Your daily bitcoin and macro intelligence briefing. AI-generated audio from the TFTC Bitcoin Brief newsletter, written and curated by Marty Bent.

• Nebius introduced an infrastructure partnership model that lets qualified operators bring capital, powered land, servers, and local execution while Nebius supplies data-center design, cloud software, sales, and customer demand.

• New York directed regulators to hold incomplete discretionary permit applications for new or expanded data centers capable of consuming 50 megawatts or more, even as roughly 12 gigawatts of prospective data-center demand sits in the state’s interconnection queue.

• Josh and Hannah Centers explain why AI makes reading comprehension, clear writing, first-principles thinking, virtue, and independent judgment more valuable.

• June CPI fell 0.4% from May and core prices were flat, giving the Fed more room to maneuver while federal deficits, interest expense, and money-supply growth continue strengthening bitcoin’s monetary case.

• Maelstrom awarded Tadge Dryja a grant to research contingency recovery mechanisms, including hash-based signatures and commit-and-reveal schemes, if elliptic-curve cryptography were ever broken.

• Second demonstrated its Bark plugin for BTCPay Server, allowing merchants to accept Lightning and Ark payments without operating Lightning channels while retaining self-custody and a unilateral exit path.

Read the full written brief with all links, primary sources, and on-chain data: https://www.tftc.io/ai-infrastructure-nebius-new-york-moratorium/

Subscribe free at https://www.tftc.io/bitcoin-brief/