Google Chips Break NVIDIA Monopoly, Lightning Infrastructure Advances, Post-Quantum Bitcoin Research

Show notes: • Google TPU competition fragmenting NVIDIA monopoly. Gemini 3 and Opus 4.5 trained on TPUs. More competition, cheaper compute, faster buildout. • LDK Server ships, powers 25% of Lightning volume (Cash App, Square). Splicing, BOLT 12, async payments. • Brink funds post-quantum Bitcoin research. SHRINCS toward BIP draft. 30% of supply quantum-exposed. • PlebBase: open hardware mining scaling faster than its infrastructure. Structure is the next hurdle. • Luxor 4CP season in Texas. Miners as grid demand response. • Howell: liquidity edges higher on narrow drivers, headwinds persist. • On-chain: LTH-SOPR 0.82, net losses -$735M, STH $8,500 underwater. • Sparrow Wallet 2.5.2 with Silent Payments.