The Bitcoin Brief
Your daily bitcoin and macro intelligence briefing, powered by AI. Every morning, an AI-generated version of Marty Bent's voice delivers the key stories from the TFTC Bitcoin Brief — bitcoin, macro, AI, and freedom tech. The content is written and curated by Marty and his AI assistant, then converted to audio using voice cloning technology. No fluff, no filler. Just signal. Subscribe to the full written Brief at tftc.io/bitcoin-brief.
Who Benefits From You Being Angry?
This audio edition uses an AI-generated version of Marty Bent's voice.
Who Benefits From You Being Angry? - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
The Commoner Another refinery outage when diesel is already expensive A utility makes the case for more customers Washington targets the businesses around bitcoin Japan raises the cost of yen funding Mistral responds to the code-sale claim Check the download before you installRead the full written brief: https://tftc.io/bitcoin-brief
Let's Check Our Priors
This audio edition uses an AI-generated version of Marty Bent's voice.
Let's Check Our Priors - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Flock needs to show its work Spending the bitcoin was the easy part Crusoe is putting numbers behind the buildout Update your Alby extension The rare earth that has me paying attentionRead the full written brief: https://tftc.io/bitcoin-brief
Time Is a Flat Circle
This audio edition uses an AI-generated version of Marty Bent's voice.
Time Is a Flat Circle - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
The Commoner My view on bitcoin after the CLARITY vote More competition for the frontier AI companies Inside the bitcoin reserve proposal Import prices are still going up Slower growth, higher costs Choose what you readRead the full written brief: https://tftc.io/bitcoin-brief
The Absurdity Is Right in Front of Us
This audio edition uses an AI-generated version of Marty Bent's voice.
The Absurdity Is Right in Front of Us - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
The Commoner Has bitcoin mining reached peak power demand? Record diesel prices squeeze operating costs EPA finalizes a partial power-plant rollback Bolt offers more building capacity in exchange for training data Bitcoin Well adds an AnchorWatch referral path Keep sensitive AI work localRead the full written brief: https://tftc.io/bitcoin-brief
CLARITY Moves Ahead With a Civil-Only BRCA Compromise
This audio edition uses an AI-generated version of Marty Bent's voice.
CLARITY Moves Ahead With a Civil-Only BRCA Compromise - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
The AI slowdown campaign goes geopolitical Latham is buying itself AI options Howell sees a long-term hedge and a short-term warning Inflation is still taking its cut Revolut handed customer records to an impostor Electrum users: check your Lightning backupsRead the full written brief: https://tftc.io/bitcoin-brief
Who Gets to Decide Whether You're Allowed to Build AI?
This audio edition uses an AI-generated version of Marty Bent's voice.
Who Gets to Decide Whether You're Allowed to Build AI? - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Prepare for the bull market before it gets to your head Buying generators is not delivering power AI makes surveillance cheaper California needs to explain its home-health oversight A bitcoin playbook for commercial real estate owners Europe raises rates into an energy shock Saudi Arabia's oil bypass has its own chokepoint Stop making your phone number the way strangers find youRead...
The World Needs More Stuff, Not More Financialization
This audio edition uses an AI-generated version of Marty Bent's voice.
The World Needs More Stuff, Not More Financialization - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Build the data centers. Let the towns share the upside. A legitimate sender can still deliver a seed-stealing email Watch what enterprises spend, without calling the cycle on one month Cipher moves through the process. Its power remains conditional. Follow the funding before handing AI incumbents a regulatory moat Stakwork wants your company to own its intelligence Sparrow tightens hardware-wallet checksRead the full...
The Growth Bet Has a Lot of Moving Parts
The Growth Bet Has a Lot of Moving Parts - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Liquid Gets 3,400 BTC Back, but the Network Is Still Paused Nick Shirley Challenges California's Immigration-Provider Privacy Law Google's TPU Gets an External Inference Scorecard IREN's 2GW Sweetwater Hub Clears a Conditional Hurdle BitcoinPIR Adds a Cashu-Paid Cashier for Private Queries ETF FLOW CHECK Ride The Lightning v0.15.12-beta Closes an Unauthenticated Rebalance Route DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
If GPT-6 Astra Is Legit, Governments Will Tell Us
If GPT-6 Astra Is Legit, Governments Will Tell Us - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Debt-Heavy Governments Want the Banks to Finance Their Priorities America's Foreign-Born Population Estimate Is Falling Bitcoin Is Knocking on $82,500 Again Empire Needs a Story Before It Can Take Your Stuff Zaprite Is Fixing the Awkward Part of Paying Friends in Bitcoin ETF FLOW CHECK Nunchuk Android Added BitBox and Krux Support DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Wall Street’s Bitcoin Gap, COLDCARD Coins Move, and Washington’s Venezuela Oil Bet
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• River estimates advisers have allocated only 0.008% of client portfolios to bitcoin, despite growing institutional acceptance.
• One of the 293 canonical COLDCARD Wave 3 vaults moved approximately 20.5 bitcoin, while 187.23 bitcoin remained in 292 unmoved vaults at Galaxy’s cutoff.
• Washington secured significant leverage over new Venezuelan oil projects, but rebuilding production at scale will take years.
• Virginia convicted Karyann Parkinson after her five-year-old safely walked half a mile through their gated community.
• Data-center...
The Identity Verification Honeypot Has Been Cracked Open
The Identity Verification Honeypot Has Been Cracked Open - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
A Court Drew a Line Around Government Retaliation for AI Guardrails The bitcoin-mining-to-AI Pivot Keeps Accelerating The G20 Wants Innovation Inside the FATF Perimeter South Korea Is Treating AI Capacity Like National Infrastructure Global Liquidity Is High, but the Impulse Is Fading Tor Browser Ships an Important Security Update DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Europe Broke Its Economy. Now It Wants Your Savings to Repair It.
Europe Broke Its Economy. Now It Wants Your Savings to Repair It. - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
OCEAN and Luke Dashjr Split Over Different Visions for Bitcoin Mining The Wealth the Metrics Cannot See Amber Lets Users Pre-Approve Narrow Signing Permissions August Spot Bitcoin ETF Inflows Finished at $3.52 Billion ZEUS Hardened the Payment Boundary in v13.2.1-rc1 Nostr Software Is Starting to Ship Through Nostr DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Bitcoin Is Ringing the Fiscal Alarm
Bitcoin Is Ringing the Fiscal Alarm - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
ARMA Would Make the Government Hold Its Bitcoin for 20 Years Bull Bitcoin Rebuilt Its Swap Path and Made Its Unsigned APK Reproducible Existing Hardware Wallets Can Produce Post-Quantum Signatures ERCOT Is Building a Conditional Bridge for 8.8 Gigawatts of Large Loads A Bitcoin Mining ETF Is Becoming a Digital Power ETF RaspiBolt v4 Teaches You How Your Node Actually Works DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Implicit Yield Curve Control Is Here
Implicit Yield Curve Control Is Here - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Morens Admitted a Federal Records-Concealment Conspiracy Faster AI Agents Are Coming With a Much Bigger Power Plug A Filing Review Maps $1.45 Billion of Dodgers TV Debt Across Five Insurers Japan Cannot Hike Its Way Out of Bad Fiscal Math Bitcoin Core's Static Linux Builds Are Finally Ready for Testing Wavelength Gives Apps Self-Custodial Bitcoin Without a Node DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Stop Taxing Inflation as a Capital Gain
Stop Taxing Inflation as a Capital Gain - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Anthropic's Invisible Watermark Has a Due-Process Problem The Screenshots Prove Less Than the Juxtaposition Implies Credit Is Growing. So Are the Stress-Management Tools. FinCEN Is Deleting Identifiable Exempt CTA Data Washington Reopens the Door to Digital-Asset Banks Minibits Changed the Engine Without Losing the Ecash DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
America Is Throttling the Defenders Who Protect Bitcoin
America Is Throttling the Defenders Who Protect Bitcoin - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
NVIDIA Is Building a Credit Market Backed by AI Compute LNp2pBot Was Exhausted by Attackers Japan Bought Time, Not a Stronger Yen Fauci's Private Pregnancy Concern Belongs in the Public Record Maple Is Turning the Private AI Agent Into a Real Workspace BTCPay Is Paying the Defenders DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
The COLDCARD Attackers Left More Than a Blockchain Trail
The COLDCARD Attackers Left More Than a Blockchain Trail - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
BIP-110 Is Entering Mandatory Signaling With Almost No Miner Support Wavelength Packages Ark, Lightning and Bitcoin Into One Self-Custodial SDK Bitcoin Is Currently the Seventh-Largest Base Money in Mežinskis's Ranking The BLADE Act Targets Industrialized Theft of AI Capabilities Cook Says Inflation Risk Now Outweighs Labor Risk Code RED Turns Open Models Into Bitcoin's Defensive Arsenal DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Texas Just Put 474 Gigawatts of Data Center Requests on Trial
Texas Just Put 474 Gigawatts of Data Center Requests on Trial
Stories covered:
A Fake Wasabi App Weaponized the COLDCARD Panic Alex Thorn Maps the Waves and the Recovery Path Capital Was Already Winning Before AI Hit Scale The Liquidity Tailwind Is Getting Thinner The Memory Shortage Is Already Redesigning the Machine Bitcoin's Red Team Needs More Than More Agents DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
The COLDCARD Disaster Has Reached Nine Figures
The COLDCARD Disaster Has Reached Nine Figures - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
AI Has Collapsed Bitcoin's Patch Window Boltz Paused Swaps Before the Asymmetry Got Worse Treasury Needs More Cash Than J.P. Morgan Expected The AI Backlog Is Growing Faster Than the Capex Jessica Rose Maps the Gates-Fauci Pandemic Network MARA Opened a Private Lane Around the Sweepers DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
The Fed Paused. The Bond Market Did Not.
The Fed Paused. The Bond Market Did Not. - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Kentucky Is Choosing Between Building Power and Banning Demand A Million Applications and a Border Government Cannot Control Washington Is Still Trying to Turn Code Into a Financial Institution Bitcoin Developers Want to Make Stale Blocks Observable The Hormuz Toll Booth Accepts Bitcoin The Bitcoin Moved Owners, Not UTXOs DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Bitcoin's Liquidity Winter Is Not Over Yet
Bitcoin's Liquidity Winter Is Not Over Yet - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
The AI Bubble Call Is Ignoring Hyperscalers' Hidden Pricing Power Lower Inflation Does Not Put the Grocery Bill Back The Housing Index Is Missing the Condo Stress Private Credit Is Sending a Bad Signal FROST Takes the Hot Key Out of the Ecash Mint DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
New York Is Building the Store and the List
New York Is Building the Store and the List - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
BIP-110's Fork Clock Is Now Visible Britain Is Learning That Capital Has Legs The Credit Market Just Put a Price on the AI Circle Strategy Sold MSTR, Bought Discounted STRC, and Bought No Bitcoin Silent Payments Are Moving Into Wallet and Library Code Bitcoin Is Sitting in the Waiting Room Nostr Turns Integrations Into Events DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Fedwire Shows What Bitcoin Is Actually Competing With
Fedwire Shows What Bitcoin Is Actually Competing With - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
AI Has Become a Credit Story Fauci's Diary Is the Case Against Self-Policing Institutions Mining's Credit Wreckage Is Becoming AI's Power Inventory Private Credit Is Sending a Bad Signal AI Agents Are Starting to Eat the CUDA Moat The State Is Putting GrapheneOS's Duress Password on Trial DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
You Can't Have Capitalism When the Money Is Corrupted
You Can't Have Capitalism When the Money Is Corrupted - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
The 10x AI Headline Needs a Current Baseline AI Is Compressing the Patch Window to Zero Sovereign AI Is Moving From Chat to Work Bitcoin's Moat Is Boring Work A Dark Pool Built From Freedom-Tech Primitives Give the Agent a Wallet, Not a Corporate Card DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
AI Just Got 10x More Efficient. It Will Need More Power.
AI Just Got 10x More Efficient. It Will Need More Power. - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
America May Be Promising the Same Natural Gas Molecule Three Times Culture Is an AI Infrastructure Constraint Gigatoken Speeds Up AI's Front Door The ETF Bid Has Flipped, Not Roared Buzz Gives AI Agents a Seat at the Table bitcoin Does Not Care Whether the Buyer Is Human or Machine DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Put America Back on the Henry Adams Curve
Put America Back on the Henry Adams Curve - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Bitcoin's Bottom Is Starting to Look More Constructive Twenty One Is No Longer Trying to Buy Strike Bitcoin's Data Debate Moves From Philosophy to Operations Wall Street Sees Scarcity Under Everything Motherhood Lost Status. Georgia Showed Status Can Be Restored. Watch: Bitcoin Is the Peaceful Revolution with Average Gary Bitcoin Is Starting to Prove Its Own Consensus Rules DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
Hugging Face Was Breached by an Autonomous AI Agent Swarm
Hugging Face Was Breached by an Autonomous AI Agent Swarm - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Chamath Is Wrong About Bitcoin's Structural Problems Foundry Puts BIP-110 to a Hashrate-Weighted Miner Vote The Degree Is Expensive. The Skills Are Missing. China Is Adding Liquidity. Howell Still Favors Gold First. Moonshot Is Competing on Intelligence per Unit of Compute Ashigaru Repairs a Broken Privacy-Wallet Mixing Workflow DATA SNAPSHOTRead the full written brief: https://tftc.io/bitcoin-brief
The AI Race Is About Sovereignty, Not Just Intelligence
The AI Race Is About Sovereignty, Not Just Intelligence - Audio edition of the Bitcoin Brief newsletter.
Stories covered:
Open Source Is Not Costless America Is Testing Bitcoin While China-Aligned Groups Fight AI Infrastructure The Young Are Rich in Televisions and Poor in Life Gen Z Is Turning Against Capitalism The AI Boom May Be Absorbing Financial-Market Liquidity Fund the MaintainersRead the full written brief: https://tftc.io/bitcoin-brief
AI Needs More Builders, Not More Moratoriums
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Nebius introduced an infrastructure partnership model that lets qualified operators bring capital, powered land, servers, and local execution while Nebius supplies data-center design, cloud software, sales, and customer demand.
• New York directed regulators to hold incomplete discretionary permit applications for new or expanded data centers capable of consuming 50 megawatts or more, even as roughly 12 gigawatts of prospective data-center demand sits in the state’s interconnection queue.
• Josh and Hannah Centers explain why AI makes...
Europe's Dystopian Surveillance Machine, DAC8, and Election Chain of Custody
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Europe is completely dystopian now: voting MEPs opposed Chat Control 314 to 276, but the surveillance regime moved forward because rejection needed 361 votes.
• DAC8 and CARF turn bitcoin ownership into a reporting surface by linking identity, tax residence, transaction categories, values, dates, and transfers to tax authorities.
• Bull Bitcoin's fight against France's DAC8 implementation is the kind of legal and corporate resistance more freedom-tech companies need to adopt.
• The EU's driver-monitoring rules and the...
Chat Control, Broken Money, and AI Project Finance
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Brussels is trying to revive Chat Control after prior defeats by using urgent procedure mechanics that make private-message scanning easier to pass.
• Broken money is turning inflation pain into class-war politics, and socialist confiscation schemes make the monetary problem worse by centralizing credit and control.
• SemiAnalysis argues Anthropic could generate more than $1B of profit in Q3 2026, a sign that AI agents are moving from demos to real business workflows.
• Nvidia i...
Housing Inflation, PJM Grid Stress, and Capital Wars
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Housing inflation is policy all the way down: open-border policy added an artificial demand shock on top of money printing, rate suppression, zoning restrictions, and constrained housing supply.
• Philadelphia Fed research from Albert Saiz found immigration inflows equal to 1% of city population were associated with roughly 1% higher rents and housing values.
• PJM's July 4 heat-wave stress test forced emergency DOE orders that let the grid lean on emissions-limited generation and backup power to preser...
Bitcoin Title Fight, Euroclear's Frozen Assets, and the DSA's Communist Mask
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• A New York abandoned-property lawsuit is trying to wrap legal claims around 39,069 dormant bitcoin wallets, but the first real respondent argues a bitcoin address is not a legal person.
• The deeper risk is not a court moving coins without private keys. It is a legal cloud that follows coins into exchanges, banks, custodians, and compliance departments.
• Euroclear is suing in Brussels to void a Russian judgment tied to frozen reserve assets, the exact...
Age Verification Gates, Japan's Debt Trap, and AI Privacy at the Edge
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• The KIDS Act passed the House 267-117 and creates pressure toward age verification gates under the banner of protecting kids.
• Parents should parent. Government should stay out of building identity rails for the next version of the internet.
• Japan's BOJ hiked to 1% while keeping a JGB backstop in place, showing the sovereign debt trap in real time.
• Alex Waltz's forensic history of bitcoin's earliest blocks makes the origin story more fragile...
Debasement Trade Tested, Strategy Capital Management, AI Operator Shakeout
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Michael Howell says bitcoin weakness reflects a slowing Fed-led liquidity impulse, not a dead debasement thesis.
• bitcoin is trading around $59,000 with short-term holders underwater, LTH-SOPR signaling capitulation, and NUPL back in Hope/Fear.
• Jay Patel explains why this drawdown feels brutal: bitcoin spent 264 of the 365 days before the October ATH within 10% of its running all-time high.
• Strategy announced a $2.55B USD reserve, $1B preferred buyback, $1B MSTR buyback, STRC dividend hiked to...
CLARITY Act Under Siege, Bear Market Bottom Signal, Gold Below $4K, OpenAI's 9-Month Chip, Ark Wallets on Mainnet
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• The CLARITY Act's BRCA provision faces opposition from 82 Catholic leaders, four law enforcement associations, Wall Street, and Native American tribes. Without it, writing non-custodial software equals money transmission under federal law.
• Checkmate says we're at the "pointy end of the bear market" with cyclically low volumes, SOPR below 1, and STH deeply underwater at a $71,236 realized price.
• Gold crashes below $4,000 for the first time since November 2025, down 30% from January highs as hawkish Warsh priori...
Apple Threatens Sparrow Wallet, Central Banks Stack Gold at Record Pace, EU MiCA Crushes 75% of Crypto Firms
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Apple flagging Sparrow Wallet developer Craig Raw's account for termination by June 30 after he tried to protect users from scam App Store clones
• World Gold Council survey: record 45% of central banks plan to increase gold reserves, 1,000 tons/year for 4 straight years
• Andrew Ng says 100% of his tasks are done by AI agents, Stripe data shows solo business formation accelerating
• EU MiCA forcing out 75% of crypto firms by July 1, all privacy coins an...
Sakana Fugu vs. Anthropic Export Ban, Bitcoin Miners' Golden Era, Howell's Dollar Thesis
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Japan's Sakana AI releases Fugu Ultra, claiming frontier-model parity ten days after the U.S. forced Anthropic to shut down Fable 5 and Mythos 5 globally under export controls
• Open-source orchestration models at 90% discounts raise the Jevons' Paradox question: does cheaper intelligence slow the buildout or accelerate it?
• Brandon Bailey (TFTC 761): bitcoin miners trading at a 5x discount to AI data center operators, mega miners selling rigs to smaller off-grid operators, hashrate decentralizing as big pl...
Ward 250 Goes Critical, Private Credit Seizing, and Saylor's STRC Squeeze
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• Valar Atomics' Ward 250 achieved nuclear criticality in Emery County, Utah — 9 months from empty site to critical reactor, founded by 27-year-old Isaiah Taylor under Trump's Executive Order 14301 (3 reactors critical by July 4th)
• The "you can just do things" attitude: Gen Z reindustrialization movement alongside Nox Metals in Detroit — direct implications for off-grid Bitcoin mining
• Jeff Snider flags private credit seizing: direct lending issuance collapsed from $74.6B to $44.8B in one quarter — PE won't mark down, b...
UK Rape Gang Inquiry, Warsh's First FOMC, Embodied AI Race, China's Open-Source Frontier Model, Ark in Kenya
Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.
• UK Rape Gang Inquiry: 250,000 victims, 149 districts, 40% of the country. Institutions that knew and covered it up. Starmer silent.
• Kevin Warsh chairs his first FOMC. Rate hold expected. Watch the dot plot and the end of forward guidance.
• Alibaba ships three robot foundation models + Genesis AI launches Eno. The AI race jumped from screens to the physical world.
• China's Zhipu AI drops GLM-5.2: frontier model, MIT license, no NVIDIA, 1M context. Where is...
