Chat Control, Broken Money, and AI Project Finance

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Brussels is trying to revive Chat Control after prior defeats by using urgent procedure mechanics that make private-message scanning easier to pass. • Broken money is turning inflation pain into class-war politics, and socialist confiscation schemes make the monetary problem worse by centralizing credit and control. • SemiAnalysis argues Anthropic could generate more than $1B of profit in Q3 2026, a sign that AI agents are moving from demos to real business workflows. • Nvidia is becoming more than a chip vendor as the AI buildout turns into a financing stack of capital, offtake, and datacenters. • Giga Energy’s GigaBase shows bitcoin mining-style power infrastructure discipline moving into AI data centers. • Michael Howell says global liquidity may be levelling off around $194.1T as China weakens, the BOJ and ECB tighten at the margin, and the dollar bites. • Blockstream Research flagged DahLIAS as a draft BIP foundation for future BIP340 signature aggregation and CISA work. Get the full written brief with all links, sources, and on-chain data. Subscribe free at tftc.io/bitcoin-brief