David Sacks on what he calls "rotating hoaxes" designed to turn people against AI. "We have a series of rotating hoaxes, where every six months there's a new one to try and convince us to sabotage the thing that's going to solve so many of our problems, especially the ones around affordability."

Meta's secret weapon isn't the AI model, it's the flywheel. "You train a model, you then run inference on it, which is the tokens in, that recommendation model results in better content recommendations, it drives consumer engagement, daily active users' time spent, it translates to monetization and ads or subscription, which pays for the next model training run." Instagram Reels watch time up 30% YoY just from scaling the rec engine. "These scaling curves aren't just academic research. They're driving real product impact at scale for some of the biggest consumer businesses in the world." Rinse and repeat.

The S&P 500 is up 14% this year. More than 200 of its stocks are down.

Japanese investors sold a net ¥4.45 trillion ($28 billion) of long-term US government bonds in the first half of 2026. It's their first half-year of net selling since 2022.

"You're seeing a clear shift in South America. Not just friendliness to the US, but less receptivity to Chinese ownership of local assets." @MartyBent and @npub1g0eu...l966 on the Monroe Doctrine playing out in real time, from Iceland to Brazil.

TimechainIndex just dropped interactive Bitcoin transaction flow charts. Explore inputs, outputs, labels, and UTXO ages with live search and zoom. Address and transaction tracer coming next.

"We should behave as if elliptic curve cryptography will eventually be broken and build new cryptographic primitives to head off that reality." @MartyBent and @npub1g0eu...l966 on the AI-breaks-Bitcoin FUD and why the right response is preparation, not panic.

Stanford cryptographer Dan Boneh: "If the labs try their best models at our basic cryptographic assumptions and the models fail to break them, that will give us tremendous confidence that our assumptions are valid."

"If you really got Iran on the ropes, got them down to last alternatives, there's a world where that optimizes for one final major kinetic push with nothing left to lose." @npub1g0eu...l966 on why celebrating prematurely is dangerous.

New Anthropic research warns that "small AI models may be months away from being capable enough to self-replicate on commercial IoT devices" like smart ovens and TV boxes. In testing, a 9B parameter model got inference running on 8 of 9 hardware types. Researchers ran a 26B model distributed across 15 off-brand Android TV boxes bought for $55 each. "Unlike non-AI malware, it could figure out unfamiliar devices on its own."

AI models may be capable of self-replicating without access to a datacenter

Small AI models may be only months away from being able to self-replicate across cheap IoT devices like Android TV boxes, with no datacenter needed.

"There was going to be a moment of reckoning where the would-be middle powers were going to have to choose one side or another." @npub1g0eu...l966 on Europe being forced to pick between the US and China.

China's CPC Central Committee and State Council published a policy document on October 9 calling for a national blockchain network as part of 19 measures to develop "new quality productive forces." The plan links blockchain to a unified computing power network, data markets, and industrial digitization, building on the state-backed BSN launched in 2020. The cryptocurrency ban remains in place. China wants the blockchain without the freedom. Permissioned, controlled, state-run. The digital panopticon gets another layer.

China issues guidelines on developing new quality productive forces

The Communist Party of China Central Committee and the State Council have issued a set of guidelines aimed at accelerating the development of new q...

"Their way of life, of building this building together, known as software, was now being deprecated." Jason Calacanis on the death of coding as we know it.

"You can see where this is heading. This appears to be gaining traction and momentum, as you often see at the end of these massive debt cycles." -@npub1g0eu...l966 We discuss: ⚡ France's debt crisis ⚡ Europe turns on China ⚡ The Bitcoin security scare

"We have seen a lot of hard working Australian Bitcoin businesses being debanked only for the reason for touching this space." Stormrake's Bisher Khudeira on Australia's debanking crisis and what's holding back the next wave of bitcoin adoption.

Every fiat currency has lost significant purchasing power since 1971. The "best" performer, the Swiss franc, is still down 66%. The US dollar has lost 87%. Most are down 99%+.

Money printer goes brr.

Palantir CTO Shyam Sankar on what's really driving the AI safety narrative: "It's a millenarian doomsday cult meets messianic complex called effective altruism... many of these folks in Silicon Valley have filled that God-shaped hole with the machine god of AGI."

"The bond market is dead. The 60-40 portfolio is over. The US has to severely weaken the currency and inflate their way out or Pax Americana will cease to exist. That will send Bitcoin astronomically higher." - @jack mallers

Spreads on CCC-rated US junk debt are back above 1,000 bps, the widest since 2022. The rest of the high-yield market is still tighter than 84% of readings since 1994.