Lightning + Ark Scaling Stack, Peak On-Chain Apathy, NYC Property Seizure Plan

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. • bitcoin++ Vienna "Economics Edition" underway: Rene Pickhardt argues Lightning and Ark are complementary layers, not competitors. Ben Arc confirms live Ark payments at the conference. • Noah Wallet (self-custodial Ark wallet) in alpha, Ark Labs and Second maturing fast • Checkonchain "Peak Apathy" analysis: Sell-side Risk Ratio at all-time lows, implied vol at 35%, 30-day range just 8.2%. Check gives 80% odds $60K was the low. • Global liquidity hit $193.2 trillion but narrowly driven by Fed/Treasury, Shadow Monetary Base falling at -8% • NYC Mayor Mamdani unveils "Block by Block" plan to forcibly transfer property from landlords to community land trusts • Federal prosecutors quietly dismiss all charges against Las Vegas biolab operator Ori Solomon • China consumed 55.8% of all coal burned on Earth in 2025, setting a record at 4.83 billion tonnes • PrismML ships Bonsai Image 4B: AI image generation running on iPhones in under 10 seconds • Italy busts first Ordinals tax fraud case using Chainalysis Reactor, tracing €1M+ in undeclared gains Get the full written brief with all links, sources, and on-chain data — subscribe free at tftc.io/bitcoin-brief