"If anything, they're cannibalizing adoption and they're confusing people about Bitcoin that would be adopting Bitcoin."
@npub1w69y...zltw on Bitcoin treasury companies.
TFTC
tftc@primal.net
npub1sk7m...jraw
Truth for the Commoner. A media company focused on #Bitcoin, freedom, and truth in the digital age.
"It's a fight club situation, right? The first rule of any of this is you don't talk about any of it publicly." -@npub1g0eu...l966
We discuss:
⚡ The bond market doom loop
⚡ The AI trade hits a wall
⚡ The diesel squeeze into 2027
AI-related stocks now make up 49% of the S&P 500.
That's above the peak of the dot-com bubble (41%) and Japan in 1988 (44%). Only the railroad mania of 1881 went higher, at 63%.
DeepSeek's latest Flash model scored 75/100 on Browser Use's long-horizon browsing benchmark, tying Anthropic's Opus 5.5.
"You don't have to create these false narratives about Bitcoin being digital capital or batteries. It's money."
@npub1w69y...zltw on Bitcoin as money.
TFTC 803 w/ @npub1w69y...zltw: "The sins of the past in the great financial crisis never went away. They're still sitting in the credit system today."
We discuss:
⚡ The credit market cracking
⚡ Why hyperinflation is inevitable
⚡ Bitcoin's worst sentiment ever
MSTR bumps STRC buyback from $2B to $3B.
STRC hit $99.9 last week before fading to $97.72 post-MSCI removal.
"One of the first things they taught us is basically we make money on the float."
Mel Mattison on how banks profit from your deposits.
"I think you have to realize that the AI trade is not AI."
Mel Mattison on the AI trade.
"This theft of younger generations by the older generations, it is going to come to an end."
Mel Mattison on the gerontocracy.
"It's the dumbest institution that's ever been created. It's there to protect the banks."
@MartyBent and Mel Mattison on the two-tier system.
"Warsh is just constantly talking like he's the Clint Eastwood of central bankers."
Mel Mattison on why the Fed can't hike.
"It was just paying money to itself. Now it's got to pay money outside."
Mel Mattison on the Social Security trust fund.
"Nobody's going to have a checking account 10 years from now in the way that we think about checking accounts."
Mel Mattison on agents killing the bank float.
TFTC 802 w/ Mel Mattison: "This is a criminal cartel that's fleecing society, that's fleecing America. There is no reason that we even have a Federal Reserve. It's there to protect the banks."
We discuss:
⚡ The end of the bank account
⚡ Warsh is trapped
⚡ The debt trap
Goods prices at the producer level rose 2.6% in September, the biggest monthly jump since the BLS started tracking it in 2009.
Gasoline alone rose 20.3% in a single month.
Meanwhile, inflation-adjusted wages fell again.
Anthropic cut the lag before Claude Code starts responding by 3x since August, from 4.07 seconds to 1.33.
The fix: it now compresses the conversation it sends each turn, and cloud sessions spin up as soon as you start typing.
Bitcoin developer Gregory Maxwell claims he attempted the same NIST ECDSA curve seed investigation using Anthropic's Claude about a month before the company's announcement.
He calls it "an obvious question that many people have surely posed."
A video explaining how Anthropic's Claude solved a 25-year-old cryptographic mystery about the origins of the NIST elliptic curves.
Michael Saylor: "Bitcoin is up approximately 38% a year, every year."
"Bitcoin is outperforming gold. Gold is outperforming the S&P index."