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Google Chips Break NVIDIA Monopoly, Lightning Infrastructure Advances, Post-Quantum Bitcoin Research
Show notes:
• Google TPU competition fragmenting NVIDIA monopoly. Gemini 3 and Opus 4.5 trained on TPUs. More competition, cheaper compute, faster buildout.
• LDK Server ships, powers 25% of Lightning volume (Cash App, Square). Splicing, BOLT 12, async payments.
• Brink funds post-quantum Bitcoin research. SHRINCS toward BIP draft. 30% of supply quantum-exposed.
• PlebBase: open hardware mining scaling faster than its infrastructure. Structure is the next hurdle.
• Luxor 4CP season in Texas. Miners as grid demand response.
• Howell: liquidity edges higher on narrow drivers, headwinds persist.
• On-chain: LTH-SOPR 0.82, net losses -$735M, STH $8,500 underwater.
• Sparrow Wallet 2.5.2 with Silent Payments.
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By TFTCShow notes:
• Google TPU competition fragmenting NVIDIA monopoly. Gemini 3 and Opus 4.5 trained on TPUs. More competition, cheaper compute, faster buildout.
• LDK Server ships, powers 25% of Lightning volume (Cash App, Square). Splicing, BOLT 12, async payments.
• Brink funds post-quantum Bitcoin research. SHRINCS toward BIP draft. 30% of supply quantum-exposed.
• PlebBase: open hardware mining scaling faster than its infrastructure. Structure is the next hurdle.
• Luxor 4CP season in Texas. Miners as grid demand response.
• Howell: liquidity edges higher on narrow drivers, headwinds persist.
• On-chain: LTH-SOPR 0.82, net losses -$735M, STH $8,500 underwater.
• Sparrow Wallet 2.5.2 with Silent Payments.