Markets just got a cleaner macro setup. US July CPI: 3.4% headline 2.5% core Inflation is cooling while the labor market weakens. Yields eased and risk assets responded. AI infrastructure remains the structural trade: compute → networking → power generation → grid. Bitcoin, meanwhile, is still lagging equities near record highs. If yields keep falling, that divergence is worth watching. The setup is improving. The risk hasn’t disappeared. #Bitcoin #Markets #Macro #AI

lnp2pBot is shutting down indefinitely. Built as a censorship-resistant, no-KYC P2P Bitcoin market, it wasn't a government that ultimately brought it down. After years of attacks and losses absorbed by the team, they say they no longer have the resources to keep defending the service against increasingly automated attacks. A sad end for one of the most important P2P markets built on Lightning. The lesson isn't that P2P failed. It's that censorship resistance also requires resilience against those willing to exploit open systems. Thank you, lnp2pBot. #P2P #Lightning #lnp2pBot

You don’t need a soft fork to change what your node relays. While BIP-110 takes the debate to the consensus layer, Bitcoin Core already gives node operators control over their own mempool policy. datacarriersize=83 This limits the size of OP_RETURN data your node considers standard for mempool acceptance and relay. It doesn’t change consensus. It doesn’t invalidate blocks. Miners can still include those transactions. Your node simply chooses not to help propagate them. BIP-110 is about consensus. datacarriersize is about node policy. Different tools, different consequences. Run your node. Choose your policy. #BTC

Bitcoin is witnessing a consensus split in real time. At block 961,632, two competing blocks were mined from the same parent. Main chain: 961632 — AntPool 5,612 transactions BIP-110 bit 4: OFF BIP-110 branch: 961632 — Roughnecks 4,046 transactions BIP-110 bit 4: ON Both share the exact same block 961,631 as their parent. The main chain has already advanced through 961,633 and 961,634. The BIP-110 branch remains at 961,632. This is Bitcoin consensus in its rawest form. A BIP doesn't create consensus. A node implementation doesn't create consensus. A miner doesn't create consensus. Rules, users, miners, economic incentives and accumulated proof-of-work ultimately determine which chain has value. Right now, we're watching that process happen block by block. Bitcoin doesn't vote. Bitcoin converges. #BTC

BTCPay Server just had a serious security incident. A critical vulnerability affecting BTCPay deployments using LND was actively exploited, exposing LND macaroons and resulting in confirmed theft of funds. This was not a Bitcoin or Lightning protocol failure. It was a reminder of something more fundamental: Self-custody removes trusted intermediaries. It does not remove operational risk. Every additional service connected to your node expands the attack surface. BTCPay has released v2.4.2. If you run BTCPay — especially with LND — update immediately. Sovereignty requires security. # BTC #BTCPay #LND #Lightning

Markets remain constructive. AI infrastructure is still the dominant theme. Capital continues to flow toward companies with real pricing power, while the market is punishing even small earnings disappointments. Bitcoin is holding firm despite macro uncertainty, and lower Treasury yields continue to support risk assets. Today's focus is the U.S. jobs report. A softer-than-expected print could reinforce expectations for easier monetary policy. A stronger one could delay rate cuts. The trend hasn't changed. Leadership is simply becoming more selective. #Bitcoin #Markets #Investing #AI #Macro

The COLDCARD RNG bug will likely become one of Bitcoin's most studied hardware wallet incidents. The bug was serious. The response mattered. Coinkite published a detailed technical postmortem, released patched firmware, clearly explained who must migrate, and admitted the mistake. Early estimates suggest roughly 500+ wallets and around 594 BTC may have been compromised, although the numbers are still evolving. The biggest lesson isn't that hardware wallets can fail—we already knew that. It's that entropy generation deserves as much scrutiny as key storage. Open source doesn't guarantee bugs won't exist. It does make them easier to investigate, understand, and ultimately fix. Verify your backups. Update your firmware. If your seed was created on affected firmware without sufficient external entropy, migrate calmly and verify every step. #BTC #Coldcard

Today wasn't about fear. It was about expectations. TSMC reported 77% year-over-year earnings growth. The stock still fell more than 4%. That's where this market is now. Strong companies are no longer enough. Investors want exceptional execution, durable margins, and guidance that justifies premium valuations. The AI trade isn't over. But the era of getting paid simply for being associated with AI is. Narrative fueled the rally. Earnings will decide who deserves to stay. #Markets #AI

Parasite Pool just found its 4th block — #958,212, mined yesterday. Not because it proves anyone can beat the odds. Variance is still variance. It matters because four real-world payouts now validate a different incentive model: • 1 BTC to the block finder. • The rest of the reward shared across every participant. Four blocks in under five months show this isn't just a thought experiment anymore. Whether driven by growing hashrate, variance, or both, the model is now producing real-world results. Bitcoin mining isn't just evolving through better ASICs. It's evolving through better game theory. #Bitcoin #Mining #BitcoinMining