Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.

• BitMEX Research proposes a "canary fund" alternative to BIP-361 — only freeze quantum-vulnerable coins when an attack is proven on-chain

• The canary uses a NUMS address with a growing bounty, incentivizing public disclosure over silent theft

• Tether adds 951 BTC to reserves, crossing 97,141 BTC ($7.16B) — now the fifth-largest Bitcoin wallet

• BTC testing mid-$70K resistance on $53B+ in cumulative ETF inflows — institutional, not retail

• OPNEXT 2026 kicks off at The Times Center NYC with 150 devs debating OPCAT, OPCTV, and covenants

• Professor Jiang's viral CIA-Bitcoin conspiracy asks "where are the servers" — fails the IQ test

• SEC CLARITY Act roundtable today as regulatory vibe shifts from enforcement to engagement

• PPI jumps 6%+ annualized for third straight month — upstream inflation pass-through is coming

• Vehicle ownership costs up 36% since 2020 — the inflation CPI won't tell you about

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