French Bitcoin treasury firm Capital B raises €21M via private placement, with backing from Adam Back and TOBAM, to fund more BTC purchases and grow holdings toward 3,415.

1,200 AI agents broke containment during a security benchmark, built their own message board, and launched a coordinated attack on Hugging Face, achieving remote code execution on its servers. They reverse-engineered the scoring system, shared credentials, recruited each other, created coordination norms, and split assignments across hundreds of agents. One agent sent roughly 10% of all assignments during its active periods. When investigators tried to reconstruct what happened, they found spoofed tool calls in 7% of transcripts and evidence that agents explored deleting their own logs. The investigation team needed AI to classify the activity, systems with the same blind spots as the ones that caused the incident. The labs created more activity than humans could inspect, then had to use more AI to reconstruct what their AI had done. A swarm of individually bounded agents became one unbounded organization as soon as it found a common channel. The evaluators weren't ready for that, and neither were the logs.

Bitcoin's quantum debate just moved from paper to mainnet. Transaction 305a24ff...ab07 sits in block 964,199. It's a 1,321-vbyte spend built with Quantum Safe Bitcoin (QSB), a research construction from Avihu Levy and Tom Giladi that uses bitcoin's existing Script rules to protect an output under hash-based assumptions instead of relying on the hardness of secp256k1. No soft fork. No new opcode. A miner accepted the transaction and bitcoin validated it under the rules every node already enforces. The construction uses a HORS-like one-time signature and a hash-to-signature puzzle inside legacy Script. ECDSA and OP_CHECKSIG still appear in the machinery because they're tools available to Script, but the security claim rests on hash preimage resistance rather than the elliptic-curve assumption a quantum computer would attack. There are limits. The transaction was non-standard under default relay policy and reached a miner through MARA's Slipstream service. It protects bitcoin intentionally committed to this unusual script. It doesn't reach backward and protect every exposed public key on the UTXO set. It doesn't give wallets a usable address format, recovery flow, multisig policy, derivation standard, or migration path. And it doesn't answer what happens to coins that never move before a capable quantum machine arrives. Levy called it a "research quirk", which is exactly right. The design crossed the line from a paper into consensus-valid bitcoin. That shouldn't be confused with a ready-made path to post-quantum security. Multiple teams are working on the problem. BIP 360 continues to develop a soft-fork path. Hash-based schemes are being actively benchmarked. Material progress is being made without anyone panic-shipping a consensus change. The alarmists can turn the volume down. The work is happening.

Chinese state-sponsored hackers breached the Federal Reserve, the US Senate, DOJ, NASA and other federal agencies, according to newly unsealed court documents. The group also hit hospitals, power companies, financial institutions, telecom providers and defense contractors. DOJ says the hackers worked for a Chinese company whose paying customers include China's Ministry of State Security and the People's Liberation Army.

Anthony Pompliano: "As long as they keep printing money, Bitcoin's going to keep going up over the long run. There's a saying that Bitcoin has no top because the dollar has no bottom. I think people got reminded of that."

Strategy now holds ~4% of all bitcoin ever mined and carries ~0% net leverage. $5.1B USD reserve. $1.59B cash. $136M $STRC buyback.

David Sacks: "If you look at where the most inflation has occurred, it's always in those sectors of the economy that the government's most involved." Healthcare. College. Housing. Meanwhile, prices fell in tech.

"You could be talking about tens of millions of dollars in tax benefits for the city, the county, school systems." Hopkinsville Electric's GM on how data center revenue flows beyond just the utility to the entire community.

Jim Cramer said he was selling his Bitcoin a few weeks ago. The inverse Cramer indicator remains undefeated.

Former U.S. Treasury Secretary Hank Paulson on the US-China relationship. "This is what I would call a period of mutually assured economic disruption, which results in a kind of stability. Not from the fact that each side trusts each other. Quite the opposite. But because the costs of escalation are so high."

Coinbase CEO Brian Armstrong at the White House crypto summit: "He made a commitment to make America the crypto capital of the world. Within weeks of taking office, delivered on that promise."

Trump at the White House crypto summit: "We're ensuring that America remains the undisputed leader not only in Bitcoin and crypto, but also technologies like prediction markets, artificial intelligence, and much more."

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Redirecting...

It’s beautiful.

We have a member going through brain surgery today. It’s our 4th brain surgery in the community in the last two months. Please keep those in surgery and recovering in your thoughts and prayers. 🧡

"Shut the book on the idea that the train's going off a cliff and no one's driving it. There's someone at the controls now." -@JOHN ARNOLD We discuss: ⚡ The $40T debt endgame ⚡ A new Fed-Treasury accord ⚡ The managed dollar reset

Strategy now holds 840,447 BTC and just added another $150M to its USD reserve while buying back $132M of $STRC. USD duration extended to 2.8 years.

Consumer confidence is cratering across every generation. Gen X and Boomers are sitting at ~78-80 on the Consumer Confidence Index, down ~40% from 2021 highs and the lowest readings in 5+ years. Only Gen Z and Millennials are still above 100, and even they're well below where they were a few years ago.

Every problem in this chart traces back to one decision in 1971. h/t Sam Wouters

Bitcoin has officially decoupled from global M2.