It scans GitHub repositories for vulnerabilities, validates findings to reduce false positives, and suggests patches you can review and approve. https://blossom.primal.net/805cfa7061c16a229567c514ee117fcd8eaba502af95d217c36737dd52f89d96.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Canada's $195 billion Alberta pension fund just made its first bitcoin allocation. $219 million in Strategy stock. Alberta Investment Management Corporation (AIMCo), which manages $195 billion in assets for Alberta's pension plans, endowments, and the Heritage Savings Trust Fund, just bought 1.38 million shares of Strategy worth $219 million. It's the fund's first bitcoin-linked allocation ever. AIMCo joins a growing list of Canadian institutional money flowing into bitcoin exposure through Strategy's stock. The Canada Pension Plan Investment Board (CPPIB) opened a position in MSTR last year. RBC and HOOPP are also holders. These are not hedge funds or venture capital firms chasing upside. These are pension managers responsible for the retirement savings of teachers, firefighters, and public workers choosing to allocate to bitcoin through the most liquid institutional vehicle available. Strategy now holds 815,061 BTC worth over $63 billion. The stock has become the default regulated proxy for institutions that want bitcoin exposure without the operational complexity of direct custody. The trend is accelerating. When pension funds with multi-decade time horizons start allocating, it signals something fundamentally different than speculative retail interest. This is long-duration capital entering the market with no intention of selling anytime soon. https://blossom.primal.net/dc1d125f32c7f6819a32350b77ca9df4bd185e8d282d621ac49f6e1eaeea6da9.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Daniel Batten launches “The Bitcoin Evidence Base.” A new open-source tool at that counters common Bitcoin FUD claims (energy use, environment, quantum threats, bubbles, etc.) with peer-reviewed research and data from Cambridge University, ERCOT, and 22+ studies. https://blossom.primal.net/5f32ebe041cd624b476f87692ab7d232bb29451021615a67280f0a2a6ffda3dc.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Hands-on look at the Block Proto Rig. https://blossom.primal.net/070febef75a15d9df941a2b5dda45bb933c70b927c477cca06c1fc562fd35891.mp4 https://blossom.primal.net/22d7292122c208336cf828b73c5a46506e1bb2d289768787b363097ecf742545.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Tether Investments just proposed a series of mergers that would combine Twenty-One Capital (XXI), Strike, and Elektron Energy into a single publicly traded entity. Strike, founded by Jack Mallers, brings a profitable Bitcoin financial services platform available in 100+ countries. Elektron, led by Raphael Zagury, operates roughly 50 EH/s of Bitcoin mining capacity, approximately 5% of the global network, with all-in production costs below $60,000 per bitcoin. Elektron has mined over 5,500 BTC and runs cash-flow positive. Tether intends to vote its XXI shares in favor of both mergers and is recommending Zagury serve as President alongside Mallers. If completed, the combined company would integrate Bitcoin treasury, mining, financial services, lending, and capital markets into one public platform. Tether is calling it the "premier listed Bitcoin company in the world." Transaction terms and timelines are still being worked out. https://blossom.primal.net/19205de86b5fb38d1db241e5b69f027af2b7db0991f0755b8f733881efbe3b39.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Senator Thom Tillis says he's ready to push the Clarity Act to a committee markup. "I'm going to ask the chair to move forward with scheduling a markup when we get back." Tillis says most bank concerns on stablecoin yield have been "heard and addressed." Legislative text on yield is expected 4 to 5 days before markup. The remaining loose ends are developer protections and DeFi language. Senator Lummis, who has been leading on the issue, says "we've made significant progress on safeguards for non-controlling developers with respect to money transmitting laws." How the bill treats non-custodial software under existing money transmission law will set the precedent for open-source development in the US. https://blossom.primal.net/9ff289bec6a7d577a232b24390276eecd5050eb86a41f66f055b88850f8d633c.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Cash App now gives you 5% back in bitcoin when you pay over Lightning at eligible Square merchants. Find nearby sellers on the Bitcoin Map. Earn up to $30/month. https://blossom.primal.net/c50a8b4b02b0aa612e949a772f4cb7b38afa666ee66f5430be379b20755f2cb6.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC First look at BlueWallet's redesigned mobile app UI. https://blossom.primal.net/74106aabb684f08b50d4f36f7d651a4581acf7d24f9e2e41d1c19e9a3184d14c.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Nearly half of all US data centers planned for 2026 have been delayed or canceled. Out of 12 GW of AI data center capacity announced for this year, only about 5 GW is actually under construction. The rest is stalled. The bottleneck isn't money. Alphabet, Amazon, Meta, and Microsoft have committed over $650 billion in AI infrastructure spending. The bottleneck is power. The US power grid can't keep up. Lead times for high-voltage transformers have stretched from 12-18 months pre-2020 to 3-5 years today. A single missing transformer or piece of switchgear can halt an entire project. Data centers are being built in 18 months but the electrical infrastructure they need takes 60 months to deliver. Tariffs are making it worse. A significant share of power delivery equipment comes from China. With tariffs adding 15-25% cost increases on critical components, projects that were already tight on budget are getting pushed back or killed entirely. The pipeline gap extends far beyond this year. For 2027, only 6.3 GW of 21.5 GW announced has broken ground. Through 2032, more than 50 GW of announced capacity lacks firm completion dates. Even OpenAI's $500 billion Stargate project has seen no significant physical progress as of April. Community opposition is growing too. Residents in Virginia, Georgia, and Texas are pushing back on water usage, noise, and local grid strain. Projects are being canceled at the county level. The AI demand is real. The infrastructure to support it is not materializing fast enough. Capital cannot outrun physics. https://blossom.primal.net/d0788d9b9940fc30d4a03488783ece3a0ddbe82b452d0bcc9fb5937c9efa325c.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Canada is moving to ban crypto ATMs nationwide, calling them a key tool for scams and illicit money flows. The country has the highest crypto ATM density per capita in the world, with nearly 4,000 machines set to be impacted. https://blossom.primal.net/1d0f7c6a12e776aff12e763a25acacc1b4c6c91d811e97fc6bf4a3d022610dd3.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Lightspark CEO David Marcus unveiled a Bitcoin wallet designed for AI agents to autonomously purchase and transact with BTC. https://blossom.primal.net/365121457781af6784762911361c1a502b310c558723c3d653ef533420fefaf7.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Czech National Bank Governor Aleš Michl says a 1% Bitcoin allocation would deliver higher expected returns with almost no noticeable increase in risk. https://blossom.primal.net/a09d1496184434974febe238d34c5192091695dce9e509bff2cfe7395a9ac9cc.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Yesterday we ran a live demo of the new @npub1tke…wral with (max_guise). Address verified on the device. Amount verified. Signed and sent. https://blossom.primal.net/fe35d030f9ccc47389b728ca152a7f212b259867befcc7c9aa105f28378fc480.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC OpenAI missed its internal revenue and user growth targets for Q1 2026. Wall Street is panicking. "AI bubble" headlines are everywhere. Read the fine print. The demand didn't disappear. It moved. Anthropic's annualized revenue hit $30 billion in April, up from $9 billion at the end of 2025 and $1 billion at the end of 2024. Claude now holds 29% of the enterprise AI assistant market, up from 18% in 2024. 70% of Fortune 100 companies use Claude. Over 500 businesses are paying Anthropic more than $1 million a year, up from roughly a dozen two years ago. Claude Code alone is generating $2.5 billion in annualized revenue. The WSJ report itself says it plainly: OpenAI "lost ground to Anthropic in coding and enterprise markets." This isn't demand for AI cooling off. This is demand shifting. Anthropic is eating OpenAI's lunch in the segments that generate the most revenue per customer. Enterprise clients are moving. Developers are moving. The money isn't leaving AI. It's leaving OpenAI. The AI bubble narrative assumes the entire market is overbuilt. The actual data says the market is growing fast and one company is taking share from another. That's not a bubble. That's competition working exactly as it should. https://blossom.primal.net/e6f919013b354211003936172f38d4b5d3bc2aa9f8bee224afc9a43d3fbeff96.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC China's property market has now wiped out two decades of price appreciation. According to Hedgeye, the country's real estate sector has given back all gains accumulated over the past 20 years. Researchers estimate that 85% of the gains seen between 2011 and 2021 alone are already gone. The broader collapse stretches further back, erasing valuations to levels not seen since the mid-2000s. For context, real estate accounts for roughly 70% of Chinese household wealth. This isn't just a housing story. It's the largest destruction of middle-class wealth happening anywhere in the world right now. The Chinese government repealed its "three red lines" policy in January 2026 in an attempt to stabilize the sector, but prices continue to fall. The property crisis that began with Evergrande in 2021 has now entered its fifth year with no bottom in sight. https://blossom.primal.net/875412ae8a83b5d1a9d9208d86dfc581c3340e71e4248e604c9aca5f0dfb0fef.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Jack Dorsey’s Block drops its Q1 2026 Bitcoin Proof-of-Reserves: 28,355 BTC ✅ fully verified on-chain. While most corporations hedge or play games with shareholder money, Jack keeps stacking real Bitcoin and showing the receipts publicly. https://blossom.primal.net/4df29e36685e0075febab96d2137887344c17fc8076d417df49d8177319e5d7c.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC TFTC 740 w/ (SadiSKhan): "The tools that have been only for the uber wealthy... We're bringing that to everyday consumers." We discuss: ⚡ Aven's Bitcoin-backed Visa card ⚡ Borrowing against BTC without selling ⚡ Why BTC should be the lowest-cost collateral https://blossom.primal.net/0771a0073cb3ce90488e4f984abb02b3516599fb4a1c2353aa0a894fd26938f1.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A 5% bitcoin allocation on a $20M treasury outperformed the all-cash position by 340% over five years. Even with drawdowns. The playbook for business owners ready to act: https://www.tftc.io/download-the-playbook-here/ npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Wife of Samourai Wallet developer Keonne Rodriguez (leamuirleyn): "Escorted out of The Bitcoin Conference for holding #freesamourai signs." https://blossom.primal.net/b605de060e65d9af482deafa9b48e667eb58ea57353842a449ff6cbbfd945d35.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC EXCLUSIVE with (max_guise) from Block: "The default is that velocity is one of the best possible tools we can give people." We discuss: ⚡ The new Bitkey ⚡ Solving wrench attacks ⚡ Why the Bitcoin everyday money https://blossom.primal.net/0ce550b5b26995edcdb163c80798592306d6637ea469373934057cea12e898f1.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC AI talent is now a national security asset that governments will physically prevent from crossing borders. China's NDRC blocked Meta's $2 billion acquisition of Manus, an agentic AI startup founded in China and headquartered in Singapore. Both parties have been ordered to terminate the deal. Co-founders Xiao Hong and Ji Yichao were summoned to Beijing in March and barred from leaving the country. Manus built what it called the first general AI agent capable of autonomously executing complex tasks. Two million people joined the waitlist. Meta bought it in December to power Zuckerberg's personal AI agent vision. Beijing saw it as leaking strategically important AI technology to a geopolitical rival. The US restricts American investment in Chinese AI. China is now doing the same in reverse. Both sides are building walls around the same thing: frontier AI capability. The era of cross-border AI acquisitions just got significantly harder, and the founders are stuck between two governments that each want what they built but won't let the other side have it. https://blossom.primal.net/a824445cf16e1aae84fe7966246e90a798b6cac3b7fecc67cfa8ed064a1df377.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The essential singularity is when stock market growth crosses Bitcoin's growth rate. "Bitcoin is actually gonna, clearly it's a superior asset, but in dollar terms it's actually growing slower. There's gonna be major tension. All I can say is fireworks." - @npub1ath…4k6d https://blossom.primal.net/361bff24a7b7f79d4df9ebb36eb801242accbe12e678c8f0bf749661a35a3354.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Another Strategy buy is coming. 815,061 bitcoin on the balance sheet. $63.46 billion. https://blossom.primal.net/3c81ba61950873f488f87dabf02d651068b0d495a212479721172799347edf7d.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC TFTC 739 w/ @npub1ath…4k6d: "Bitcoin grows at 40% per year compounded. Better than anything in the markets. Central bank balance sheets only grow at 12.5%." We discuss: ⚡ The power law math ⚡ $22M Bitcoin target ⚡ Why fireworks are coming https://blossom.primal.net/c686d2db801bf9447873bee59b8f28e909bdd458f3bf5a4176640829160acaa7.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Worldcoin's orb verification is quietly getting plugged into everyday apps. "You scan your eyeballs with the orb and then they say that's like the most elite KYC you can do. It's like the early days of social credit score stuff." https://blossom.primal.net/3df444fc604273d47bbf35067ca8e20f1238f99af8fa5277d8694ae4ec9692ca.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Treasury Secretary Bessent just confirmed the $344 million Tether freeze was an OFAC action targeting wallets tied to the Iranian regime. Gulf nations are opening up Iranian bank accounts as Tehran tries to surge assets out of the country. Bessent: "We will follow the money that Tehran is desperately attempting to move outside of the country and target all financial lifelines tied to the regime." https://blossom.primal.net/9519194439fb2afe2c07c8435b58db95deef1da88af51b31a2e9a8c8fc7687f2.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Two years ago today, the developers behind Samourai Wallet were arrested for building open-source privacy software. They wrote code that lets people transact privately with bitcoin. The government called it money laundering. This case set a precedent that should concern every developer writing freedom tools. Never forget. https://blossom.primal.net/660c3d69ed83af164efac656bc71cddae4ea562c3e138cafb2b9428ec854f6cd.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The thing everyone warned about with CBDCs is being built in front of us with stablecoins. "No matter what the US government says about not wanting a CBDC, there is a CBDC-like system being erected in front of us in the form of stablecoins. Functionally they are the same." https://blossom.primal.net/c8d1602e95bc0d485ea21d77dce7bdafcd34c912f710dbd25030913fb0e8052b.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Project Eleven announced today that it awarded its Q-Day Prize, 1 BTC, for what it called the largest quantum attack on elliptic curve cryptography to date. A researcher ran a variant of Shor's algorithm on a publicly accessible quantum computer against a 15-bit ECC key. The headlines followed, 6.9 million BTC exposed, $2.5 trillion at risk, the window is closing. Bitcoin developer (jamesob) pointed out what the headlines leave out. Like every other public application of Shor's algorithm to date, this one involves classical pre-computation that encodes the solution into the quantum circuit before it runs. The quantum computer isn't solving the hard problem. It's executing an algorithm on a problem that's already been worked out on a normal computer first. It's a demonstration, not a break. Project Eleven is a post-quantum security startup that raised $20 million in January at a $120 million valuation. Their investors include Castle Island Ventures, Coinbase Ventures, Variant, and Balaji Srinivasan. They sell post-quantum security tools. They created the Q-Day Prize bounty. They awarded it. Then they used the result to market urgency around the very threat their product exists to solve. The gap between 15 bits and the 256 bits Bitcoin actually uses is a factor of 2^241. Current quantum hardware runs at roughly 1,000 qubits. Even the most optimistic estimates for a real 256-bit attack require between 10,000 and 500,000 physical qubits with error correction breakthroughs that don't exist yet. Quantum risk to Bitcoin is real on a long enough timeline. But when the company sounding the alarm is the same company selling the solution, and awarding its own prizes to generate the headlines, it's worth asking whether the timeline justifies the urgency, or whether the urgency justifies the valuation. https://blossom.primal.net/5c519d9093c07ee937763dd414b4533f11184f7879260c1c9fb566ef9c7ccf28.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Peter Thiel sits down with Milei. Signature chainsaw on the table. https://blossom.primal.net/ffba123628651faf162636fc807a0b4e0a08056ab947944e230ed4d4bb096215.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The AI doom narrative about college grads getting wiped out just got a reality check. Hiring of new college graduates is up 5.6% year over year. Youth unemployment for degreed 20-24 year olds dropped from 8.9% to 5.3%. Remember when we were told AI was going to eliminate 50% of entry-level jobs? The data says the opposite is happening right now. This is the melt-up hitting the labor market. CapEx spending from the Mag 7 is flowing into real companies that need real workers to build real infrastructure. https://blossom.primal.net/2996f6fb550cf9d58d41e0acfa925f468ab9596497b42c2087f2ed246e4fcb90.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC US Army soldier Gannon Ken Van Dyke charged with using classified intel from the Maduro raid to win $410K on Polymarket bets. DOJ unsealed indictment today. https://blossom.primal.net/6217d9e76e0f673a91ee6a04b2c2cd354fb42ab9419437ea7fcd5bd5008dbc64.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC President Trump threatens tariffs on the UK over its £800m-a-year Digital Services Tax on big tech. https://blossom.primal.net/a4b13351b7926dcf78a8364c369426e41f3b039bca668c9eec52e9396fdee282.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Anthropic just launched memory for Claude Managed Agents in public beta. Agents can now retain context across sessions, learning from past interactions, corrections, and discoveries without starting from scratch each time. The memory is file-based. Claude saves memories to a filesystem it can read and write with bash and code execution, the same tools it already uses for agentic tasks. Memories can be exported, managed via API, and audited with full version history. The enterprise angle is where it gets interesting. Memory stores can be shared across multiple agents with scoped permissions, an org-wide store can be read-only while per-user stores allow writes. Multiple agents can work concurrently against the same store without overwriting each other. Early results from teams already using it: Rakuten cut first-pass agent errors by 97%. Wisedocs sped up document verification by 30%. Netflix is using it to carry insights across sessions instead of manually updating prompts. https://blossom.primal.net/34d7a0db4c2d5ca6f8cb7573069c497fa62f46ffe7c7e68ba52ccc96f35f1edf.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Robert Downey Jr. on Wall Street in 1993: "Low IQ, high energy." https://blossom.primal.net/a6b5012a7ab64d02bd34c7bd824d89a0e53d816fa68aaad7a77cc67c09c1af87.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Microsoft just offered voluntary retirement to 7% of its US staff, the first buyout program in the company's 51-year history. It's part of a broader reckoning hitting the entire software sector. IBM dropped 10.3%. ServiceNow fell 15%. Salesforce lost 8.7%. Microsoft slid 2.7%. Adobe, CrowdStrike, Intuit, and Datadog all fell between 3% and 6%. The S&P 500 Software & Services index dropped over 4% in a single session, snapping the Nasdaq's 13-day winning streak, the longest since 1992. Meanwhile, chip stocks went up. Texas Instruments surged 10% on strong guidance. The Philadelphia Semiconductor Index hit a record high. The iShares Semiconductor ETF is up 43% in 2026. The iShares Software ETF is down 16%. The market is drawing a hard line. Companies that build AI infrastructure are winning. Companies whose products AI can replace are getting repriced. IBM's software revenue slowed. ServiceNow's subscriptions got delayed. Both still beat earnings estimates. Didn't matter. Microsoft is on both sides of this trade. It spent $88 billion on AI infrastructure last year, posted record revenue of $281.7 billion, cut 15,000 jobs in 2025, froze hiring in March, and is now offering buyouts. Record profits and record headcount cuts in the same fiscal year. The AI boom is creating a two-tier tech market. Hardware and infrastructure companies are printing all-time highs. Software companies are getting asked the same question: can AI do what your employees do? The answer is starting to show up in the stock price. https://blossom.primal.net/fa78d71b50f8f441d5d19d3400070cf54283b5db251bf67bc2dd7365c202c087.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC World, Sam Altman's digital identity project, just unveiled World ID 4.0, what the company calls "full-stack proof of human" infrastructure. The partner list: Tinder, Zoom, DocuSign, Shopify, Okta, AWS, and Vercel. Altman opened by saying we're heading to a world where AI generates more content than humans. Pantera Capital says we've already crossed that threshold. World's answer is an iris-scanning device called the Orb that creates a unique cryptographic ID proving you're a real person. 18 million people across 160 countries have already verified. Tinder is rolling out "verified human" badges in the U.S. after a Japan pilot. Zoom built a feature called "Deep Face" that verifies the person on a video call isn't a deepfake. DocuSign is adding proof-of-human checks to digital signatures. Shopify is enabling verified-human commerce. The most significant announcement is AgentKit, infrastructure that lets AI agents carry cryptographic proof they're acting on behalf of a verified human. Okta built an agent delegation system on top of it. The problem World is solving is real. The question is whether a centralized iris-scanning identity layer controlled by the same person whose company helped create the problem is the right answer. Altman is the CEO of OpenAI. He built the flood. Now he's selling the ark. https://blossom.primal.net/4bc1e11ddaed7f9f3316ac9baaba48e5bbfe7f781aa7a11ec93d9506cf32fe0c.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC FBI Director Kash Patel and Acting AG Todd Blanche will speak at Bitcoin 2026 next week on a panel titled "Code Is Free Speech: Ending the War on Bitcoin." Two years ago, this would have been unthinkable. The heads of the FBI and DOJ appearing at a Bitcoin conference to affirm that code is protected speech is genuinely significant. But the gesture rings hollow if Samourai Wallet developers and Tornado Cash developers remain under prosecution or behind bars while these officials take the stage. The right move is obvious. Pardon them before stepping up to the microphone. If the pardons come during the panel, it reads as a publicity stunt. If they come before, it reads as conviction. The title of the panel is "Ending the War on Bitcoin." You cannot credibly claim to end a war while still holding prisoners of that war. https://blossom.primal.net/849f112e21f4c80d3aa82c4b568260555b3d36da799ff5da2e2b8d3e2492cd12.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Fold just announced Fold Business, a new B2B platform that lets employers give recurring Bitcoin bonuses through existing payroll. Employers send one USD invoice per pay cycle, while Fold handles the Bitcoin conversion, custody, and built-in vesting to encourage retention. Steak ’n Shake is already live with the program for over 10,000 hourly workers. https://blossom.primal.net/717e65f5b482ca0921b3ec504c06835a409dbaa5069a6bedbe65055802272f17.jpg https://blossom.primal.net/0a7e613b9fe1befacc6d6e2763fba131cfa56d46dfa1f40195c2564b005c8b56.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Tinder partners with World to reward verified users with profile boosts. “Trusted humans” get extra visibility, says CPO Mark Kantor. https://blossom.primal.net/ea732c68c17797c7f3a63c1e002482a690b9135f3150cd1cb581fd01b3bd959b.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Tether just froze $344 million in USDT across two Tron wallets at the request of OFAC and US law enforcement. This is why Bitcoin exists. Tether CEO Paolo Ardoino said the company "acts immediately and decisively" when links to sanctioned entities or criminal networks are identified. To date, Tether has cooperated with 340+ law enforcement agencies across 65 countries, supported over 2,300 cases, and frozen more than $4.4 billion in assets. They frame this as a feature. In their own words: "Public blockchains give investigators and issuers something cash cannot. A visible trail. Transactions can be followed, wallets can be flagged, and assets can be frozen before they are moved further." Stablecoins are programmable dollars with a kill switch. And the entity holding that switch cooperates with the US government on demand. Here's the part that should make everyone uncomfortable: the US government's posturing about banning CBDCs is a misdirection. There is no functional difference between a government-issued CBDC with account-level freeze capabilities and a government that can call Tether and have $344 million frozen within hours. The CBDC ban lets politicians claim they're protecting financial freedom while the actual surveillance and control infrastructure gets built through regulated stablecoin issuers instead. It always starts with the easy cases. Sanctioned entities, terrorist financing, fraud that nobody will publicly defend. But the tooling doesn't stay pointed at the easy cases. It never does. Operation Chokepoint started with payday lenders and ended with legal gun shops losing their bank accounts. The freeze capability that targets the Lazarus Group today gets aimed at politically inconvenient actors tomorrow. That's not speculation. It's the documented pattern of every financial surveillance power ever granted to a government. Bitcoin is a bearer instrument. No CEO to call. No company to subpoena. No kill switch to flip. Nobody can freeze a Bitcoin wallet unless they control the private keys. Stablecoins are a useful tool for some. Bitcoin is the exit. https://blossom.primal.net/a62f9b4af31069dcce9521ede5a4bd3e4ed15a9474687896ec90c21a98b4edf8.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Tether just froze $344 million in USDT in coordination with OFAC and US law enforcement. Your stablecoins are not your stablecoins. They never were. https://blossom.primal.net/5fa04d443cf9b7f8475a9488ec49cb67941cf5dab75c82aff520a4e6cf8ee685.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Adam Back says he has a bet that bitcoin hits $1M before the next halving in 2028. "The $500K to $1 million bitcoin is closer than people think." https://blossom.primal.net/2bdfd5d4d2bba66a9b5e1973a7a4a45ff22feaa5f9f161598850bf8f79063b77.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Kalshi just suspended three politicians for betting on their own elections. One of them, Minnesota State Senator Matt Klein, is literally sponsoring a bill to ban prediction markets in his state while placing bets on one. The fines ranged from $539 to $6,229, pocket change for politicians. But a sitting legislator trying to outlaw the platform he's secretly using is the kind of story you can't make up. This is Kalshi's second enforcement round this year. In February they caught a MrBeast editor and a California governor candidate who bet $200 on himself. The platform is CFTC-regulated and publishing every enforcement action publicly. More transparency from a startup prediction market than from the politicians trading on it. https://blossom.primal.net/338825e4004412b8f46387b7f955c07b442766570e1d7774eae79bb4aa7d0277.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC U.S. Indo-Pacific Commander Adm. Samuel Paparo tells Senate: Bitcoin is a valuable computer science tool as power projection with incredible potential for cybersecurity. https://blossom.primal.net/04bab479aed57bc5749c98ad85e6130164b7016f72498030e7f63c246d4b1526.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC UFO researcher David Wilcock died by apparent suicide on Sunday after a mental health crisis call from his Colorado home. Deputies arrived and he shot himself within minutes. He was 53. In 2022, anti-gravity scientist Amy Eskridge was found dead at 34. Ruled a suicide. No autopsy made public. A month before, she texted: "If you see any report that I killed myself, I most definitely did not." - Her father was a retired NASA engineer. She said on camera she'd been warned by officials to stop her work - She reported directed energy weapon attacks that left burns on her body - A retired British intelligence officer concluded it was not a suicide. His findings were submitted to Congress - Her own father says there's "nothing suspicious" She's the 11th person tied to U.S. space or nuclear secrets to die or vanish under unclear circumstances. Wilcock makes 12. "If you stick your neck out in public, at least someone notices if your head gets chopped off." https://blossom.primal.net/b3758e2c06a9e78a29c9fc30ec01410a4a5ba3fc8cc55adf309297a6bdb77049.png https://blossom.primal.net/ad7c1c441901e60836e2bdef136d4c2711eeb6f473de9576d3c90e6a4b45d570.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Google announced the Gemini Enterprise Agent Platform at Cloud Next. It focuses on building, scaling, governing, and optimizing AI agents using Vertex AI tools plus new features like Agent Studio. https://blossom.primal.net/40d58c8224d92d203ba06dbc6b895312271e5c0293a4f685b3dee2b65bc48ce5.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC U.S. Treasury Secretary Scott Bessent tells Congress digital assets will be “a very important payment rail” for the economy and urges passage of legislation to provide regulatory clarity. https://blossom.primal.net/07b1633dfd4d6d1f6787e6b7fc5339dcb561e837d280962ca2cca9f5bcb67817.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Elizabeth Warren: "You know what banking system Scott Bessent wants? The one we had right up until 1933, just deregulate the banks, and they crash. The alternative is to say we need better regulation over the private credit market." https://blossom.primal.net/42ec0ba72c5e496a703b068a786cda2d023d2e3a352df2f317e113ea73a1ba80.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC They want you to selfie-verify your humanity and hand your biometrics to Sam Altman's company. Hard pass. https://blossom.primal.net/9ff4ead5a37156a84cfda2b45bbc4d3689a09084c1f0430a468a8ced8796bc34.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The DOJ just indicted the SPLC for paying $270,000 to an individual who was part of the leadership group that planned the Unite the Right rally in Charlottesville. The tiki torches. The "very fine people" narrative. The media coverage that was used to define an entire political movement as white supremacist. One of the people involved in making that happen was on the SPLC's payroll, paid through shell companies and prepaid cards by an organization that raised hundreds of millions claiming to fight hate. The DOJ says they weren't dismantling extremism. They were funding it. https://blossom.primal.net/36df46460e2065571fe74f98b2fa0b0aa2b7b0ef96f1bc3a95a0da75e9270c27.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC You get taxed every time you spend bitcoin. Even on a coffee. The de minimis bill would end that, and the people pushing it through Congress will be at @npub1rwh…7avv on April 28. If you're in Vegas, be in the room. https://www.tftc.io/bffs/ npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Anthropic's Mythos model is being accessed by unauthorized users, according to Bloomberg. Anthropic says there's no evidence the access affected its systems. But the fact that the most powerful cybersecurity AI model ever built has an access control problem is the story. Mythos launched on April 7 through a controlled initiative called Project Glasswing. Only about 40 organizations on Earth were given access, including JPMorgan, Goldman Sachs, Bank of America, Citi, Amazon, Microsoft, Nvidia, and Apple. The model found "thousands" of major vulnerabilities in every major operating system and web browser. The UK government tested it and called it "substantially more capable at cyber offence than any model we have previously assessed." Barclays' CEO called it a serious threat to the global banking system. This is now the second access control failure around Mythos. In late March, a CMS misconfiguration exposed roughly 3,000 internal Anthropic documents, including full descriptions of Mythos and its capabilities, to the public internet. That leak crashed cybersecurity stocks. CrowdStrike fell 7%. Palo Alto Networks fell 6%. The Nasdaq dropped 2.15%. Meanwhile, the NSA is reportedly using Mythos despite the Pentagon designating Anthropic a "supply chain risk" earlier this year and the two sides currently litigating in federal court. Anthropic's own leadership said this week that Chinese labs and open-source projects will match Mythos capabilities within 6 to 12 months. The model that was supposed to give defenders an edge is now leaking to unauthorized users while the company that built it says the threat will be everywhere within a year anyway. The question isn't whether Mythos is powerful. It's whether any organization, including Anthropic, can actually control it. https://blossom.primal.net/0eb609ded3615929dca2cff76e3b7a9fcda0041a497c98faa0072f02a755ea0e.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Another Satoshi documentary drops tomorrow. This time it's "Finding Satoshi," a four-year investigation led by journalist William D. Cohan and private investigator Tyler Maroney, featuring interviews with Michael Saylor, Fred Ehrsam, Joseph Lubin, and Brian Brooks. It claims to name the real creator of Bitcoin. It joins a crowded field. The NYT's Carreyrou says Adam Back with 99% confidence. HBO pointed to Peter Todd. Armstrong has previously leaned toward Hal Finney but now says this film got it right. They can't all be right, and that's fine. Whoever Satoshi is holds over a million Bitcoin, roughly $80 billion, and has never moved a single coin. Seventeen years of complete silence. No interviews. No corrections. No claiming credit. That absence isn't a mystery to be solved. It's the design. Bitcoin has no CEO to subpoena, no founder to pressure, no figurehead to discredit. Every other monetary system on Earth depends on the credibility of its leadership. Bitcoin is the only one that doesn't. Satoshi's disappearance is what makes it work. The search for Satoshi makes for good television. But the entire point of Bitcoin is that it doesn't matter who built it. https://blossom.primal.net/ad3a0e92544e8bc22e4a8d17790d262f62df947999c2031ba4a74efefd363f77.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC New York Attorney General Letitia James just sued Coinbase and Gemini, alleging their prediction markets are illegal gambling operations running without a New York State Gaming Commission license. The lawsuits lay out specific bets offered on both platforms. Coinbase let users wager on Knicks point spreads, the Super Bowl, and college basketball games. Gemini offered Mets run lines, Super Bowl contracts, and college matchups. Under New York law, betting on outcomes outside the bettor's control fits the legal definition of gambling, and both platforms allowed users as young as 18 while New York's legal gambling age is 21. James is seeking forfeiture of illegal profits, consumer restitution, and fines equal to three times the companies' earnings from prediction markets in the state. Coinbase CLO Paul Grewal responded immediately, arguing that prediction markets are federally regulated national exchanges registered with the CFTC and that this exact issue is already being litigated in federal court. Coinbase's position is that federal law preempts state gambling regulations. Notably, Kalshi and Polymarket were not named in today's lawsuits. The core question is whether prediction markets are financial instruments under federal jurisdiction or gambling operations under state law. The CFTC says they're regulated exchanges. New York says they're unlicensed casinos. That distinction will likely be decided in court, and the outcome will determine the regulatory framework for every prediction market operating in the United States. https://blossom.primal.net/a9a423c647ec933d603054a8dd0f6208249c2245d545ad20df3e445821aac324.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The winner of this week's giveaway is ... @nprofile…3vrr ! #nevent1q…n9uc npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "It's not the same Bitcoin." Anchorage says the well-capitalized firms are part of the community now, and they're not waiting around. BlackRock, Coinbase, and the major custodians are already planning for a quantum upgrade. https://blossom.primal.net/01e54d295a3d195c84c22893c38dc68070c068e14333f40c9bc60e986bef0ed3.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Arbitrum just froze $90 million in ETH and proved DeFi is decentralization theater. The Security Council took emergency action to freeze 30,766 ETH connected to the KelpDAO exploit. A multisig of insiders unilaterally reversed a transaction on what claims to be a "decentralized" Layer 2. They acted "with input from law enforcement." The funds were moved to an intermediary frozen wallet that can only be unlocked "by further action by Arbitrum governance." This is what a bank does when it freezes a suspicious account. The difference is that banks don't pretend to be decentralized. The exploit itself exposed the absurd complexity DeFi has become. People staked ETH through Lido, restaked through Eigenlayer via KelpDAO, leveraged looped in Aave, and relied on a cross-chain bridge called LayerZero that got hacked by North Koreans. The result: rsETH became undercollateralized, looping positions froze, and $13 billion evaporated from DeFi in two days. 0xSweep nailed the mechanics. You deposit $100 into a protocol, borrow $80 against it, redeposit, borrow $60 against that, redeploy. Suddenly $100 real capital becomes $285 reported TVL through circular borrowing. "TVL became FDV in a different format." DeFi didn't fail. It worked exactly as designed. Defenders are calling this a "validity violation" not a "decentralization violation." Semantic nonsense. If 12 people can get in a room, freeze a supposedly self-custodial wallet, and move funds out of it with input from law enforcement, your system is not decentralized. Full stop. Bitcoin doesn't need a Security Council to freeze funds because Bitcoin doesn't have single points of failure. No multisig committee can rewrite the ledger. No governance vote can reverse a transaction. That's not a limitation. That's the whole point. Bitcoin is the only distributed sound money in the digital age. Everything else is complexity built to extract value from greater fools. https://blossom.primal.net/0d12482843181b3443176d982b18b7d136b565617b1e5abab5577cc5e2e020f7.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Sen. Warren: "You have $100 million in undisclosed assets. Are you refusing to tell us if you have investments in vehicles set up to advance Jeffrey Epstein?" Fed Chair Nominee Kevin Warsh: "Those assets will be sold, if I'm confirmed, before I take office." https://blossom.primal.net/21045d6be3caecd51d8ba5d844bb45f2737e8ead11a4b903dcfacd2afd94c177.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Sen. Warren on Fed Chair nominee Kevin Warsh: "Evidently, he learned his lesson. This time around he sucked up to Donald Trump to snag his dream job." "The Senate should not be aiding and abetting Donald Trump's illegal takeover of the Fed by installing his chosen sock puppet." https://blossom.primal.net/6f1702d5ac96468f8a27139b71adf6159dd4d3ced96a94b02c5c88e8c4f902aa.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Fed Chair nominee Kevin Warsh: "I believe a reform-oriented Fed can make a real difference to the American people, and if confirmed, I will seek to create an environment in which the best people do their best work." https://blossom.primal.net/9385b7bb0f4f04eb9c5f21e1ee3bece7a0467c29bde83362717dee0851778c6d.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Sen. McCormick: "The Federal Reserve must not be ruled by pointy-head economists poring over outdated models and reams of market data." https://blossom.primal.net/6c5f70da0a2bfb3781dbcb48e90ef3d115f21671810985ba4754a39924e7cffb.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Incredible Bitcoin inspired artwork by (VenusRose_art). https://blossom.primal.net/bb12325212e239f68ae9e6288738f011768d4af60c03dc0aa3032d7b556601bf.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC John Ternus is either the best or worst possible choice to run Apple. He's a 25-year hardware veteran who built Apple Silicon, led the Mac transition, and oversaw every iPad ever shipped. He started at Apple in 2001 designing monitors, worked his way up through every major product line, and became SVP of Hardware Engineering in 2021. Cook called him someone with "the mind of an engineer, the soul of an innovator." He takes over September 1. The bull case writes itself. Apple hasn't launched a transformative product since the Apple Watch in 2015. Vision Pro underwhelmed. iPhone cycles are incremental. If the problem is that the products stopped surprising people, putting a lifelong product engineer in charge is the obvious fix. The bear case is harder to dismiss. Apple's biggest gap is AI. Siri is years behind ChatGPT and Google. Apple Intelligence has been delayed repeatedly. Ternus has no public track record in AI or software architecture. If the real battleground is cloud intelligence and agentic capabilities, Apple just picked a hardware leader for a software war. Cook became CEO at 51. Ternus takes over at 51. Last time Apple bet on an engineer, it was Jobs. https://blossom.primal.net/c2a9d2a18db2e2eabb805f890d9a0738e90c9173365096cbfaa2049f903e73b1.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The US has been showing the trademarks of a declining great power for 20 or 30 years now. The question is which part is actually dying. "Are we entering the decline of the republic stage or the decline of the empire stage?" - @npub1g0e…l966 https://blossom.primal.net/28ae6ed8f630e2da118f8edd832229b23928201ee7095169d01589e5d23c1d8e.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "Are you worried about the value of the dollar? " Wells Fargo CEO Charlie Scharf: "I think it's something you got to be conscious about. The position the U.S. dollar has in the world, we can't assume that we have this God-given right to be the reserve currency." https://blossom.primal.net/0e70f63d72c1a7f08872bcc6a542c62e70c798f57ae03106459fc38fae10f999.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trump on Truth Social: Claims the U.S. is "winning the war against Iran by a lot" with major damage to Iranian naval and air capabilities plus an effective blockade. He calls reports from the New York Times, Wall Street Journal, and Washington Post "fake news." https://blossom.primal.net/9e58fd70c38544703079b3284e54efaaad76e9a51afbc80a571fd682774baa6b.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Wall Street wants a roadmap for quantum and doesn't realize Bitcoin's already working on one. "They don't understand how open source works. They don't understand how Bitcoin works." - @npub1uat…n24e https://blossom.primal.net/c4399b8aced096c941c02fd9d35f9b53e971d83c4439fcb0442c2033e47b9758.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Saylor's Strategy just passed BlackRock in Bitcoin holdings. Strategy: 815,061 BTC BlackRock: 802,823 BTC https://blossom.primal.net/22d1c118a750f51c7eed0485c65d8e28b1d72b5f62f376904e8146b712aa61ec.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The US Government just began refunding up to $166 billion in Trump-era tariffs after the Supreme Court ruled the policy unlawful. Starting today, businesses can file claims through a new customs system. Over 330,000 importers across 53 million shipments are eligible. Refunds plus interest will be paid within 60 to 90 days of approval. $166 billion flowing back into the economy on top of everything else the Fed and Treasury are doing. Add it to the list of liquidity events the market has to price in. https://blossom.primal.net/5e03a81c5cf044f3254a76bd03bbdc8a257cfe352da873330479bc3ffd6dd20e.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC First-ever humanoid robot races debut today in Boston's Seaport District. The Professional Robotics League (ProRL) Combine features bipedal and quadruped robots competing in 50m sprints and obstacle courses. https://blossom.primal.net/18b5bce151de3274d6b2aa1bacf8f2b9197ae26fde3936d4b719080e1ced5195.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Satoshi statue in Lugano has been vandalized again. https://blossom.primal.net/2e476323228cc7075864bf00419cb984562ad6d8f2604ebd9afeb112d03ac670.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Saylor posted "Think Even Bigger." Strategy sits at 780,897 BTC. Another buy is coming, one that puts Strategy closer 800,000 Bitcoin. https://blossom.primal.net/e4181a3ff4060808fd99f0f0d3acce9e2ea34277b2b2a8143f4143208a7f4d57.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trump says US representatives are heading to Islamabad tomorrow for a second round of negotiations with Iran. If Iran doesn't take the deal, Trump says the US is "going to knock out every single power plant and every single bridge in Iran." He also confirmed the US blockade has already closed the Strait of Hormuz, costing Iran $500 million a day. Many tankers are now headed to US ports in Texas, Louisiana, and Alaska instead. The ultimatum is clear. Take the deal or lose the power grid. https://blossom.primal.net/5f0696f722579f461689a565f91381b8fa7d6ae541ecc69e60803774d2b3d94c.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Stanley Druckenmiller: "I used to puke once or twice a week from the anxiety of the drawdowns in my portfolio." https://blossom.primal.net/28c562675b074a611074e64471d879fa0911786ae37e8ef5bed79503301ed3e4.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoiners make the best business owners. "Bitcoiners are contrarians by nature. They figured out something that requires humility. The best businesses will be run by Bitcoiners." - Scott Marmoll https://blossom.primal.net/2f6a2b200ec3c9fa211c06a72e6b514b68cac9db97275c61caff595a56f4c411.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Strait of Hormuz is approaching a complete shutdown. Iran turned back 20 vessels today. The US blockade has turned back 23. Both sides are now blocking each other's traffic. 20% of the world's oil supply passes through this strait. This is not a negotiation tactic anymore. This is an economic chokepoint going dark in real time. https://blossom.primal.net/476728999d7878afc4c46c38606ea11e4cbdbde762a9a245bb5db89f0dc8fc08.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC TFTC 736 w/ Scott Marmol: "Why does this industry exist at all? Why are we paying 2 and 20 to private equity professionals for them to underperform spot Bitcoin, which is liquid 24-7?" We discuss: ⚡ Bitcoin business playbook ⚡ Why fiat markets overpay ⚡ AI deflation https://blossom.primal.net/90f29b7ee8e0aabc3775fb4c21bda47bae9b41e5e9d4e23849321b9e754cfced.mp4