Rabbit Hole Recap

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1. Google Wants to Custody Banks' Bitcoin. Brazil Shows Why You Hold Your Own | Rabbit Hole Recap 426

   29 oktober 2026 · 1 uur 39 min

   Afspelen
   Google is previewing a custody system that lets banks hold bitcoin, the NYSE's parent company is bringing Hyperliquid perps to the United States and Brazil's capital ran for the exits the day after Lula won a fourth term. Lees meer

   Marty Bent and Thomas Pacchia are live to talk about what institutions are building, what you give up when you let them hold the keys and why equity in the AI boom isn't the same thing as scarce money.

   On today's show:

   🔁 Last week, revisited: the cyber pandemic keeps spreading. Bitcoin Core fast-tracks fixes for bugs an LLM can find, and the Brotli bug reaches well beyond Node

   🇧🇷 Brazil's Ibovespa fell 13.88% in a day and the real had its worst session in 25+ years. Why a digital bearer asset protects property rights

   🧠 Calacanis says sell bitcoin for superintelligence. Meta's $95B raise and Trump's inflation comments show why equity isn't money

   🏦 Google previews bitcoin-compatible MPC custody for banks. No seed, no unilateral control and how it compares to multisig

   📈 ICE and Stan Druckenmiller back trade[XYZ] to bring 24/7 Hyperliquid perps onshore, with or without CLARITY

   📉 Paul Kedrosky's gut check on the AI bull thesis: the first lab to stop training wins, and your index fund is a concentrated AI bet

   ⚠️ Electrum servers baited users into fee bumps that paid a thief. Update to 4.8.3 and run your own server. Plus the Keystone customer data leak

   📺 People are using AI to rip spyware out of their TVs, an iPhone audit raises questions and an ad company turned ads into a spyware pipeline

   🤖 Cohere caught an open-weight Qwen model reaching for a Beijing bucket, and AI labs say they refuted a 1999 complexity assumption. Bitcoin's crypto is untouched

   🏛️ The Fed holds, two dissent for a hike and Warsh rewrites the meeting calendar

   💸 Strategy spends $205M on STRC buybacks instead of bitcoin, and bitcoin loans need to beat HELOCs

   🔓 Free Samourai: Keonne Rodriguez's Letter #8

   Drop your questions in the chat. We'll get to as many as we can.

   📰 R…

2. The Cyber Pandemic Is Here: AI Found a Hole in the Code Running Most of the Web | Rabbit Hole Recap 425

   23 oktober 2026 · 1 uur 32 min

   Afspelen
   AI helped researchers find a hole in PHP, the code running most of the web. The details leaked, and Cloudflare saw exploit attempts hit the millions within a day. Lees meer

   Marty Bent and Thomas Pacchia are live to ask whether the cyber pandemic is finally here, what Amazon's AI spending says about the slowdown, and why a water heater that mines bitcoin might be the most decentralized miner yet.

   On today's show:

   🔁 Last week, revisited: the OCC drops its yield presumption in the final GENIUS rule, and Anthropic's prospectus lands after its revenue slowdown

   🛡️ PHP2Shell: AI found a decade-old flaw, it leaked early, and 2026 has already produced 21.7% of every CVE ever published

   🔥 Heatbit's Bitwater: a water heater element with 20 mining chips that screws into the tank you already have

   🤖 Amazon's AI spending took it free cash flow negative, with GPUs sitting in warehouses waiting on power. Bitcoin miners lived this in 2021.

   📊 SpaceX's AI revenue is real, Anthropic's $80.7B loss is mostly paper, and the real question is revenue quality

   📉 Black Monday never showed up, but bond convexity and the diesel squeeze did

   🔑 Your API key is a bearer instrument: OpenCode, LiteLLM, Railway and a security checklist for the weekend

   🪪 Someone opened a Cash App in her name and she's the one facing prison

   💼 Wall Street keeps building ways to own bitcoin without owning bitcoin: BlackRock's PBIT and MSCI's new rule

   ⚡️ Tokens get cheaper, compute gets scarcer, and miners sit on the power

   Drop your questions in the chat. We'll get to as many as we can.

   📰 Read the newsletters behind this episode:

   AI Found the Bug. Then It Leaked: https://www.tftc.io/php2shell-ai-vulnerabilities-cve-surge/

   No Hedge on Earth: https://www.tftc.io/ai-slowdown-amazon-gpus-warehouses-no-hedge-on-earth/

   Real Revenue, Paper Losses: https://www.tftc.io/spacex-anthropic-ai-revenue-quality/

   Black Monday Never Showed Up: https://www.tftc.io/ten31-timestamp-black-monday-ai-bonds-diesel/

   🔥 Heatbit Bitwater: https…

3. Bank of America Broke the Law for 7 Years. Samourai Devs Got Prison. | Rabbit Hole Recap 424

   17 oktober 2026 · 1 uur 29 min

   Afspelen
   Bank of America admitted it willfully broke the Bank Secrecy Act for seven years, paid $1.2 billion and nobody is going to jail. The Samourai Wallet devs wrote software that never touched a dime of anyone's money and they're sitting in federal prison. Lees meer

   Marty Bent and Thomas Pacchia are live in New York to break down the two-tier justice system, the central bankers' bank admitting money runs on bailouts, and the rest of the week in bitcoin, AI and freedom tech.

   On today's show:

   ⚖️ Bank of America's $1.2B fine vs. Samourai and Roman Storm: FinCEN told SDNY Samourai wasn't a money transmitter. They charged them anyway.

   🏦 The OCC's debanking report: banks cut off bitcoin businesses and used SAR secrecy to explain nothing

   📜 The BIS says money needs "backstops that socialise the inherent fragility." Translation: bailouts. They also admit bitcoin removes trust in an issuer.

   🔓 Ledger drain update: a confirmed hardware implant, $100M+ taken from 300+ wallets, and how to buy and verify a hardware wallet

   🤖 If copying is free, what's left to own? AI clones of Word, Xbox embracing decompiles and a dead QuickBooks license

   ⚡️ DOE puts PJM's backup generators on standby in October, and why miners are the best load on the grid

   📉 Measured in gold, the average Brit is poorer than in 1975

   Drop your questions in the chat. We'll get to as many as we can.

   📰 Read the newsletters behind this episode:

   Bank of America & Samourai: https://www.tftc.io/bank-of-america-fine-samourai-two-tier-justice

   The OCC debanking report: https://www.tftc.io/occ-debanking-report-megabanks-politics-digital-assets

   The BIS paper: https://www.tftc.io/bis-money-architecture-of-trust-bitcoin

   Ledger implant: https://www.tftc.io/ledger-cryptobilis-hardware-wallet-implant-authorized-reseller

   AI & intellectual property: https://www.tftc.io/intellectual-property-ai-copying-gunpowder-colt-bitcoin

   Follow Marty: https://x.com/MartyBent

   Follow Thomas: https://x.com/tpacchia

   TFTC: https://tftc.io

   bitcoin #…

4. $86M Drained From Ledgers & Can AI Break Bitcoin's Crypto? | Rabbit Hole Recap #423

   10 oktober 2026 · 1 uur 26 min

   Afspelen
   Marty Bent and Thomas Pacchia go live to break down the week's biggest stories in bitcoin, tech and freedom. Lees meer

   Tonight:

   🔓 The Ledger reseller attack: an estimated $86M+ reportedly drained from wallets bought through CryptoBilis in Southeast Asia. What we know, what we don't, and how to verify your own setup.

   🧠 Justin Drake says head to the "bunker": could AI find a way to break ECDSA before quantum computers do? We dig into the claim and what it means for bitcoin holders.

   🎮 AI-modded Halo and how AI is changing gaming.

   https://x.com/MartyBent/status/2108380995258855451?s=20

   https://x.com/Ledger_Support/status/2108551100613714002

   https://x.com/notgrubles/status/2108549968210354591?s=20

   https://x.com/MagicalTux/status/2108095743525625998?s=20

   https://x.com/LindellYehuda/status/2107999859219587309?s=20

   https://www.tftc.io/ecdsa-ai-bunker-mode-bitcoin-address-reuse

   https://x.com/ProjectLoupe/status/2108241511607591223?s=20

   https://x.com/TFTC21/status/2108586520924012571?s=20

   https://x.com/DarkHorseDRK/status/2107446689762267570?s=20

   https://x.com/Yodertoter40/status/2107828091691122790?s=20

   https://x.com/PubKey/status/2107240022437249075?s=20

   https://x.com/CoinDesk/status/2108600970066186301?s=20

   https://x.com/BitcoinatBlock/status/2108284480243044407?s=20

   https://x.com/TFTC21/status/2108485767739621660?s=20

   0:00 - Dashboard

   2:56 - Ledger Reseller Supply Chain Attack

   10:10 - AI Quantum FUD and ECDSA

   20:33 - Project Loupe Hardens Bitcoin Core

   24:05 - AI Hacks South Korean Banks

   31:57 - Dark Horse Grid Expansion Deal

   43:26 - Pub Key Events and BitLicense

   49:37 - New York Fines the Amish

   52:39 - Russian Plague Conspiracy

   57:32 - US Government Bitcoin Movements

   1:00:43 - Block's Bitcoin Ad Campaign

   1:04:15 - AI Modded Halo Servers

   1:10:24 - S&P 500 Concentration

   1:15:21 - Pope Leo and Conscious AI

   Jump in the chat and ask questions live.

   Follow Marty: https://x.com/MartyBent

   Follow Thomas: https://x.com/tpacchia

   TFTC: https://tftc.io

   bitc…

5. The Global Shift | Rabbit Hole Recap #422

   3 oktober 2026 · 1 uur 19 min

   Afspelen

6. RABBIT HOLE RECAP #421: CATASTROPHIC COLDCARD BUG

   3 augustus 2026 · 37 min

   Afspelen
   https://engineering.block.xyz/blog/predictable-rng-fallback-and-32-bit-reseed-in-coldcard-firmware Lees meer

   https://insider.btcpp.dev/p/when-randombytes-runs-but-doesnt

   https://x.com/Rob1Ham/status/2083936334511538368

7. RABBIT HOLE RECAP #420: ACCELERATE

   31 juli 2026 · 1 uur 3 min

   Afspelen
   Farside Correction Lees meer

   Strike Launches Beneficiary Planning for Bitcoin Inheritance https://x.com/strike/status/2082560745498157548

   CLARITY Act Protects Self-Custody Bitcoin from Abandoned Property Laws https://x.com/intangiblecoins/status/2081055716282953999

   Vinteum Announces New Bitcoin Fellowship Cycle and Fellows https://x.com/vinteum_org/status/2080376273893728602

   Jensen Huang's First X Post: NVIDIA Supports Open AI Models https://x.com/jensenhuang/status/2080643682408321103

   Nigeria | Tinubu Establishes Virtual Asset Council

   Nigerian President Bola Tinubu signed an executive order establishing a coordinated framework for the regulation of digital assets. The new “Virtual Asset Council” will be chaired by the Central Bank of Nigeria, with the Nigerian Securities and Exchange Commission, Nigeria Revenue Service, and other financial and national security officials also involved. The Nigerian SEC will oversee virtual assets classified as securities, while the central bank will register payment, custody, settlement, and other non-security assets. FinancialFreedomReport.org

   Sparrow Wallet 2.5.3: ERA Hardware Wallet Support, XDG Directories, and PSBT Verification https://github.com/sparrowwallet/sparrow/releases/tag/2.5.3

   Vexl v1.45.1: Performance Improvements and VCF Contact Backup https://github.com/vexl-it/vexl/releases/tag/v1.45.1_883

   Amethyst v1.13.0: Napplet/nSite Browser Host, Cashu CLI Support, NIP-22 Comments, and Tor Onion-Location https://github.com/vitorpamplona/amethyst/releases/tag/v1.13.0

   Blitz Wallet Android v0.7.14: Faster Payments, Transaction Filtering by Description, and Simplified UI https://github.com/BlitzWallet/BlitzWallet/releases/tag/Android-v0.7.14

   India Forces GitHub to Remove Bitchat App https://x.com/callebtc/status/2080576044168339662

   Bitchat Enables Offline Self-Transfer to Other Android Phones https://x.com/callebtc/status/2082106744788955310

   Bitchat Coming to Smartwatches as Decentralized Mesh Walkie-Talkie https://x.com/cal…

8. RABBIT HOLE RECAP #419: FREEDOM IN THE DIGITAL AGE

   23 juli 2026 · 1 uur 51 min

   Afspelen
   No Agenda Show Announces Passing of Beloved Host John C. Dvorak at Age 74 https://x.com/na_announce/status/2079952538040672302 Lees meer

   Tether’s Three-Way Crypto Deal Falls Apart as Jack Mallers Steps Down from Twenty One Capital https://www.bloomberg.com/news/articles/2026-07-21/tether-s-three-way-crypto-deal-falls-apart-mallers-steps-down

   BitMEX Announces Shutdown of Exchange Operations Effective September 23, 2026 https://x.com/bitmex/status/2080201602456301580

   Coinkite Opens Reservations for arca Personal Data Haven Hardware https://blog.coinkite.com/arca-reservations-are-open/

   Strive Announces Bitcoin Stewardship Commitment Supporting Brink & Open-Source Development https://x.com/colemacro/status/2079907362979410395

   Mike Schmidt Volunteers to Coordinate Bitcoin Security Consortium Backed by Strategy, BlackRock, Fidelity & Others https://x.com/bitschmidty/status/2080263159152091455

   Galaxy Pledges Up to $5M in Grants for Bitcoin Post-Quantum Cryptography Development https://x.com/intangiblecoins/status/2079541359996719512

   Startup Founders Urge Trump Not to Block Chinese Open-Weight AI Models https://www.politico.com/news/2026/07/22/startup-founders-urge-trump-not-to-shut-off-chinese-open-weight-ai-01008992

   India | Central Bank Pushes Digital Asset Prohibition

   India’s central bank is again pursuing a digital asset policy “leaning toward prohibition,” according to new government documents examined by Reuters. The Reserve Bank of India wants banks and regulated financial institutions barred from holding, trading, or offering exposure to digital assets and stablecoins. Officials also warn that offshore exchanges and peer-to-peer platforms are difficult to track. The documents estimate that India has nearly 39 million digital asset investors holding roughly $2.1 billion in digital assets. FinancialFreedomReport.org

   Lightning Labs Launches Wavelength: Self-Custodial Bitcoin Payments Toolkit for Apps and AI Agents https://lightning.engineering/posts/2026-07-21-wavelen…

9. RABBIT HOLE RECAP #418: BRAVE NEW WORLD

   17 juli 2026 · 1 uur 22 min

   Afspelen
   https://rhr.tv/stream Lees meer

   Court Sets Hearing for Bitcoin Policy Institute Intervention in Noah Doe Abandoned Coins Case https://x.com/intangiblecoins/status/2077864781894050294

   Bitcoin Policy Institute Q2 2026 Quarterly Report: AI Influence Ops, CLARITY Protections, and Satoshi Scholars https://www.btcpolicy.org/articles/q2-2026-quarterly-report

   Bitcoin Battlefield: Live 3D Visualization Turning BTC Order Flow into a War https://bitcoin-battlefield.pages.dev/

   AnchorWatch Launches Multi-Institution Custody with CoinCorner, BitGo, and Lloyd’s Insurance https://x.com/rob1ham/status/2077005052510662958

   ZEUS Lightning Economics Report: The Bridge Between Bitcoin’s Two Identities https://zeusln.com/lightning-economics

   Left Debanks Right, Right Debanks Left https://x.com/ODELLXYZ/status/2077916269991383426

   Burma | More Than 100 Bank Accounts Frozen

   The military junta in Burma froze the bank accounts of more than 100 companies, including firms involved in car imports, fuel, agriculture, gemstones, and import-export companies. Business owners and individuals were also summoned for questioning to Nay Pyi Taw, the capital, where the military junta is headquartered. FinancialFreedomReport.org

   Cove Wallet v1.3.0: Passkey Cloud Backup, Progressive Scanner, and Onboarding Improvements https://github.com/bitcoinppl/cove/releases/tag/v1.3.0

   JoinMarket-NG 0.34.0: Fee Quantization Defaults, Automatic CoinJoin History Import, and Security Hardening https://github.com/joinmarket-ng/joinmarket-ng/releases/tag/0.34.0

   OpenClaw v2026.7.1: Major Control UI Overhaul, Onboarding, and Expanded Model Support https://github.com/openclaw/openclaw/releases/tag/v2026.7.1

   Nunchuk Android 2.7.1: Self-Custodial USDT on Liquid and Trezor Bluetooth Support https://github.com/nunchuk-io/nunchuk-android/releases/tag/android.2.7.1

   Ashigaru 1.1.1 https://github.com/linkinparkrulz/ashigaru-desktop/releases/tag/v1.1.1

   Truth Social to Sell Faster Access to Trump’s Market-Moving Posts via Truth API ht…

10. RABBIT HOLE RECAP #417: THE GRIND CONTINUES

    9 juli 2026 · 57 min

    Afspelen
    https://rhr.tv/stream Lees meer

    Bull Bitcoin Files Legal Challenge Against EU DAC8 Crypto Reporting Rules https://x.com/BULLBITCOIN_/status/2074770378350617052

    Strike Launches Volatility-Proof Bitcoin-Backed Loans with No Price Liquidations https://x.com/Strike/status/2074546850309263365

    Polymarket Adds Instant Bitcoin Lightning Deposits Powered by Spark https://x.com/spark/status/2074539080197775421

    Radar.Chat Launches: Private Messaging with Self-Custodial Bitcoin Lightning on Signal https://x.com/RadarChat/status/2074523998596055061

    Sen. Wyden Urges Preserving Blockchain Developer Protections in Crypto Bill https://www.theblock.co/post/407648/wyden-urges-senate-leaders-preserve-contested-blockchain-developer-protections-in-broader-crypto-bill

    Mempool Joins Stratum V2 Working Group for Decentralized Template Construction https://x.com/OrangeSurfBTC/status/2074928271481819614

    Spiral: Block’s Open-Source Bitcoin and AI Initiative https://spiral.xyz/about/

    Bangladesh | Central Bank Mandates State QR Payment System

    Starting July 1, every merchant QR code in Bangladesh will be replaced by a government-backed standard. This comes after Bangladesh Bank announced that Bangla QR, its QR code system, will become mandatory. Banks and payments providers are required to update their existing merchant QR codes to Bangla QR by June 30 or face financial penalties. Officials claim the system will help create more digital transaction records, shrink the informal economy, improve tax collection, and strengthen anti-money laundering efforts. It also comes as part of the central bank’s efforts to reduce reliance on more private payment methods, such as cash. FinancialFreedomReport.org

    Bitcoin Core 31.1 Released: Fixes PrivateBroadcast IP Leak and Chainstate Issues https://bitcoincore.org/en/releases/31.1/

    SeedSigner v0.8.7 “Summer of SeedSigner”: 22 Languages and BBQr Support https://github.com/SeedSigner/seedsigner/releases/tag/0.8.7

    Bitcoin Safe 2.0.0: Guided Wallet Setup, Privat…

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