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

• Google Quantum AI claims 1,200 qubits can break ECDSA. What's real and what's hype.

• Jonas Nick's SHRIMPS: 2.5 KB quantum-proof signatures for Bitcoin using only hash functions

• The three-layer research stack: SPHINCS+ paper → SHRINCS (324 bytes) → SHRIMPS (multi-device)

• Blockstream Research exploring lattice-based cryptography as alternative path

• BIP-360, OP_SHRINCSVERIFY, and the builders actually doing the work

• Schrödinger's BIP: why the "Bitcoin devs aren't moving fast enough" narrative is disingenuous

• BofA projects headline inflation surging to 4% as Hormuz flows collapse from 20M to under 2M barrels/day

• Powell at Harvard: "tariffs have a one-time impact on inflation" — signals no rate hikes

• Rabobank cuts US GDP to 1.8%, sees stagflation as base case

• CTAs sell $184B in equities, dealers short $7B gamma — the squeeze is pure mechanics

• Block and Sequoia: AI is coming for the org chart, not the workers

• Oracle fires 30,000 via 6 AM emails — AI as cover for restructuring

• Germany cuts silver content in commemorative coins by 46% — you can't debase 21 million

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