Q4 2025 banking data: US banks expanding loans into deteriorating credit while changing modification rules to mask the damage. Plus AI tutoring, Simplicity on Bitcoin, Epstein files, and LTH capitulation.
The HHS DOGE team open-sourced the largest Medicaid claims dataset in history, covering 2018-2024. Within hours, one analyst scanning just 0.16% of providers uncovered $90 billion in likely fraudulent payments. New York is the worst offender. The open-source ethos meets government accountability.
CPI drops to 2.4% — below consensus. Fear & Greed hits 9. Goldman triples their Bitcoin ETF bet to $1.1B. And the biggest capitulation signal since 2021 is flashing.
The time to set up bitcoin self custody is now.
Marty's Bent
Sup, freaks? Let’s talk about the Coinbase Super Bowl ad and, more importantly, the reaction to it from the millions of regular people watching the game last night. It highlights exactly why we at TFTC and Ten31 believe you should focus on Bitcoin, and why
Things are getting weird and awesome.
What do we think about being called goyim?
Make sure your long johns are clean.
You're mad as hell. Are you going to do anything about it?
You can't trust the shitcoiners on Capitol Hill.
Things ain't the same this time around.
Take the time to read this.
Avoid the temptation to take the government handouts.