- The dollar loses 7% a year. - AI is coming for white-collar work. - Robots are 10 years out. @saylor just laid out what young people should actually do about it. 12 lessons:

Very cool Bitcoin development from Amboss and $BTGO. BitGo just launched Lightning Earn, giving institutional clients a way to earn yield on their Bitcoin via the Lightning Network. BitGo has also allocated part of its own treasury bitcoin into this product. This is the first time a US public company has outsourced Lightning yields, both for their own treasury and as an offering to clients. It is also not a normal “bitcoin yield” model. No lending, rehypothecation, opaque counterparties. The yield comes from productive Lightning activity: routing payments and leasing liquidity to better connect the network. Smaller bitcoin public companies have experimented with Lightning yield before, but all in-house and not as strict business lines (LQWD, Square). This looks more like the beginning of a practical institutional product category: outsourced Lightning liquidity management for corporate treasuries and allocators. The alpha in LN yield is network positioning. A profitable Lightning operator needs to understand topology, payment flows, channel balances, liquidity demand to know where to put sats to earn fees. You want channels connected to hubs and routes that have flows. That is where Amboss has been very innovative. Amboss has spent years building data, marketplace, and automation products for Lightning. Rails was one of the last things, and it gives bitcoin holders a managed path into routing and liquidity provision, to turn the active yield into something that is more passive. RailsX (even more recent) adds another potential layer by connecting Lightning-native liquidity with bitcoin and stablecoin swaps, creating more organic flows on Lightning. Public companies holding bitcoin will keep looking for ways to make treasury bitcoin productive. Lightning is one of the few super-low risk yield sources because the return is tied to network activity rather than credit risk. We probably will see a lot more of this assuming Lightning continues to grow and scale its carrying capacity.

A Lightning⚡️está pronta para os institucionais e o compromisso da BitGo com o Lightning Earn é a prova disso. Clientes da BitGo poderão alocar seus Bitcoins na Lightning para ganhar fees de roteamento. Um desenvolvimento incrível do qual temos muito orgulho de ter participado!

Claude 5 Fable tl;dr - It is state-of-the-art on nearly all tested benchmarks of AI capability, showing exceptional performance in software engineering, knowledge work, vision, scientific research -The longer and more complex the task, the larger Fable 5’s lead over our other models -its more token-efficient than past Claude models - Fable 5 stays focused across millions of tokens in long-running tasks and improves its outputs using its own notes Fable 5 is more than just better benchmarks. It's more efficient, allows for longer work periods, offers better context management, and so much more. GPT-5.6 is just around the corner. I'm a huge Codex fan, but Fable/Mythos is in a league of its own. I'm curious to see if OpenAI will release its own Mythos. "During early testing, Stripe reported that Fable 5 compressed months of engineering into days. In a 50-million-line Ruby codebase, the model performed a codebase-wide migration in a day that would otherwise have taken a whole team over two months by hand."

RT @MasonFoard: @ColeMacro @jameslavish 32

RT @ColeMacro: Strive acquired an additional 32 $BTC for ~$2.1M at an average cost of ~$63,911 per bitcoin. $ASST $SATA t.co/IrTRa…

It’s almost as if there’s no second best…

Our internal data shows Claude is accelerating AI development—a possible path to recursive self-improvement, or AI autonomously building a more capable successor. It’s happening faster than we thought, and the implications deserve greater attention. anthropic.com/institute/recu…

Opportunity, indeed…

I want every individual to own Bitcoin. I want every public company to own Bitcoin. I want every private company to own Bitcoin. This is controversial to Bitcoiners. Ask yourself why. Because a lot of Bitcoiners quietly want Bitcoin to win, but only in a way that preserves their personal mythology. They want adoption, until adoption shows up in a boardroom. They want global money, until public companies start treating it like global money. They want fiat to die, but apparently only if it dies in a tasteful little cabin with a full node, a cast iron stove, and zero corporate finance. Sorry. Bitcoin wins when everyone owns it. Individuals. Public companies. Private companies. Pension funds. Insurance companies. Nations. The entire point is that no one needs permission.

Strategy Sells Bitcoin, so what? | Ep. 69 x.com/i/broadcasts/1NxarrMDR…

🚨BREAKING: Michael @saylor selling 32 BTC was recorded live on #BTCNN. Within seconds, shockwaves hit the market and emotional reactions started pouring in. Bitcoin is really not for tourists.

The important context behind Strategy selling 32 BTC is S&P. When S&P assigned Strategy a “B minus” credit rating, it cited reliance on capital markets as a weakness, “particularly since the company is reluctant to sell bitcoin it holds as investments.” This sale directly rebuts that critique. Rather than showing a change in treasury philosophy, Strategy showed that BTC is not trapped on the balance sheet. It is a liquid reserve asset that can be accessed when management decides it is economically rational.

Over the past 12 months, the AI boom has added $19 trillion of new marketcap to the top 50 public equities, that’s 13x bitcoin’s total market cap. This historic capex cycle is vacuuming up all liquidity and attention, so it’s astonishing that BTC/USD is this resilient!

And to those concerned about Strategy selling 32 BTC, we purchased 78 times what they sold last week. Benefit of having multiple digital credit issuers? More liquidity amid various market conditions.

Real alpha. Check this out if you haven’t already:

“This is personal. It’s not about the money anymore. I want to fix things. - @PunterJeff Amen, Jeff.

I tell my AIs to go to TNorth.com almost every day. No better resource for digital credit.

Strategy has acquired 24,869 BTC for ~$2.01 billion at ~$80,985 per bitcoin and has achieved BTC Yield of 12.6% YTD 2026. As of 5/17/2026, we hodl 843,738 $BTC acquired for ~$63.87 billion at ~$75,700 per bitcoin. $MSTR $STRC strategy.com/press/strategy-…

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days. His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI." This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now. The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.