BOJ Hikes to 31-Year High, 42 States Subpoena OpenAI, Hayes Funds Bitcoin Privacy

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Bank of Japan raises rates to 1%, highest since 1995. Every previous hike crashed bitcoin 18-28%. BTC holds $66K. • The yen carry trade pattern may be breaking — or the delayed unwind hasn't hit yet • Kevin Warsh chairs his first FOMC meeting. New dot plot and press conference tomorrow at 2:30 PM ET • James Check's "Momentum Sprouts": $42B in coins redistributed from $80K buyers to 200-week MA. Supply structure turning bottom-heavy • 42 state attorneys general subpoena OpenAI days before IPO — covers ads, health data, and model sycophancy • Arthur Hayes' Maelstrom funds Silent Payments and PayJoin development. Bitcoin privacy tools are shipping in Sparrow, Bull Bitcoin, and Cake Wallet • Bitcoin Optech: Testnet5 proposed to replace broken testnet4. BIP324 quantum security discussions begin • Cipher hires ERCOT's grid coordination director to energize 3,170 MW pipeline Get the full written brief with all links, sources, and on-chain data — subscribe free at tftc.io/bitcoin-brief