The Bitcoin Brief

Generational Entry, Iran USDT Toll, Blackstone Gates, Apple iMessage Agents


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• Bear market cycle lows tell the real story: $152, $3,200, $15,500, $60,000. Each floor higher than the last top.

• Iran collecting Hormuz tolls in Tether. A stablecoin the US can freeze with a button. Bitcoin doesn't have this problem.

• UK police used a victim's own crime report to unmask her anonymous Twitter account

• Blackstone gates BCRED for the first time ever. $79B fund, only honoring 5% of redemptions.

• Private credit issuance collapsed 40%. Tokenized credit tripled to $14B.

• OPEC+ output hike "means very little while Hormuz remains closed." War at 100 days.

• Apple approved first AI agent on iMessage. OpenAI ships Codex Sites. DeepSeek closes the gap.

• LA mayor race: 43,000-vote mail-in swing after Raman had conceded

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The Bitcoin BriefBy TFTC