Truth for the Commoner. A media company focused on #Bitcoin, freedom, and truth in the digital age.
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npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw Profile Code
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2026-03-24T02:35:49Z Event JSON
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Last Notes npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin traded as high as $76,152 a week ago. On Saturday it hit $63,280, the lowest price since Aug 17 and 16.9% below that high. It fell 2.6% in about 35 minutes this afternoon and is down 6.8% over 24 hours. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Texas 2026 midterm data demands an explanation. Texas went from Trump +13.7 in 2024 to Talarico +12.1 in the Senate race. A 25.8 point swing in a midterm. All 254 counties shifted toward Democrats. 28 flipped R to D. Zero flipped the other way. Border counties saw massive swings. Starr moved 71.8 points, Zapata 63.1, Maverick 59.5. James Talarico got more votes for Senate than any Democrat presidential candidate has ever received in Texas. More than any Republican governor in Texas history. More than every Republican president except Trump 2024. Meanwhile: 2.9 million new voter registrations processed since 2022 without citizenship verification A DPS "software error" left 500,000+ registrations undelivered to counties, then bulk-cleared right before the deadline 15,000 address updates surfaced 4 days before early voting 97 of 254 counties have more registrations than voting-age citizens Texas doesn't need a recount. A recount just recounts the same ballots. Texas needs a full forensic audit of the voter rolls, the machines, and the ballots. https://blossom.primal.net/ec2469f034554667c1dc13535b5215382fcf101064978c0240a4a96d5b69a9a3.jpg https://blossom.primal.net/74274197e37991ae082b728e5015387940caa112b132b47f6f7111a309da7fb0.jpg https://blossom.primal.net/91b7f6ea4797b03b5a585bd144cf0a33dfbd26085a961a582207457484e0f774.jpg https://blossom.primal.net/437afcefdeaa6b10bd8e6923f99dc26fb05f15bab0412b709b025cf2dd329afa.jpg https://blossom.primal.net/ffea6ef9ff101f52d8e2bb607b14c926e45a153b74d642f3e1ec7095b0a8f66d.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC TFTC 810 w/ @npub1qh5…eh9r: "We're at Q25, the bottom twenty-five percent. You will never regret accumulating Bitcoin in that zone. And here we are at 73K and people are scared." We discuss: ⚡ Seller exhaustion ⚡ The 2023 setup ⚡ Who's selling now https://blossom.primal.net/04214bbbf6d3f3e97d8e07103f27306a4433aa33c6e95032b6076702d96465b5.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The White House says Trump, Xi and Putin will hold their first-ever three-way meeting in Shenzhen next week, on the sidelines of APEC. The agenda is nuclear arms reduction, and a US official is already playing down expectations of any concrete deal. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Italy fined Meta €805 million because the Facebook Android app reached into users' photos, videos and metadata without specific consent. About 20 million Android users in Italy were affected, and for some of them the violation is still going on. • The feature is "get suggestions from your gallery", available since 2023, which proposes gallery photos and videos for posting • One app-wide permission covered several functions, and a vague "enable additional features" notice hid the gallery access • The regulator cited a 2019 prior measure against the company • The investigation began in July 2025 after a complaint from a consumer group in Bolzano • Meta has 60 days to switch the feature off by default and ask for consent through a separate, specific prompt The proceeding did not examine whether the content was used to train AI, which Meta denies, but the regulator says it will separately assess a 2026 cloud-processing feature for gallery content. Why does a social app need access to your photos just to suggest a post? Worth asking before you tap "allow" on the next one. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Why does everyone you know suddenly have to be a real estate investor? Saifedean Ammous says the cost of houses in terms of labor went down for thousands of years, then reversed around 1914 when "we shift to an inflationary currency," and again after the 1970s. https://blossom.primal.net/90e8ed20abd101c1372de46e89a80311fe6f8e4503bd2189da3479ce1f0032a8.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Ex-Anthropic pretraining researcher Jacob Coxon says one slide from the company's IPO roadshow was a big factor in his decision to leave. He says it plots pretraining compute efficiency on a log scale, with the line still bending upward: "superexponential algorithmic progress." https://blossom.primal.net/679bd2ad47ced3da25b5fa431b37dd63bef2c14ed754a93daf8621764296cea6.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Twenty One Capital booked a $1.087 billion quarterly profit, and $1.093 billion of it was a non-cash gain on its bitcoin. About 37% of the stack is pledged against convertible notes. Who really holds these coins? • 43,514 bitcoin held as of Sept 30, valued at about $83,700 each, roughly $3.6 billion, plus $102.8M in cash • $486.5M in convertible notes, collateralized by about 16,116 bitcoin • Nine-month net loss of about $186.5M, even after the Q3 profit • Q3 G&A of about $4.8M, up from $581K a year earlier • Interest expense of about $1.3M The profit is almost entirely the bitcoin price going up, not operations earning money, and more than a third of the coins are tied to debt. Tether and Bitfinex are described as the majority shareholders, and Tether also bought SoftBank's stake in May. A paper profit feels great while the price is up, but who gets the coins if it turns? Always remember, you don't own the bitcoin unless you control the keys. https://blossom.primal.net/2cd6dcad4ae4ae0c14d0a57672221b0712febce5d5d1571d77cc0ca0e4e17a9a.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Wholesale inflation hit 6.5%, the highest since November 2022, and some are calling it relief because it missed the forecast by a tenth. So why is a December Fed hike of 25 bps still priced at roughly 85% to 89%? • October PPI rose 6.5% year over year against a 6.6% forecast, up from 6.3% in September • It rose 0.3% on the month against 0.4% expected • Core PPI is 5% year over year, unchanged from the prior reading • Tuesday's CPI came in hot, with headline up 0.4% and core up 0.3%, the third 0.3% core reading in a row • The 10-year Treasury yield is back above 5% • Waller said a 50 bp increase should be considered if core CPI printed around 0.3% or higher Core CPI printed 0.3%, right on Waller's line, and a PPI that missed by one tenth doesn't undo that. The FOMC meets Dec 8-9, and the people who spent years printing the money get to raise rates on borrowers while prices keep climbing. Fix the money, fix the world. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Nvidia was offering billions in guarantees to companies that couldn't afford its chips, the Wall Street Journal reports. Its own filing caps one of them at $105 billion. Who ends up holding that? • The guarantee, entered in August 2026 with SB Energy, backs an Ohio campus that will host compute under 20 year leases to OpenAI • It covers only defined portions of lease and power payments, not the full cost of the site • OpenAI has agreed to reimburse and indemnify Nvidia for whatever it actually pays • Colette Kress is now interim CEO and remains CFO, and the board says it has "full confidence in Colette and the leadership team" In fairness, $105 billion is a maximum exposure and not cash out the door. Still, the company selling the chips is also standing behind its customers' rent, which keeps chip demand going. If a borrower stumbles, Nvidia is the first in line to pay, and it is made whole only if OpenAI can reimburse it. Where have we seen a seller back its customers' credit to buy its product before? https://blossom.primal.net/954375aed054b33ffe963570522f9823fb4298af3a1eedb117c7775012f2b3e5.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A French bank lost close to €100 million out of its own account, and it says the thieves never came in through a customer account. They got in through a supplier, made up fake IBANs and sent instant payments to other banks. From there the money went on to crypto platforms. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Senate Banking Chairman Tim Scott wants Jensen Huang at a public hearing on December 3, and sent the request the day Huang resigned as Nvidia's CEO. Why him, and why now? • Scott's letter went out November 12 and asks Huang to appear voluntarily, so there is no subpoena • Scott also asked Commerce Secretary Howard Lutnick to testify • Rep. Brian Mast, who chairs House Foreign Affairs, said Huang agreed to testify before a panel of House committees before Thanksgiving Commerce is the agency that decides which chips get to China, so the hearing could end up being as much about Lutnick as about Huang. Republicans also have a short window, since Elizabeth Warren is expected to take over the Banking chair in January. A lot of money rides on who gets to sell what to whom, and it gets decided by officials most of us never see. We should all be watching who actually shows up in that room. https://blossom.primal.net/19140db4a6352ba559e7a23e42123d405d344759f2fa2129898b4ada15b0ebba.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC One company's servers failing just knocked out email, chat, files, AI and security tooling in a single afternoon. Microsoft says a large number of servers became unexpectedly unavailable, and it still hasn't said why. • It started with Outlook and Exchange Online, then spread to Teams, SharePoint, Copilot and Defender XDR • Consumers lost OneDrive and Office on the web too, TechCrunch reports • Microsoft first blamed elevated load, then said the unavailable servers dumped their load onto the rest • It is restarting servers with a fix, investigating high processor use, and has paused all deployments • A subset of servers returned to service at 4 p.m. EST A days-long Microsoft 365 outage already hit in September. The security product was hit alongside the services it is supposed to watch over, which says a lot about how much sits in one basket. If one vendor's servers can take out a company's email, chat, files and security in an afternoon, how much of that business does it actually control? https://blossom.primal.net/71f633b432bba78e23f1d31838f5c71194e835dcc1ed83454c6220b8db92e826.jpg https://blossom.primal.net/56a1f51d6f782f0d4c07df0117f48ae5e46d9d77cc80d247694bd61dd1658295.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Amazon's Ring just unveiled an indoor drone that flies your house on preset routes, investigates on its own when an alarm trips, and records 2K video. This is the same Ring with a history of police partnerships. Do you really want its camera flying through your living room? npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bloomberg, citing people familiar with the matter, reports a SpaceX and Tesla merger could be announced as soon as December. Add up their bitcoin and you get 30,221 BTC, over $2.2 billion: Tesla's 11,509 plus the 18,712 SpaceX disclosed in its S-1. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Hijacked GitHub accounts have pushed a secret stealer at 61,764 repositories since November 10, and it ran in at least 1,800 of them. It goes after the keys to companies' cloud and build systems. Why rotating them won't be enough is below. • Aikido counts 4,837 compromised GitHub accounts behind the campaign • The stealer takes GitHub Actions secrets, workflow tokens, OIDC tokens and cloud credential files • It reverts its change within about a minute and deletes the workflow run and its logs • It rewrites an AWS trust policy to accept any account and adds Azure federated credentials, so access survives token rotation • The tell is a pull request titled "docs: dependency audit notes" Accounts hit by October's GhostAction campaign were significantly more likely to be hit by this one too, though Aikido assesses the two are likely different actors. Open source has been the foundation of the internet for decades, and now the build pipeline is where attackers go to pick up keys. If you keep production keys in your build pipeline, be aware that rotating them isn't enough once the attacker has written itself a way back in. https://blossom.primal.net/01e33fa4b96fedc7631a11a40459a8827936499f3e7d9f87bfcbd341e8449ee1.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "We don't need a deal with Iran." Trump posted that on Truth Social, adding "We've got their money, Hundreds of Billions of Dollars, and we've got their Strait!" https://blossom.primal.net/9f71a42d9ec888f17e754c981800b0102467bcb1631e5d55d87b3366a97c4f3a.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC 706 large profitable US corporations paid just 10.4% in federal income tax on $1.88 trillion of US profits in 2025. 114 paid no current federal income tax at all. • 10.4% is the lowest rate the Institute on Taxation and Economic Policy has found in over 40 years of research • It sits below 11.2% in 1982, after Reagan's first corporate tax cuts, and 11.3% in 2018, after Trump's first tax law • The official rate is 21% • 258 companies had rates under 7%, reporting about $683.6B in US profit and paying a combined 1.7% • ITEP estimates the group got close to $200B in federal tax subsidies by paying less than 21% ITEP is a progressive think tank, it works from public financial filings, and it counts only current federal income tax. Critics say that mixes book profit with tax liability. Much of the gap comes from expensing and credit provisions in the 2017 tax law and the 2025 law, which are legal under the code as written. If the rules let the largest companies land at 10.4% when the official rate is 21%, who exactly were those rules written for? https://blossom.primal.net/211fdaefb4ddf10bb8850f09f90eaec10a2104c8a7dc4a1bcb378039dedc2be5.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trezor says a customer reported finding an extra circuit board with a cellular module and antenna inside a Safe 5 bought from CryptoBilis, the same reseller tied to the tampered Ledger devices. Trezor is treating the report as credible. https://blossom.primal.net/224ab194a837e4c7bd3c926c445d764abccbffb47e65781adcab1cc7cf1c0b75.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Jensen Huang has resigned as Nvidia's CEO, president and a member of the board, effective immediately, the company announced. CFO Colette Kress has been named interim CEO. She has been EVP and CFO since September 2013. https://blossom.primal.net/31d9694e9caecbbae269cde1234368d773e795e4511461095dff7aef7b533efa.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC North Korea is laundering the record Binance theft through meme coins it minted itself. Elliptic found at least six NEAR tokens, each with its own liquidity pool, and almost no real outside trading. • The tokens were created between Nov 5 and Nov 7 • About 117,000 NEAR, roughly $430,000, has passed through them so far • Most transactions were between wallets in the operation • About 11.8M NEAR (about $43.7M) from the theft has not moved yet • Elliptic tracks more than 20,000 wallets on 16 blockchains, at least 36 services and at least 65,000 transactions • The FBI attributed the theft to TraderTraitor on Oct 31, and North Korea denies involvement • Elliptic first documented the technique in the Feb 2025 Bybit laundering, where a worthless Tron token helped move at least $24M Binance has said the attack began with a fake job interview and ran for five months before any coins moved. So the patience runs both ways, months to get in and now a pile of homemade tokens to make the loot look like trading profit. $430,000 is a small slice of the $6.43 billion Elliptic counts, but the method is the part worth watching. Always remember, you don't own the bitcoin unless you control the keys. https://blossom.primal.net/ad345fa0553cb9856f6d1b276f36c26db6f65682064ed0f067f82414a1bb93f6.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Starshield is capped at 161 km/h (100 mph) over Ukraine, Zelensky says, complicating interception of Russian jet-powered drones. He says these are "not random errors but systematic speed restrictions," and some strikes have already got through. https://blossom.primal.net/ea2c24e6baf2e5d40d38212f267651a4860c92bd1b7f323dcda68d75a4094aec.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The House voted 369-22 in January to shut the cloud rental loophole. It still needs the Senate, and Reuters, citing three people familiar, says Chinese AI firms are now rushing to rent Nvidia capacity abroad, fearing new US curbs. https://blossom.primal.net/20a42a1a412760dac2c48c3e6fd81d75075074dcc28bf137c0f80df64df28dde.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Adam Back told CNBC he's personally betting bitcoin hits $1 million by 2028. His argument: 95% of adoption is still ahead, and pensions and mutual funds, the largest pools of capital, have yet to buy. https://blossom.primal.net/b96f0998e0da1c6952eef6761c3e19f77a9c4fbff1e8b4df66357e994912a5d3.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC US water use per year: Data centers: ~17 billion gallons Golf courses: ~500 billion gallons Farm irrigation: ~27 trillion gallons https://blossom.primal.net/8cda177b5787009c4fe272f4ebe743027a15b1ba79f4b9c65f136bb67fca8827.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Is Netanyahu pushing Trump back into the Iran war? Ynet reports he pressed Trump on a weekend call to resume the war, while Trump wanted peace talks to continue. His office says "fake news." An Israeli official confirms the call but says it was "very much not difficult." https://blossom.primal.net/2eab53bddd6cbce3576c4b3203bee3263aec600cef7c291c5903b5a98597ed83.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "the period known as the Great Compression, where you could literally have a one income family," Mark Mitchell Rasmussen Reports on why the Great Compression is not coming back with trickle down. https://blossom.primal.net/8cd93999e980a40e2d7dda6a6f275f96da0ada3d8439cbcf0bdf01140733a92e.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Nvidia's board is preparing to oust CEO Jensen Huang, the WSJ reports, citing people familiar, and could meet as soon as today. Three days ago that same board said it had confidence in him. So what changed? • Nov 8: the board opened an independent investigation, with outside counsel, into whether Huang was targeted by a foreign intelligence effort • Huang told employees he was "unfaithful" to his wife and acknowledged an affair with Alice Huang, a former Megaspeed executive suspected of being a Chinese spy • The board said it had "no reason to believe" national security or NVIDIA secrets were compromised • The NYT, citing five people, reports a separate relationship with an Nvidia executive who reports to him • The House Select Committee on China asked Huang for a closed-door briefing on Nov 18 • A spokesperson said Jensen "is committed to continuing to lead NVIDIA as CEO without interruption" before the WSJ report came out Nvidia has no board chair, and Huang is one of the 11 directors. The man at the center of the investigation is also a member of the board that oversees him. When a company this central to the AI buildout runs like that, who exactly is the board answering to? npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Stablecoin supply shrank by $14.2 billion in 30 days, the largest contraction since the 2022 bear market, according to Glassnode. To be fair, the June 2022 drop was nearly $30 billion, about twice as big. But less dollar liquidity on these rails means less fresh buying power. https://blossom.primal.net/48c7021236d812014f325a9ecc26193300699ee521c1f8a9c45627f93da6ab6e.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "it was literally the only plausible scenario that we could ever come up with where Republicans supported austerity and where the American people were clamoring for it." Mark Mitchell Rasmussen Reports on how DOGE was the one real shot at fiscal reform. https://blossom.primal.net/e3476a04c8e9a25ad4a7d8c268d90251181c606fb52c324cde9dba122759b4cf.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Netherlands is moving to tax the wealthy harder. Two coalition parties, D66 and CDA, struck a deal with opposition parties to raise Box 3 taxes on wealthier people and cut income tax for workers by the same amount. The VVD is wavering. Who decides where "wealthy" starts? npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "what we have is a stealth depression among most Americans in the United States" Mark Mitchell Rasmussen Reports on a stealth depression and the path to unrest. https://blossom.primal.net/55e8a9ed7ec577fecfd92cbd0878b9c85987e4b6c76141b202915536f7d5eb6c.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "you have the group of pollsters who I was affiliated with, who I believe were taking political action committee money from the Trump administration to suppress criticism of Trump" Mark Mitchell Rasmussen Reports on pollsters allegedly paid to stay quiet on Trump. https://blossom.primal.net/6fa12e97351b43f473c62cfcbcd75ed34ac77bd4e941ee36a3ed94dd21c995ab.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC MARA borrowed against its bitcoin in August and has now sold 13,597 BTC, about 40% of its stack, and repaid both loans in full. That is roughly $1.1B of bitcoin from one of the biggest public holders, sold in the weeks after quarter end. Why did a miner sitting on $2.8B of coins unload so much so fast? The 10-Q has the numbers. • MARA held 34,012 BTC on Sept 30, worth about $2.8B • It sold 13,597 BTC for about $1.1B, an average of roughly $81,039 per coin • $750M of the proceeds repaid the Coinbase and Two Prime loans, both entered into in August 2026 • All pledged bitcoin was released on repayment, including 17,477 BTC that secured the loans The miner comes out with the loans cleared, but it sold a huge chunk of its bitcoin along the way. Borrowing against your coins puts a lender between you and your stack, and that goes for a public company as much as anyone. Always remember, you don't own the bitcoin unless you control the keys. https://blossom.primal.net/f7bcd552e5fda26c3db013f028ade07a61f3647babdf5c0dafb5c43799eb9c20.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Strategy raised $283.8M selling its common stock last week, and only $81.9M of it went to bitcoin. $188.3M went to buying back its own STRC preferred shares, more than twice what went into the coins. • 1,036 bitcoin bought between November 2 and November 8, at an average of $79,012 • About 2.05M MSTR shares sold for $283.8M in net proceeds • 1,887,464 STRC shares repurchased for $188.3M, the only repurchase that week • Holdings now 850,364 bitcoin, bought for $64.16B at an average of $75,456 • $560.3M still left on the digital credit repurchase program and $1.0B on the MSTR repurchase program STRC is the variable-rate preferred Strategy uses to fund its bitcoin buys. The company authorized a $1B repurchase program in June and doubled it to $2B in September, after STRC fell below its $100 par. So the machine that used to turn stock sales into bitcoin is now spending most of the proceeds supporting its own funding, and last week's buy came in above its average cost. If the preferred needs this much support, how long can the flywheel keep running on common stock sales? Worth watching closely. https://blossom.primal.net/cb435c40e4b35a5925054cd512f34c8bd285405eae59bd23f514187bab4eea0e.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC TFTC 809 w/ Mark Mitchell Rasmussen Reports: "The president's out there banging on about election fraud, when his own pollster told him it was going to be a blue wave." We discuss: ⚡ The USS Trump-tanic ⚡ Who ran the White House ⚡ America's stealth depression https://blossom.primal.net/7dac020a9c8537ac193e7d9535ebbd8bdbd2e1e1812674ca9f725da10addbdee.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Russia is opening bitcoin to regular citizens, with a leash. Retail buyers get 300,000 rubles a year, about $3,700, per intermediary, and only three coins. Why only three coins, and who gets the rest? • Ordinance No. 7441-U, published by the Bank of Russia on Nov 6, takes effect Nov 17 • Exchanges can start crypto trading from Nov 22, once the Bank of Russia approves their trading rules • Non-qualified investors can buy only bitcoin, Ether and USDT, picked on market cap, daily volume and five years of price history on foreign exchanges • Qualified investors face no cap and can buy any crypto asset • Everyone has to pass a knowledge test and acknowledge the risks first Credit where it's due, a central bank that treated this stuff as hostile not long ago now lets people buy bitcoin through licensed intermediaries. With that being said, it's the Bank of Russia deciding which coins you can touch and how much of your own money you can put in, while the bigger players get a free pass. Always remember, you don't own the bitcoin unless you control the keys. https://blossom.primal.net/2652f0344d16ee96980e22d363ac2ac37dc0ce2d066faa74b91ed909681d2d43.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin is now on by default at Square checkouts across the U.S. Sellers don't have to apply. Square switched it on for every eligible business, whether the owner has ever thought about bitcoin or not. The customer scans a QR code with any Lightning wallet and the payment settles in seconds. The seller gets dollars by default or can choose to keep the bitcoin, and there are no chargebacks. Sellers can also auto-convert up to 50% of their daily card sales into bitcoin. The limits: $600 max per payment, $20,000 a day, and sellers in New York are left out. The fee is 0% through Dec. 31, then a flat 1%. A card tap on Square's free plan costs the merchant 2.6% plus 15 cents. https://blossom.primal.net/bc2c9a6c1e60662120e441f94e6eb7d114d9e6cd0e5ab437718573bdedeb11bc.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC James Talarico drew about 5.44 million votes in Texas’s Senate race. That would be the most votes any Democrat has ever received statewide in Texas, topping Joe Biden’s 5.26 million in 2020. https://blossom.primal.net/67522eeaff26a02d848c0c1070d56f2f74156a6d715a8ca304124433022c348b.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A Homeland Security agent in St. Paul sent YouTube a subpoena on April 3 for the accounts of six news outlets and journalists, including Don Lemon, Georgia Fort and Megyn Kelly. A Google spokesperson says Google did not comply. https://blossom.primal.net/bfe0e6f7fa12ce505daa4410a1fc0261e44b13f8b10708a0b76dad3e97cbd2b2.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Claroc says 35,578 of 37,571 live apps built with SpaceXSI's Grok Build opened for anyone on the internet, no sign-in. That includes 24 built by SpaceXSI and X staff. How did anyone find them? • Every published app gets its own web address, with a random string as the "secret" • Passive DNS services log those hostnames, so the links can be found there • The 24 staff apps held a confidential sales onboarding plan, a territory map covering 594 accounts and advertising proposals • Claroc says the publish screen in its paid account preselected "Anyone with the link" • Claroc says ChatGPT's builder kept new apps on "Only me" until it changed the setting • SpaceXSI pulled its 24 apps after Ars Technica asked A Cursor representative told Ars that apps are private by default and nothing goes public unless the creator chooses to share it. Claroc says its tests show otherwise. Shared chats from Claude, ChatGPT and Gemini keep the secret in the URL path, so DNS never sees it. If the company's own sales plans ended up in the same open pile as everyone else's, what chance does a regular user have? https://blossom.primal.net/f8aec1f18a32c6026eafbd998f241209e824b24c727981bcaa81311712a40f23.jpg https://blossom.primal.net/d7f0e36dd4e794a2e5211d874a031a881b51f6982f351106c96cd370bc3caf9d.jpg https://blossom.primal.net/677383f8a2a134751cfe789e7ba1b2c19416efaa0dd2fc4002df2db6e9f492c9.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trump still wants the US government to buy bitcoin, says Patrick Witt, the former White House crypto adviser. The catch is that the Strategic Bitcoin Reserve was set up by executive order, funded mainly by forfeited coins, and that order doesn't allow open-market buying. https://blossom.primal.net/78cec27eb924b9b87423e5c44b49233bda35639e90fbca795668fd79a6a2f1d0.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC JPMorgan analysts estimated in 2025 that if MSCI removes Strategy from its indexes, passive funds would have to sell about $2.8 billion of MSTR stock. It's the shares that get dumped, not the bitcoin. Strategy would not be forced to sell a single one. https://blossom.primal.net/cacc56586ea6d5945b674095c1811e5f4fcc6e69509b9bb0eeed761ed80c1328.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Anthropic told IPO investors its Mythos model got Claude running on AMD GPUs in 3 days with "basically no human intervention." Bringing up a new chip used to take "dozens of engineers months of work." Claude ported or wrote "almost 100% of the kernels." https://blossom.primal.net/06078075920289fed039adb159a567d7988466b1ed3c484cfadf666f57909e4c.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A federal appeals court just called the DOJ's secret LinkedIn order for journalists' data "substantially overbroad." Fewer than 5% of their articles appear tied to the leak, so why ask for everything? • The order covered 18 months of the journalists' communications metadata • They published nearly 1,000 articles in that window • The metadata would identify every user, and so every confidential source, they corresponded with on LinkedIn about those stories • LinkedIn was barred from telling affected users for at least a year, which the court said poses an "obvious" risk to the journalists' First Amendment interests • The panel was unanimous, with Judge J. Harvie Wilkinson III writing, and faulted the district judge for giving "blanket approval to the government's broad request" It is not a clean win. The court rejected LinkedIn's request to quash the order and sent it back so the district court can narrow it, so some version of the order survives. A platform that holds your messages can be ordered to hand over who you talked to, and be gagged from telling you. Worth remembering the next time a company says it takes your privacy seriously. https://blossom.primal.net/1051c76be5c16b89dd68fd97847ace5dba965ef42d8f0371fc29ce9a462c15e9.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin Core disclosed three bugs today, all fixed in releases that shipped over a year ago. The worst, rated High, could leave a mining node unable to build blocks after a reorg until it was restarted. Still running anything older than 29.2 or 30.0? Be aware. https://blossom.primal.net/1fa5838e8ad88834bbc2cd9842797fdfb18128a624aa2133d2747d940bf17e65.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Analysts expected a ¥129 billion profit from SoftBank. It lost ¥1.12 trillion, roughly $7 billion, its first net loss in almost two years. So where did the money go, and who else is exposed? • A writedown of about $3.7 billion (roughly ¥600 billion) tied to power equipment for its US AI data centers, including the 8-gigawatt Ohio project, with nonrefundable advance payments to equipment makers part of it • The value of its Intel holding fell and financing costs rose • Shares dropped as much as 11% in Tokyo, to a low of ¥3,465 • GE Vernova and Bloom Energy shares fell Tuesday on the news • The same quarter a year earlier was a profit of about $16 billion Bloomberg reports the CFO, Yoshimitsu Goto, says there are no plans to downsize the Ohio project, but SoftBank is doing a "thorough reassessment" that includes its procurement strategy. Nonrefundable deposits are a bet that the buildout goes exactly to plan, and SoftBank just paid to find out it doesn't always. The dip in GE Vernova and Bloom Energy shows the market is watching demand for this equipment. With financing costs rising too, we should all be watching how this AI spending is being funded. https://blossom.primal.net/2dd618612f4a233505a92e3e2322647ffe895831d263bd39de19e6957be7b89a.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "But the timing of the release of this is just obviously like very, very notable, like right after midterms." @npub1g0e…l966 on why the Jensen Huang spy story timing is no coincidence. https://blossom.primal.net/35d5ba8cd7387162e11b48c9b89714ea2fad90876d01d6771aa91252d09b6d39.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A Republican congressman just told Pete Hegseth to get out before Democrats take over, warning they "are not going to be as polite as I am." Rep. Thomas Massie said it on CNN's The Source, the day his own party shelved his Hegseth impeachment. • Massie filed eight articles of impeachment on Nov 9, three of them over the Iran war and the War Powers Resolution of 1973 • The House voted 211-204 to send them to committee, which effectively kills them • Massie was the only Republican to vote with Democrats • He told CNN there is a "high probability" Hegseth won't make it to the end of the year • Asked whether Hegseth should cut bait, he said "That's exactly what I'm saying." • Hegseth called the effort a "farce" and a "stunt"; Trump said he would stand by Hegseth and called Massie "a stone cold loser" Democrats take the House in January, so Massie's warning is that the Iran war questions get a much rougher hearing then than the one his own party just gave them. If Congress can bury a war powers charge in committee this easily, who is the war actually answerable to? https://blossom.primal.net/4a029907adc92ce7a357a96022d7daaa66bda81b2e308424ad45d3bc1864ec04.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The House voted 211-204 to shelve Massie's impeachment of Pete Hegseth, and nearly a dozen Democrats skipped the vote. It was a motion to refer to committee, so Massie's charges, including an Iran war without congressional authorization, never got a direct vote. https://blossom.primal.net/cf720ce60cb48db7f14cd26454bfaa0d4e5d2c1e702cc6eeaf50baa9ae02b2d6.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "you're buying the insurance after the fact when you need it most desperately" @npub1guh…6hjy and @npub1g0e…l966 on the brutal hedge fund blowout and record put buying. https://blossom.primal.net/cf80fd560be8c690a31c348a5f0987b5c5225be3c10054ead839f9b72c67fe38.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "then you kind of start looking down the barrel of something that looks a lot more like this again, right?" @npub1g0e…l966 on how a stalled AI build out leads back to debasement. https://blossom.primal.net/05df581d5a200650e0af681c268dcded3f7fa0f389a6f557ba2aaa12af07eccf.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "That's clearly created a lot of crowding out for capital" @npub1g0e…l966 on why AI is crowding capital out of Bitcoin. https://blossom.primal.net/2d656caf55cf09c2b3ad09250b50281fb7c158279f25614abc7873b675217818.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Comcast's layoff filings add up to 994 jobs, and the company says that is not all of them. Some cuts fall below the size that triggers a filing, so they never show up. Comcast has not given a total. • 634 jobs in Pennsylvania, 159 in Washington, 119 in New Jersey, 82 in California • Comcast told Bloomberg some cuts fell below the filing threshold • A fourth quarter charge of more than $1 billion for the restructuring • 144,000 domestic residential broadband customers lost in the third quarter • More than 1,100 new roles planned, over 500 of them in Philadelphia Broadband customers are leaving, and executives are expanding AI agents to handle customer service. Comcast is cutting jobs in one part of the business and hiring for new roles in another. The filings are a floor. The real total is still unknown. https://blossom.primal.net/f59d669d297f4b0599125fb7086265bae9b9720d166398961af549b777acc836.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Across, a crosschain bridge, just told users not to connect their wallets to its app. "Do NOT visit the app, connect your wallet, or sign any transaction or approval there until further notice." It says it is investigating an issue with its domain. https://blossom.primal.net/999de2e5d0c3425b3296a762e702d6dd15d1c2a75e321cac5d2d39a8c6815aa1.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Ledger's signing SDK reports to Ledger's servers every time a transaction is signed, on by default, Ambire's developers say. The report includes the recipient or contract address. Privacy should be the default. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Move abroad or leave by the end of the year. That is the choice IBM is giving affected staff in Consulting, according to a company document cited by Bloomberg. IBM confirmed it is ending visa and green card sponsorship for most roles in the unit, which has 150,000+ staff. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin holders have swapped about $3.6 billion of directly held BTC into BlackRock's IBIT since in-kind creations were approved, says BlackRock digital assets head Robbie Mitchnick. He says the main driver is security concerns. They traded their keys for a ticker. https://blossom.primal.net/708b6c1f21ef8958f9534a6f9236e27d4dd4ea76ae5e5209a12033efa541dd61.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin fell from $74,753 to $72,770 in 45 minutes this morning, down 2.7%. That's its lowest price since Aug 20, and 10.3% below where it traded last Wednesday at $81,131. https://blossom.primal.net/4ab7225c85d87c3b0e2968be9f6a255dc3e7ca94e15ca1ad71d1e29c48b1ba22.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Google DeepMind says it has mathematically proven key security properties of the machine code behind Signal. Not the design on paper. The compiled code. DeepMind's Pushmeet Kohli calls it the first time the production code of a widely deployed protocol has been formally verified, "by any method, with or without AI," and at this depth. • The proofs cover Signal's post-quantum PQXDH handshake and the Triple Ratchet • Properties proven: forward secrecy, authentication, post-compromise security and handshake secrecy • AI agents wrote the Lean proofs • Human experts reviewed every specification before any proof ran Formal verification is extremely complex and time consuming, which is why most software never gets it. DeepMind's pitch is that AI can change that. If that holds, the bar for privacy tools moves. Proof instead of promises. https://blossom.primal.net/244d10c1e17bb07f870c3b31a204bc98cbc0d44f8a36599efaeabab73e8fab0b.jpg https://blossom.primal.net/2b13c6fc816f6e17690afa0bd48e71ad6145f24ddb33126d02b69067251866e5.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Riot isn't the only miner selling. MARA sold 13,597 bitcoin after September 30 for about $1.1 billion. That's roughly 40% of the 34,012 it held at quarter-end. $750 million of it went to repay bitcoin-backed loans. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Hegseth says Iran, cartels, Maduro and Yemen were all "notified to Congress." Massie's charge is that the Iran war had no declaration of war and no statutory authorization. Notified is not authorized. That gap is the whole fight. https://blossom.primal.net/a54c36932876ea688512d20717a96d1cc61abe426ed469d1bd39507cff74498a.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Texas midterm numbers deserve scrutiny. 2022 Governor race: 4.4M Republican votes, 3.6M Democrat votes. 2026 Governor race: 4.5M Republican votes, 5.2M Democrat votes. Republicans actually increased their turnout by ~100K. But Democrats somehow added 1.6 million new voters in a midterm cycle. For context, Kamala Harris got 4.8M votes in Texas during the 2024 Presidential election, the highest turnout election type. Democrats just beat that by 400K votes in a midterm governor's race. Midterms historically have lower turnout than presidential years. Texas followed that pattern in 2022. Not in 2026. The question isn't whether the numbers are real. It's whether anyone in a position of authority will ask how. https://blossom.primal.net/199c16cdc14f3903450241f411eb27ddbae6d80afa8f1b7cc9643e0f7f66303e.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC 97 Texas counties reported voter registrations exceeding their adult citizen population in the 2026 midterms. Montgomery County: 107.6% (34,319 over) Collin County: 104.0% (30,557 over) Fort Bend County: 104.1% (23,122 over) Williamson County: 103.0% (13,816 over) Denton County: 102.0% (13,466 over) Those totals include 1.76 million "suspense voters," registrations flagged because the voter never responded to an address confirmation notice or their mail came back undeliverable. They can still cast a ballot by confirming their address at the polls. Whether this is explained by Census estimates lagging explosive suburban growth or something worse, the fact that Texas can't answer that question definitively is the problem. You can't run credible elections on voter rolls you can't reconcile against the actual population. Clean the rolls or don't act surprised when nobody trusts the results. https://blossom.primal.net/515d49e7061af63a46343d4b2a4952dcb8d2e222844f892f077a1e63e7b299a8.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Hegseth calls Massie's push to impeach him "a political spectacle, a personal manifesto driven by ego and resentment." Massie's charge: the Iran war ran more than 90 days without congressional authorization. The resolution is privileged, so it forces a House vote. https://blossom.primal.net/eedcd00f61ac819273d6b7cef8fcf3980c7df9a0831b9b3cb8946f30236d53e2.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "He is executing on President Trump's mission." That's Attorney General Todd Blanche defending Pete Hegseth as Massie's impeachment articles move in the House. One charge: a war without congressional approval. The defense: loyalty to the president and DOJ cover. https://blossom.primal.net/da969d1b058a3a2042195f66a03ad54dbc2934a2c1a351c91dd77a25a79ea51c.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Oil just lost about $15 a barrel in eight days. WTI went from about $100 on Nov 2 to about $85. Brent fell below $90 for the first time since August. Traders are betting Washington backs off the Iran war. How it happened: • Nov 2: Iran's president said Supreme Leader Mojtaba Khamenei gave the government authority for peace talks, and oil dropped sharply • Nov 3: Democrats won both chambers of Congress • Nov 4: JD Vance said "The reason we lost is the war." • Nov 5: the S&P 500 fell 4.36% and Nvidia fell 9.26% Trump also said he'd hold off on new strikes after appeals from Qatar and others, but he's keeping the naval blockade in place for now. The Strait of Hormuz carries about a fifth of the world's energy, and flows through it have largely recovered. Eurasia Group's Gregory Brew says Brent is unlikely to fall below $90 without durable de-escalation and a US-Iran deal. A tanker was reportedly hit by an unknown projectile in the strait over the weekend. One policy decision in Washington can move the global price of energy by double digits in days. https://blossom.primal.net/e0a2b04324ef214fe89ab88f420cc3b0d410ab3b14a664ce603a68b78e0ee0e9.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Miami-Dade County now takes bitcoin for property taxes. Officials floated it in 2021 and 2022. It took until now. But the county won't touch a single coin, and that's the part worth reading. The details from the Tax Collector's announcement and local coverage: • Tax Collector Dariel Fernandez announced it Monday, Nov 9 • A third-party system converts the bitcoin to U.S. dollars • The office says it will not hold any cryptocurrency • It says it receives the full amount of taxes owed regardless of bitcoin's value at the time of the transaction • Only property taxes are covered. Fines, fees and licenses are not • Cash, checks, credit cards and debit cards remain available and unchanged This is a payment rail, not a treasury move. By the office's account, the county takes no price risk and holds no bitcoin. It is also the county Tax Collector, not the City of Miami, doing this. Still, a government office that deals in dollars now has to build a pipe for people who earn and save in bitcoin. Taxpayers can now settle a government bill with money no government prints. That's the point. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The FBI got a warrant for a sitting congressman's personal Gmail, seized his phone a month later, and has not charged him. A judge unsealed the paperwork over Rep. Andy Ogles' objection. • In July 2024 the FBI served Google with a search warrant for Ogles' personal Gmail account • About a month later, after his August primary, agents executed a separate warrant for his cell phone • A magistrate approved the searches on probable cause tied to possible false campaign-finance statements. That is not a finding that he committed a crime • Scripps Media, parent of NewsChannel 5, moved on Aug. 13, 2026 to unseal. The US took no position but said it may seek redactions. Ogles opposed • The judge rejected his privacy arguments, and the released affidavits are heavily redacted • In May 2026, DOJ lawyers told Ogles' team they would return his phone and destroy the emails Ogles has not been charged. A search warrant is one judge's signature, and the data sits on a company's servers. The public got a look at the file because a news outlet asked a court to open it. Messages stored on someone else's servers are one signature away from the government. https://blossom.primal.net/ac7a069c3488cbe3a8b8fa7944ffb87d4272776ea6261bfe89539d888b58d6b0.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC France says Iran's Revolutionary Guards cooked the fridges at about 700 supermarkets. Temperatures reportedly hit 50C. Food spoiled and fires broke out. Paris prosecutors want arrest warrants for the head of the Guards cyber unit and his two deputies. https://blossom.primal.net/8806ebcd9eb34f618bcafe7cfaa7eb524d42edac69a6966c437ef08807f85e41.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A Nobel laureate's group is about to show its work on OpenAI's AI-written proof of quantum Yang-Mills existence. The full Lean code and the group's own validation go public Wednesday. Open code means anyone can check the work. https://blossom.primal.net/7c94a2f8cfe544f650d065df7863cca7794495952416384202bf9be20f31ed35.jpg https://blossom.primal.net/b7cf76ce413d013b1ebcf26cf401bc57a6e93d77a45787cfbe0467543c71f5c9.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A video posted by Bulwark Clips attributes this to Trump: "No, I will not approve wind turbines." It also attributes "I know, but I won't approve it" to him in response to a reporter. I found no independent transcript or wire copy confirming the wording, so treat the quotes as attributed, not verified. The bill in question is the Bipartisan American Affordability and Jobs Act, introduced Sept. 30, 2026, with a Senate vote targeted for after the Nov. 3 midterms. In March 2026, Trump said he would try to have no windmills built in the U.S. during his term. https://blossom.primal.net/058d45ef9ba6d03d72cb55b97bcc81f83d3d25de7533e78090e26376d710066b.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Senate scheduled a procedural cloture vote for Monday, Nov. 9, on the motion to proceed to S. 5653, the permitting bill known as BAAJA. A vote on the motion to proceed does not pass the bill. I could not find a roll call record or wire report confirming the result or the tally, so treat any count as unconfirmed. https://blossom.primal.net/8d10c84dc824462c5ec34098da3e5ce1700246b91e9da1266858df6b463a66a7.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Sen. Schumer spoke on the Senate floor about Pete Hegseth. In a clip of his remarks, Schumer is quoted as saying: "The Senate needs to put Pete Hegseth on trial so we can remove him for his catastrophic failure in Iran." The exact wording has not been independently confirmed. The context: Rep. Thomas Massie filed articles of impeachment against Hegseth over the Iran war and boat strikes. Hegseth called the effort a 'sham'. https://blossom.primal.net/bcfc1b859cff061f6a1b99b61a33c152efe58e7c830a6d1571d9a66ca9b82cce.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Progressive Democrat Brad Lander of New York says he'd like to impeach Pete Hegseth, Kash Patel and RFK Jr.: "I'd like to impeach Pete Hegseth. I'd like to impeach Kash Patel. I'd like to impeach RFK Jr. They've all sold out the American people." Cyril Jefferson said: "Right now, the best course correction would be the impeachment of Pete Hegseth." Manu Raju (Manu Raju) posted both quotes in a video on Nov. 9. Rep. Thomas Massie (R-KY) read eight articles of impeachment against Hegseth on the House floor in mid-September. On Nov. 6, Hakeem Jeffries called for Hegseth's removal but stopped short of backing impeachment. https://blossom.primal.net/99916b2d606cb85c6e199916d22d2b06f622fb22524d712db83dd8698876e6a8.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Rep. Thomas Massie read his eight articles of impeachment against Hegseth on the House floor, then spoke outside the Capitol. The articles center on the Iran war without congressional authorization and allege extrajudicial killings. "We're not indicting Hegseth for being bad at his job. In fact, he was very effective at killing schoolchildren in Iran. He was very effective at extrajudicial killings." https://blossom.primal.net/5ce7b3c2fb219c5d07d746ea4354d27a122a1a7f3a24b130cbdb2178f78c2a0e.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Anthropic has filed for a Nasdaq IPO and can start pitching investors as early as Tuesday, Bloomberg reports. The fear gauge briefly topped 25 last week. Matt Kennedy of Renaissance Capital says that's a zone where companies typically postpone IPOs. Anthropic is pressing ahead. https://blossom.primal.net/ee225fef2ade33da4d45ab796364bb749174d1ed167db077ae112b4154afc996.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC California just ordered CoinFlip to pay more than $4.8 million to scam victims, plus more than $350,000 in fees the state says were illegally excessive. The regulator's core charge is that since 2021 the company failed to properly identify who was using its machines. • Since 2021, DFPI says CoinFlip "failed to appropriately identify who uses its products and services" • It also failed to detect, prevent, report and mitigate suspicious activity • About 500 of its kiosks operate in California, typically in grocery stores, convenience stores and gas stations • It accepted more than $1,000 from customers in a single day, over the state limit • It skipped required pre-transaction written disclosures • DFPI cites California's Digital Financial Assets Law, its Consumer Financial Protection Law and federal anti-money-laundering law CoinFlip is not the first. DFPI has already acted against Coinme, Coinhub, Coin Time and Athena Bitcoin. If regulators keep making operators pay for their own compliance gaps, expect kiosks to turn into identity checkpoints. Scam victims are ordered paid back. Everyone else may get a surveillance checkpoint at the gas station. https://blossom.primal.net/2af27fc91e417e71f26f45bb2ff45bd662347f2c4a0e114fdf4d5fd15eee6b30.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Anthropic has shipped Claude Fable 5.2 and Mythos 5.2, about 10 weeks after 5.1. It says they're "designed to tackle the most daunting technical challenges," with gains in coding, reasoning and vision. Three versions in five months. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bernie Sanders wants Democrats to lower the Medicare eligibility age from 65 to 55 "as an immediate first step," and says they can do it with 51 Senate votes. Democrats won control of the House and Senate on Nov. 3 and take over in January. What Sanders is asking for: • Medicare eligibility age cut from 65 to 55 • Dental, vision and hearing added to Medicare • Universal coverage for children through age 19 • Passage through reconciliation, which needs 51 Senate votes Sanders is expected to chair the Senate HELP Committee. He told CNN he thinks the support is there: "We're getting more and more in the Senate." The catch is the White House. Sanders said he is "not absolutely certain that Trump would not sign it." Without a signature, a veto override needs two-thirds of both chambers. Rep. Ro Khanna says Democrats should pass it anyway and force Trump to veto it. This is being sold as Medicare for All, but the actual first ask is a much bigger Medicare, and the veto math makes it a messaging fight before it is a law. Everyone in Washington will argue over who gets covered. Far fewer will say who pays. https://blossom.primal.net/321f68d7d079f4398040899101f57c36147c74f4105e0544305ab39073f5f135.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Marco Rubio called Iran's demands "simply unacceptable." On Monday, Qatar's prime minister, fresh from Tehran, meets Trump and, separately, Vance anyway. Reports say no imminent deal is in sight. https://blossom.primal.net/6f3c0cd7eeaa1065079bb7a2dff8f1cf4c83e1d810d42d94e2781bf985dfc1a9.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin hit $69,000 in November 2021. The BLS inflation calculator says that equals $83,644 today. Bitcoin trades around $74,500, so in real terms it's still about 11% below its 2021 high. Five years later. The numbers: • $69,000 in November 2021 equals $83,644 today on the BLS calculator, about 21% more dollars • Fortune put bitcoin at $74,549 at 7:30 a.m. ET on Monday • FXStreet described a fifth straight weekly loss • FXStreet reported about $412 million in net outflows from US spot bitcoin ETFs on Friday And that's the government's own inflation measure. The price is only half the story. The ruler keeps shrinking too, and every dollar-denominated chart quietly hides it. A small gain in dollar terms can still be a real loss when the dollar loses buying power. That's the cost of measuring everything in fiat. https://blossom.primal.net/ab16879d2b4765187353bfd9987f84ca2162b11d1252cb1fac20b865ef0788bb.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trump is questioning the midterm results after the GOP's sweeping losses, and the machines are his target. Before the vote, he said he would accept the results only if they were "honest," and that if they weren't, "something else has to happen." What the record shows • He has called voting machines "Highly Inaccurate" and said he would sign an executive order to end mail-in ballots and those machines, with no evidence • The AP reported no evidence of widespread voter fraud on Election Day • ProPublica found only isolated voting problems, and Snopes found no evidence that machines switched votes • In Westchester County, ballot readers struggled with thick paper and some polls stayed open longer, and no verified evidence shows machines altered votes No evidence has surfaced that the machines changed the outcome. When the standard for an honest election is who won, the standard is the problem. https://blossom.primal.net/615c5b700a681473a15f70162a4320d1abd47f84fc8ec8b6876216a2eef4c372.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trump says someone else will pay for the Iran war. On 60 Minutes he said "Those countries that we've protected are going to pay us back any and all costs that we've had for the war." No figure. No timeline. Just "100%." https://blossom.primal.net/9b2efaaafdb37ced74de366098e8401a055f68a32e4792400227af6924d5193a.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Iran just gave the White House two days to accept its proposal or see its forces "rain down hell." Foreign Minister Araghchi says Iran will reopen Hormuz within two days if the US meets its terms, including an end to fighting on all fronts and lifting its port blockade. https://blossom.primal.net/8db6d7717da4d1bf423c96969325f3c1d3a0ad363b2fa7a53b81227833b51c19.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC HSBC, Barclays, Lloyds, NatWest and Nationwide have blocked or restricted AI agents from customer accounts, the Telegraph reported. McKinsey says up to £700bn could move out of low-paying savings. It is unclear who pays if a bot mismanages your money. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Aaronson-Ambainis conjecture has been open since 2008. A 2020 claimed proof turned out to have a flaw. Now Physical Superintelligence says an unreleased Anthropic model proved it. PSI didn't name the model. An AI result nobody outside can test or use is hard to check. https://blossom.primal.net/f759f5ab3fac6d4ca54ae0d37f1a7e7cf0cec6adcb0e3816457845d4af557dd1.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Bitcoin fell from $75,690 to $73,477 in 15 minutes late Sunday afternoon, its lowest price since August. On Wednesday it traded above $81,000. That's a 9% drop in four days. Weekend markets are thin, and a fast drop like this tends to flush out leveraged longs. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Google DeepMind says its AI agents found two new attacks on 1024-bit RSA. One forges signatures an estimated 1,600 times faster than the previous best method, when an attacker controls only a small part of the signed data. The other makes each extra key about 30 times cheaper to crack in bulk. Both figures are DeepMind's estimates. 2048-bit RSA is not affected. https://blossom.primal.net/99ad5860d9309528db30c38c02cbca6b83212463027d2cc76882356c3b6bd94a.png npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Jensen Huang has admitted to an affair with a woman US intelligence officials suspect of spying for China. "I was unfaithful to my wife. My actions hurt her and our children. There is no excuse for what I did." That's from a draft email to Nvidia staff, obtained by Axios. Nvidia's board has opened an independent probe and says it has no reason to believe national security or company secrets were compromised. He remains CEO. https://blossom.primal.net/e4e814e7c9663c1e4df683821691cea7afb8d31fdb882500953442918b58df4d.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC LNbits told every user to shut down. "All LNbits users should stop their LNbits servers IMMEDIATELY." It cites "a wave of attacks" and patches still to come. Self-hosting means you pull the plug. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Trump's former White House AI and crypto czar says the Iran war lost the midterms. David Sacks: "Republicans lost the midterms because of the war and its economic consequences." His fix is to end the war now. Then, he says, inflation "will drop quickly." https://blossom.primal.net/958feebce26148002cdce9bf01acbab09b7db407a15d25404273654febc68fc5.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC House GOP leaders are bracing for enough Republicans to join Democrats and pass impeachment of Defense Secretary Pete Hegseth over the Iran war this week, Axios reports. Trump said Thursday he has "every intention" of keeping Hegseth. Removal would take 67 senators. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Leveraged ETFs pulled in a record $3.3 billion on Thursday, while inverse ETFs lost a record $2.2 billion, per Goldman Sachs data. That was the day the Nasdaq 100 fell 6.4%, its worst session since March 2020. https://blossom.primal.net/08931de42fb79c35f88c8771fded97d64c9df3347ba030a6c86f3d38926d3108.jpg npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC A crypto holder in France scared off kidnappers by firing a Glock from his window. A court just sentenced him to 30 months in prison. The case turns on where the attackers were when he pulled the trigger. The facts, per French press reports: • The attempted kidnapping happened at La Roche-sur-Yon, in Vendée, on 31 October 2026 • The victim, a 23-year-old identified as Ayman R., fired from a window. He reportedly said he did it out of panic • The attackers fled without taking him and left behind a vehicle reported as stolen • Prosecutors first opened an attempted murder investigation and police arrested him • The sentence is 30 months in prison, plus a 15-year ban on carrying a weapon Prosecutors called the shot revenge, not self-defense, because the attackers were already leaving. French law requires a response proportionate to an immediate threat, and prosecutors argued that once the attackers were running, there was none. France has been hit by a wave of crypto kidnappings, and in April 2026 prosecutors charged 88 people in connected cases. A man scared off his attackers, then got prison for the shot. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC Vals AI ran DeepSeek V4.1 Flash and GPT-6 Sol through its CyberBench test. Sol won, 77.98% to 73.69%. Sol cost $1.34 a test. DeepSeek cost $0.11. About 12 times the price for a four point edge. And DeepSeek's weights are public. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC AI robot safety has a camera problem. Robocurve gave 5 frontier models (Claude, GPT-6, Gemini) real robot arms and unsafe orders like stabbing a baby doll or mixing bleach and ammonia. How often they tried: Clean footage: 27% Blurred: 88% Doctored to look harmless: 97% https://blossom.primal.net/f8af1ab3022dd50e7f3a3f3d6d5759e36d042eb5f2154f6271d5bac53258c693.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "the regulators literally made it worse, not better" E.J. Antoni Ph.D. on how the EPA start-stop rule made emissions worse. https://blossom.primal.net/c1d481d5e36c1396d20fe5172ea79b6f1fd79712954ea3d4468399e4ffa4faac.mp4 npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC The Binance hackers have swapped about $175 million in stolen altcoins into roughly 2,300 bitcoin, according to Elliptic. The laundering spans 16 blockchains, more than 20,000 wallets and 65,000 transactions. Elliptic's count was $124 million a day earlier. npub1sk7mtp67zy7uex2f3dr5vdjynzpwu9dpc7q4f2c8cpjmguee6eeq56jraw TFTC "She's kind of backed him into a corner and he doesn't have a good way out." E.J. Antoni Ph.D. on how Yellen's hedge fund style Treasury trapped Bessent. https://blossom.primal.net/51c0022e227171515a25d998e11842069cae2b8e041b4cb8b6a315b034256aad.mp4