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 is becoming more than a chip vendor as the AI buildout turns into a financing stack of capital, offtake, and datacenters.

• Giga Energy’s GigaBase shows bitcoin mining-style power infrastructure discipline moving into AI data centers.

• Michael Howell says global liquidity may be levelling off around $194.1T as China weakens, the BOJ and ECB tighten at the margin, and the dollar bites.

• Blockstream Research flagged DahLIAS as a draft BIP foundation for future BIP340 signature aggregation and CISA work.

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