Quantum-Proof Signatures, 4% Inflation, and Germany Debasing Its Coins

Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent. Today's episode covers: • Google Quantum AI claims 1,200 qubits can break ECDSA. What's real and what's hype. • Jonas Nick's SHRIMPS: 2.5 KB quantum-proof signatures for Bitcoin using only hash functions • The three-layer research stack: SPHINCS+ paper → SHRINCS (324 bytes) → SHRIMPS (multi-device) • Blockstream Research exploring lattice-based cryptography as alternative path • BIP-360, OP_SHRINCSVERIFY, and the builders actually doing the work • Schrödinger's BIP: why the "Bitcoin devs aren't moving fast enough" narrative is disingenuous • BofA projects headline inflation surging to 4% as Hormuz flows collapse from 20M to under 2M barrels/day • Powell at Harvard: "tariffs have a one-time impact on inflation" — signals no rate hikes • Rabobank cuts US GDP to 1.8%, sees stagflation as base case • CTAs sell $184B in equities, dealers short $7B gamma — the squeeze is pure mechanics • Block and Sequoia: AI is coming for the org chart, not the workers • Oracle fires 30,000 via 6 AM emails — AI as cover for restructuring • Germany cuts silver content in commemorative coins by 46% — you can't debase 21 million Get the full written brief with all links, sources, and on-chain data — subscribe free at tftc.io/bitcoin-brief