Amazon's CFO joked that AI took the company free cash flow negative, GPUs are sitting in warehouses waiting for power, and bitcoin miners have seen this movie before.

Tesla's 11,509 BTC plus SpaceX's 18,712 BTC equals 30,221 BTC on one balance sheet. No new purchases required. Musk confirmed committees are reviewing the deal.

Musk disclosed SpaceX couldn't find Nvidia GB300, H100, Google TPUs, or Amazon Trainium. Capital isn't the constraint. Chip supply is. And it's years away from resolving.

SpaceX crushed expectations, Anthropic's $80.7 billion loss is mostly an accounting charge, and Ramp says the biggest AI buyers run on venture money. The question is the quality of the revenue.

Wood Mackenzie projects US grid operators will honor just 28% of 1,066 GW in AI data center power requests. The 'bragawatt' accounting fiction has real credit consequences.

Public miners shed 23% of realized hashrate for AI. Bitcoin's network hit a seven-month high anyway. Difficulty is tightening, not easing.

Iranian officials are openly calling for nuclear weapons after Khamenei's killing. Hormuz stays disrupted. The oil-shock premium isn't going away.

Bitcoin Core rewrites its disclosure policy: LLM-findable bugs get patched immediately across all maintained versions. What node operators need to know.

Germany's decommissioned nuclear sites have grid infrastructure AI needs. Nvidia just moved to claim them. Bitcoin miners should pay attention.

Cysic's bridge hacker ignored a 10% recovery bounty and sent ~$744K in ETH and BNB into Tornado Cash. The attacker had a 76-minute head start. That gap is the story.