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

• Iran launched "Hormuz Safe," a state-backed maritime insurance platform for the Strait of Hormuz settling in Bitcoin after OFAC froze $344M in USDT

• Jordi Visser warns AI supply chain hitting physics wall: motor oil shortages, DRAM momentum turning negative, "speed crash" thesis

• Charlie Bilello: BLS claims health insurance costs declined 20% in 5 years while CPI runs at 3.8% YoY

• Ken Griffin went from calling AI "garbage" at Davos to admitting it's replacing PhD teams at Citadel in 4 months

• US 30-year yield hits 5.16% (highest since 2008 run-up), Japan 10Y breaks 2.80% (29-year high)

• Saylor buys 24,869 BTC for $2.01B, Strategy now holds 843,738 BTC

• American university system collapsing: Clemson $1.5B in debt, Syracuse pausing 93 programs, 2007 baby bust hitting college age

• $800M oil bet placed 15 minutes before Trump's Iran announcement, CFTC investigating

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