Iran Talks Collapse, Oil Tops $105, CMBS Hits COVID Highs

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • Vance's 21-hour Iran talks end with nothing, Trump floats Hormuz blockade, oil rips past $105 • Bitcoin holds $72K while equities and oil diverge past 2022 levels • CMBS delinquencies surge to 7.55%, highest since COVID, Chicago offices selling for 94% off • Goldman reports today, JPM/Citi/Wells Fargo Tuesday, all eyes on forward guidance • Fed quietly probing banks' exposure to $1.8T private credit industry after surge in redemptions • White House says stablecoin yield ban would cost $800M/year, help bank lending by just 0.02% • Treasury proposes 1% remittance tax on cash transfers abroad, Bitcoin rails exempt • 26 AI router services caught hijacking tool calls and stealing developer credentials • Half of planned US data centers for 2026 face cancellation or delay • Thomas Massie talks running for Kentucky governor Get the full written brief with all links, sources, and on-chain data — subscribe free at tftc.io/bitcoin-brief