They are using F-16 to shoot down drones? It makes for a very good videogame or top gun movie... But it sends a very worrying signal about the supply of interceptors. I'm not sure that it makes financial sense to lose an F-16 to take down two shaheds...

In their effort to deny the Hormuz Bitcoin toll news, they have confirmed a bunch of things about Iran, Russia, Venezuela and China that were only rumours until now. Chainanalysis, TRM and the usual suspects (Udi, you spook!) have all jumped to deny. But the fact that Bitcoin is being used for billions in energy deals is out. It's only a matter of time now. The incentives are clear. Let the game theory play out.

Is Iran Collecting Hormuz Tolls in Bitcoin? This Crypto Intelligence Firm Is Skeptical

Very interesting article on the yuan #cbdc The e-CNY continues to fail to attract users. https://www.zerohedge.com/geopolitical/great-retreat-beijings-digital-currency-ambitions-are-faltering

Scott Bessent: Digital Asset Rules Need Clarity https://www.wsj.com/opinion/digital-assets-rules-need-clarity-6dfcab70

Quick update from @River

Iran officially confirmed to accept Bitcoin for Hormuz toll. I did not expect this to happen so fast! https://www.ft.com/content/02aefac4-ea62-48db-9326-c0da373b11b8

There are a million lies in the headlines today, but if we go to primary sources, what Trump has said and Iran's National Security Council statement on the ceasefire are very, very different:

Middle East Eye

Full text of Iran's National Security Council statement on ceasefire

Tehran claims victory, outlines 10-point plan and confirms talks with US in Islamabad

Key questions on the ceasefire: Can the US control Israel? Can Iran govt control the IRGC? If the answer to any is no, the ceasefire will not last.

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I'm counting 5 KCs around TVA now. I've never seen so many in the air at the same time. Something is brewing.

Read carefully. They say quite clearly what they want. https://www.weforum.org/stories/2026/02/this-is-the-future-of-money-according-to-4-experts/