Today's show notes:

• The $300 drone that ended the tank era: Hezbollah FPV drones vs Israeli armor, $700M emergency budget, Russia producing 7 million this year

• Wall Street telling three different stories, all of them bad: Vista credit fund gated, Goldman warning bonds intimidating stocks, Morgan Stanley asking if AI made the economy rate-insensitive

• Iran leaks "draft deal" to reopen Hormuz, White House calls it a complete fabrication

• Bitcoin Core v31.0: first cross-toolchain reproducible build

• Open-source AI hits frontier parity

• New Zealand's central bank joins the hawks

• No AI agent can complete 40% of tasks safely

• Someone suing to claim Satoshi's Bitcoin using lost-and-found law

Get the full written brief at tftc.io/bitcoin-brief