Block launches a bitcoin consumer ad. "How come every time them Wall Street boys crash the economy, they always get to keep the money? That makes no sense."

OpenAI fired three AI safety researchers for allegedly sharing confidential information with an outside organization. (mark_k): "Working on 'AI safety' doesn't give you a free pass to leak confidential information."

Clone Robotics showing off teleoperation of their anatomical hand design.

Fed rate hike odds for the October meeting fell from about 70% to 23% in four days after officials signaled no urgency for another increase.

Rep. Nick Begich makes the case for a permanent U.S. bitcoin reserve with a 20-year hold.

In a new TIME interview, Trump rejected the idea of nationalizing frontier AI labs but floated taking Intel-style equity stakes in OpenAI and Anthropic. "I might. Maybe I could do that." He pointed to the government's 10% stake in Intel as a model. OpenAI reportedly offered Washington a 5% stake back in July. Anthropic has denied any such talks.

Strategy drops a tutorial on $STRC.

A new Congressional Research Service report highlights how unstable the regulatory ground is for banks that want to touch bitcoin. Since 2017, federal regulators have repeatedly reversed course on which crypto activities banks can engage in as administrations and agency leadership change. Without legislation, any expansion stays vulnerable to reversal. The GENIUS Act already made stablecoin activities permissible for bank subsidiaries. But broader activities like custody, lending against Bitcoin collateral, and dealing in digital assets still depend on who's running the agencies.

iTrustCapital CEO says over 50% of client capital is going into bitcoin. "Investors have been allocating over time since that $58,000 low."

Macro analyst Jordi Visser on why AI agents are the next bitcoin catalyst: "For the Incumbents to invest, two things need to happen. They need to question the assets they own that are worth $900 trillion. At the same time, there needs to be a translator that's a language they understand. AI agents are another bridge."

The Dutch House passed the "Actual Return on Box 3" Act in February. If it survives the Senate, starting January 2028 the Netherlands would tax actual annual returns on wealth, including unrealized gains, at 36%. Bitcoin and other digital assets are already classified as Box 3 assets. Your bitcoin goes up 50%, you owe taxes on that gain without selling. It crashes the next year, you get a loss carry-forward but the prior bill doesn't unwind. A September 29 cabinet letter proposed that "financial instruments" like shares and bonds would be taxed only on sale from 2028, with other assets following in 2030. Bitcoin isn't named specifically, but Dutch coverage reads the implication as bitcoin ETPs potentially getting realization-based treatment while directly held bitcoin stays on annual mark-to-market until 2030. That classification isn't confirmed. If the distinction holds, the form of your bitcoin exposure determines your tax treatment. Not a direct attack on self-custody, but a structure that economically favors intermediated products over holding your own keys. The bill still needs Senate approval and there's been enough pushback that revisions are expected.

The gap between French and German 10-year yields widened 8 bps to 135 bps, the most since the eurozone debt crisis. French 5-year credit default swaps just hit their widest in 13 years.

The MOVE Index, Wall Street's gauge of Treasury volatility, jumped 45% in a few sessions to 110, its highest since March. The VIX is still sitting near its 2026 lows around 16.

Google CEO Sundar Pichai announces Gemini 4 Argon, their next frontier model. Says it's already being used extensively across Google for coding and quantum computing.

Samourai Wallet developer Keonne Rodriguez just published his latest letter from federal prison, documenting what he calls "the absolute worst 30 days of my life." Rodriguez was transferred from FPC Morgantown to FCI McKean, a facility four hours away. What should have been a short drive turned into a 30-day ordeal through the Bureau of Prisons transit system. Two trans-continental flights, three multi-hour bus rides, 23-hour lockdowns behind iron bars, and cell mates ranging from murderers to worse. He requested a transfer furlough to transport himself at his own expense. Minimum security classification, no incident reports, self-surrendered. "On June 8th my request was denied without explanation." Instead he was stripped, searched, shackled at the ankles and cuffed at the wrists, with a chain wrapped around his waist connecting it all together. "The end result being that you could not lift your arms or hands much higher than your waist, and you could walk only in painful short shuffling steps." He was loaded onto a Cold War-era plane with safety stickers in German and Russian, flown to the BOP's Oklahoma City transit hub, and packed into a concrete holding cell where inmates immediately began smoking K2 made from rat poison. The staff at OKC were "breathtaking in their incompetence. Every last officer was less than useless, all of them wearing an expression of bewilderment as to how they happened to stumble into this predicament of dealing with a plane load of convicts, as if normally they were payroll accountants or copy clerks." This is part one. Rodriguez is serving five years in federal prison for building non-custodial Bitcoin privacy software. Full letter:

The Rage

Letter #7: Notes from the Inside

Samourai Wallet developer Keonne Rodriguez documents "the absolute worst 30 days of my life."

Palantir CEO Alex Karp trolling reporters asking about self-regulation: "I'm trying to self-regulate myself. I have all these addictions."

Local AI is catching up to the frontier faster than most people realize. (TheAhmadOsman) on why owning your compute matters (PresidioBitcoin).

Senator Rand Paul: "$40 trillion in debt, $2 trillion added each year, about a trillion in interest each year, and everybody up here wants to spend more money. Both parties. The Republicans are the warfare party. The Democrats are the welfare party. There's always a compromise and spending goes up."

Sam Altman on OpenAI's new AI agent Dots, powered by Astra: "I've tried them. I don't use them regularly. I have not found a sort of place for them in my life... This is a totally different category. The amount of work, the level of capability, the level of intelligence this can take on. I think this is just a completely new thing."

A new report from Matthew Boyer found that MSCI's proposal to exclude "non-operating companies" from its indexes was developed inside an internal project literally named "DATCOs" (Digital Asset Treasury Companies), revealed by metadata buried in the public PDF. In 2025, MSCI tried to remove bitcoin treasury companies directly. After backlash it shelved the rule but froze their index footprint and blocked new entrants. Months later it returned with broader language that drops any mention of bitcoin but reaches the same companies. The test relies on "operating assets," a term not defined under GAAP or IFRS. MSCI draws the line. Applied broadly, companies building satellites, lithium mines, or chip fabs could fail the screen simply for being in a capital-intensive construction phase. MSCI has $21 trillion benchmarked to its indexes and has characterized its role to regulators as rules-based market measurement. Deciding which lawful companies count as real businesses goes well beyond measurement. It's discretionary capital allocation with no accountability to the millions of Americans whose retirement savings follow these lists.

Wall Street’s Invisible Committee | Bitcoin Policy Institute

Conner Brown examines how private index committees shape capital flows and why broad-market benchmarks need transparent, accountable inclusion rules.