Mason @MasonFoad

- The dollar loses 7% a year. - AI is coming for white-collar work. - Robots are 10 years out. @saylor just laid out what young people should actually do about it. 12 lessons:

Digital credit is guaranteed to create more demand for Bitcoin. Building anything useful has always created more demand for the stuff used to build the useful thing. There is not one instance in history where this wasn't true. Of course, it will also repackage some existing demand, but that only means digital credit was more useful to those people than Bitcoin was. Different people's needs often differ. Digital credit extends Bitcoin so it meets more types of needs.

The 1.3 Project @The13_ProjectHQ

2 months ago

@stonychambers The real question is whether digital credit creates new demand for Bitcoin, or just repackages existing demand with leverage attached.

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If Bitcoin is money, then criticizing someone for investing to acquire more Bitcoin is just criticizing them for trying to make more money.

The recent Moonshots podcast was aggressively advocating government's involvement in the redistribution of capital to citizens. Assuming that government involvement in the allocation of capital (proxy for goods and services) is net beneficial for the population of a country would be contrary to every lesson throughout history. UBE/ UBI will not be a solution for abundance. You could argue we have had abundance in the USA for decades and monetary debasement has completely destroyed the ability to save, which is ultimately the only way that an individual would benefit from continued productivity increase from capital. Bitcoin (money) is a global index for productivity as reflected in decreased price and increased purchasing power. Printing and redistributing shares in revenue generating companies does not solve the problem of 7% annualized M2 growth. Cash needs a yield >7% ($STRC) Capital needs to be fixed, in order to own a portion of the future productivity of the world (Bitcoin, i.e. 21M). Energy-secured monetary policy is the only "fair system" to store and preserve the economic energy for individual entities, with artificial or human. @Saylor is right on this one. @MasonFoard and I presented on this exact topic at @Strategy world in 2026. We will do a video recorded version of this presentation.

A Lightning⚡️está pronta para os institucionais e o compromisso da BitGo com o Lightning Earn é a prova disso. Clientes da BitGo poderão alocar seus Bitcoins na Lightning para ganhar fees de roteamento. Um desenvolvimento incrível do qual temos muito orgulho de ter participado!

BitGo @BitGo

2 months ago

BitGo is expanding its Lightning Network offering with a new way for institutions to earn. Lightning Earn lets corporate bitcoin treasury companies and institutional allocators deploy their bitcoin as liquidity on the Lightning Network, receiving bitcoin-denominated routing

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Claude 5 Fable tl;dr - It is state-of-the-art on nearly all tested benchmarks of AI capability, showing exceptional performance in software engineering, knowledge work, vision, scientific research -The longer and more complex the task, the larger Fable 5’s lead over our other models -its more token-efficient than past Claude models - Fable 5 stays focused across millions of tokens in long-running tasks and improves its outputs using its own notes Fable 5 is more than just better benchmarks. It's more efficient, allows for longer work periods, offers better context management, and so much more. GPT-5.6 is just around the corner. I'm a huge Codex fan, but Fable/Mythos is in a league of its own. I'm curious to see if OpenAI will release its own Mythos. "During early testing, Stripe reported that Fable 5 compressed months of engineering into days. In a 50-million-line Ruby codebase, the model performed a codebase-wide migration in a day that would otherwise have taken a whole team over two months by hand."

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Chubby♨️ @kimmonismus

2 months ago

Claude 5 Fable Benchmarks! Holy moly, significant jump even to Mythos

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It’s almost as if there’s no second best…

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor. It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…

Opportunity, indeed…

Michael Saylor @saylor

2 months ago

Capital markets are funding the AI buildout at historic scale: ~$400B over 6 months. Bitcoin ETFs have seen ~$4B of outflows since May 14, pressuring $BTC. This is a capital rotation, not a Bitcoin impairment. Volatility creates opportunity.

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I want every individual to own Bitcoin. I want every public company to own Bitcoin. I want every private company to own Bitcoin. This is controversial to Bitcoiners. Ask yourself why. Because a lot of Bitcoiners quietly want Bitcoin to win, but only in a way that preserves their personal mythology. They want adoption, until adoption shows up in a boardroom. They want global money, until public companies start treating it like global money. They want fiat to die, but apparently only if it dies in a tasteful little cabin with a full node, a cast iron stove, and zero corporate finance. Sorry. Bitcoin wins when everyone owns it. Individuals. Public companies. Private companies. Pension funds. Insurance companies. Nations. The entire point is that no one needs permission.

Strategy Sells Bitcoin, so what? | Ep. 69 x.com/i/broadcasts/1…

🚨BREAKING: Michael @saylor selling 32 BTC was recorded live on #BTCNN. Within seconds, shockwaves hit the market and emotional reactions started pouring in. Bitcoin is really not for tourists.

The important context behind Strategy selling 32 BTC is S&P. When S&P assigned Strategy a “B minus” credit rating, it cited reliance on capital markets as a weakness, “particularly since the company is reluctant to sell bitcoin it holds as investments.” This sale directly rebuts that critique. Rather than showing a change in treasury philosophy, Strategy showed that BTC is not trapped on the balance sheet. It is a liquid reserve asset that can be accessed when management decides it is economically rational.

Over the past 12 months, the AI boom has added $19 trillion of new marketcap to the top 50 public equities, that’s 13x bitcoin’s total market cap. This historic capex cycle is vacuuming up all liquidity and attention, so it’s astonishing that BTC/USD is this resilient!

And to those concerned about Strategy selling 32 BTC, we purchased 78 times what they sold last week. Benefit of having multiple digital credit issuers? More liquidity amid various market conditions.

“This is personal. It’s not about the money anymore. I want to fix things. - @PunterJeff Amen, Jeff.

I tell my AIs to go to TNorth.com almost every day. No better resource for digital credit.

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Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy…

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days. His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI." This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now. The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.