SEC to hold open meeting Friday at 10 a.m. ET to consider proposing new rules for a tailored offering regime for certain investment contracts involving crypto assets.

Trump Media & Technology discloses 14,139 BTC treasury worth ~$890 million in SEC filing as of July 31, 2026.

Luke Dashjr is stepping away from OCEAN as Chairman and CTO to focus on Bitcoin core development and open-source projects.

"I started crying. I looked over at my partner and I said, 'They made it.'" Jessica Rose on reading the paper showing HIV-like sequences in the spike protein. Days later, it was pulled from the preprint server without explanation.

Senator Rand Paul confirms after Fort Knox visit: "Yes, the gold is there all (approximately) 147 million ounces. It is impressive."

"Every time the CIA's involved in something, things get very confused. Their role is to conflate and confuse and cause chaos." Jessica Rose on Ian Lipkin, the CIA-linked author the other Proximal Origin writers never wanted on the paper.

The Bitcoin Policy Institute just published an open letter asking AI labs to give open-source bitcoin and digital asset defenders access to their strongest cybersecurity models. The problem: "Open-source defenders today occupy the least privileged position in the AI security landscape." Bitcoin secures over a trillion dollars in value, but the developers maintaining wallets, cryptographic libraries, and node software are getting blocked by guardrails when they try to use frontier AI for legitimate security work. The letter warns that "nation-state adversaries, criminal syndicates, and sophisticated hackers will not wait for permission to deploy AI against critical open-source infrastructure." Defenders are stuck using weaker open-weight alternatives while attackers face no such constraints. BPI is asking for early access to the best cyber models, compute budgets for real security reviews, and secure environments for sensitive code analysis. The coalition is massive: Coinbase, Block, Strategy, MARA, Blockstream, Chaincode, Brink, Ten31, Unchained, Trezor, Casa, Strike, River, OpenSats, and dozens more. "Frontier AI could become one of the most powerful defensive technologies ever developed, but only if defenders get fair access." https://www.btcpolicy.org/ailetter

"I hope you feel like my foot is on your neck right now to get this done." Fauci to a Moderna trial researcher. Jessica Rose breaks down the email and the new mRNA flu vaccine the FDA just approved with no real placebo group.

Saudi crude exports dropped 460K barrels/day in July to 4.19M bpd. Houthi threats are now targeting Yanbu, the backup port Saudi built specifically to bypass Strait of Hormuz chokepoint risk. Tankers are going dark on transponders. Global energy supply chains remain incredibly fragile.

Bitcoin ETFs just had their best week of inflows (~$1B) since April. IBIT, FBTC, and others saw inflows every single day this week.

Tesla's Terafab looks straight out of science fiction.

Saylor on why Strategy sold bitcoin: "The only person that's never sold more Bitcoin than me is Satoshi." Says they had to prove short sellers wrong. "If you want people to believe you can do a thing, you have to do the thing."

Senate may delay August recess to vote on the CLARITY Act. Sen. Lummis: “I don’t think we’ll be leaving on Friday. I think we’ll go into the weekend.”

Strategy matching the $1,000 Trump Account contribution for every employee's newborn plus $250/year per kid.

Palmer Luckey unveils the ModRetro M64: "It's an heirloom-grade tribute to the Nintendo 64, compatible with all your Nintendo 64 games, but with a lot of really cool new features as well."

The Fed has quietly added ~$290 billion in Treasury bills to its balance sheet since December. That's the fastest T-bill accumulation since the COVID panic buying of 2020.

OpenAI is hiring a "Power Trading Lead" to run hedging strategies for power and gas across their data centers. They're not just buying electricity anymore, they're trading it. The AI buildout is turning these companies into energy companies whether they like it or not.

Chinese researchers just built "Light Society," a simulation that runs 1 billion AI characters at once, each one modeled after a real person's demographic profile pulled from a massive global survey. These AI agents negotiate, form opinions, argue, trust or distrust each other, and make irrational decisions just like real people do. They'll turn down a good deal out of spite. They get persuaded by popular voices in their network. They change their minds slowly, then all at once when enough of their peers flip. The real story isn't the "are they conscious?" speculation floating around. It's that this is a sandbox for testing how to move public opinion at a planetary scale. You can dial up certain influencers, change how the message is framed, and watch a billion simulated people react. Built by a state-funded research institute in Beijing using real global demographic data. Draw your own conclusions. https://arxiv.org/pdf/2506.12078

"We don't live in a truly capitalist society when the most important tool in a capitalist society, money, is centralized." on why Gen Z's anger is aimed at the wrong target. We don't have late-stage capitalism. We have socialism light.