Stop Tokenizing Apple Shares | Paolo Ardoino SLP786 @paoloardoino of @bitfinex explains why tokenizing Apple shares is not innovation, from exchange OPSEC and Lightning physics to emerging-market securities and AI-era attacks. Timestamps 00:00 — Intro 00:34 — Reaction to the Binance Hack 02:10 — Do Hacks Scare People Off Bitcoin? 02:27 — Custody and Self-Custody Both Look Fragile 05:11 — Employee Laptops and LinkedIn Targeting 07:53 — Multisig UX Still Fails Normies 10:34 — Exchanges Are Not Banks 11:36 — Why Shared-State Chains Cannot Scale Agents 13:32 — Lightning Wins Because of Physics 15:41 — Liquidity Gravity Around Big LN Nodes 17:01 — Hub Risk Without Protocol Failure 18:30 — Let Agents Invent Payment Protocols 20:33 — Zero Fees Instead of Taxing Retail 22:03 — Who Bitfinex Serves in 2026 23:21 — The Bitcoin Way to Securities 25:44 — Microcredit, Bitcoin Treasuries, Liquid 27:32 — Liquid Hack and the Near-Term AI Threat 29:06 — Tokenize Farmland, Not Just Stocks 32:40 — Inclusion on the Sell Side Too 35:08 — RGB, Taproot Assets and Transport Layers 37:32 — Fork Markets Put Money Where Mouth Is

Why Holding Bitcoin Is Not a Financial Plan | Morgen Rochard SLP785 @MorgenRochard of Origin Wealth Advisers explains why holding Bitcoin is not a financial plan, from fiat emergency funds and rentals to debt, taxes and trusts. Timestamps 00:00 — Intro 00:21 — Why She Wrote Bitcoin Personal Finance 01:11 — Holding Bitcoin Isn't a Financial Plan 02:45 — What the Fiat World Gets Wrong 04:02 — Hot Trades vs Your Actual Goals 05:40 — Chasing Returns vs a 20% Savings Rate 08:23 — Match Assets to When You Need Them 11:31 — How Big a Fiat Emergency Fund? 15:52 — Is Your Home a Store of Value? 18:02 — Rentals vs REITs vs Bitcoin 19:31 — Leverage and Single-Property Risk 24:06 — Debt Is Like a Campfire 27:16 — When Bitcoin-Backed Loans Make Sense 30:05 — Spending-Based Retirement Planning 32:12 — Tax Planning Isn't Tax Preparation 35:09 — Trusts and Trusting Your Kids 36:58 — No One-Size-Fits-All Allocation

Most preferred equity turns over once every three and a half years. Three companies in this market turn theirs over every fifty or sixty days. Jeff Walton of Strive on what daily dividends do to structured finance, and why he thinks the next layer of this is still up for grabs. Plus David Bailey of Nakamoto on the two models now competing for the same capital, and Hunter Albright of SALT Lending on Bitcoin as a path into homeownership. BFC Symposium, Hong Kong.

@Jason AI creates abundance. Bitcoin enforces scarcity. One expands humanity’s ability to create value. The other lets us preserve and transfer it across time and space. Digital Intelligence and Digital Capital are complementary, Jason. The world needs both.

AI/SI progress and SI equity returns are different things. A lot of upside has already been priced in, and you still have to pick the winners. Long term return expectations for Bitcoin are still ahead of broad equities over the next 10-15 years.

For those capable of putting down TikTok to think on a multi-year time horizon, this is a generational setup. BTC pitch is almost too obvious at this point: - Venture-scale opportunity (clear path to 10-20x+) - Stock-market-level liquidity (and then some) - Government & Bank-approved asset class (new!) - A bet on growing demand for non-dollar-denominated assets in the face of sustained central bank printing (one of the easiest long-term bets) And for seemingly the first time ever — the pendulum has swung to the point where fundamentals have outpaced price. The biggest Institutions, RIAs, and wealth managers just gained access to BTC in the last 6-12 months, and a multi-year onboarding process in the works. Read: $Trillions in demand is about to flow into BTC.

Post-quantum signatures have to work for low-power hardware wallets, miners, Lightning nodes and every node verifying blocks. @n1ckler of @blksresearch at @LuganoPlanB on how SHRINCS balances signature size against those needs. Test your use case in our open-source explorer 👇

I found a SIM implant in my friend's @Ledger Flex. He set it up but never used it, so no funds were lost. He bought it from @cryptobilis at their May 22 2026 Global Pizza Party, Raintree Club Kuala Lumpur. nRF9151 LTE module, eSIM module, v1.1 UFL antenna cc @MagicalTux

INVESTIGATION UPDATE Many of you have asked how personal information ended up in the phishing emails, particularly those who ordered from us years ago. Here is what we have found so far. Phishing emails: We have identified more than 23,000 phishing email attempts across our email systems, including 19,057 messages delivered through Mailgun and 1,503 messages sent through Google Workspace. Some addresses received multiple messages, and some attempts failed or were stopped before delivery. These numbers do not tell us how many people had personal information exposed. We are still determining that number and will share it once we can confirm it. Older orders and abandoned carts (WooCommerce): Before moving to Shopify in May of this year, our store ran on WooCommerce. We had configured automatic redaction of customer details 60 days after shipping. When we viewed those orders in our store admin, the customer details were no longer visible and the orders showed as redacted. During past database migrations, orders were copied into a new set of tables, but copies remained in the old tables. The redaction process updated the newer tables, which were also what our store admin displayed. Orders therefore appeared redacted even though older copies still contained personal information. We also found personal information in other order and refund records, as well as abandoned carts. This included shipping details entered by someone who never completed a purchase. We are still checking the historical settings and redaction process to understand why these records retained data. Those older records were held in systems the attackers were able to reach. We relied on the redaction shown in our admin dashboard, and we now know that was insufficient to verify that the underlying data had been removed. Whatever the shortcomings in the tools we used, protecting your information was still our full responsibility. We plan to share our findings with WooCommerce and the relevant plugin developers. When an order is marked as redacted, its personal information should not remain in another table in the same database. For other WooCommerce store owners: do not rely solely on what your admin dashboard shows when personal data is redacted. Have your developer or agent check the entire database for information left behind, including legacy tables, refund records, and abandoned carts. This is especially important if you have used WooCommerce for years or have been through database migrations. Recent orders (Shopify): Customer details from orders placed on our Shopify store since May may also have been exposed. We are still investigating the extent of any unauthorized access. These orders had not yet been manually redacted. We updated our privacy policy when we moved to Shopify and were building a tool to automate redaction, but automatic deletion was not yet active. Other possible sources: We have received reports of phishing emails containing personal details that customers say they never shared with us. We are investigating whether the attackers combined information from our systems with data obtained elsewhere, but we have not confirmed a connection to breaches at other companies. Historical support records are also part of our investigation. What we have done: We have revoked affected email credentials, cleared queued phishing messages, and taken affected legacy services offline while preserving evidence. Our investigation into the full extent of the compromise is continuing. We have found no evidence that this incident compromised Passport devices or the private keys they hold. The phishing emails are designed to trick you into revealing your recovery phrase, and including your correct personal information makes them more convincing. Never enter your recovery phrase into a website or share it with anyone, including someone claiming to be Foundation. We will continue sharing confirmed findings and publish our full report when the investigation is complete.

JUST IN: Casa's Chief Security Officer Jameson Lopp says Bitcoin faces no immediate threat from quantum computing. 👀 "We are orders of magnitudes away from a real usable quantum computer that can crack the algorithm that is used to secure your Bitcoin." 👏

Update: Due to improvements inspired by @rbitcoin_org 's address index, my proposed index now takes only ~52 GB of disk space. A synced Bitcoin Core node with a full address index can be run in as little as 65 GB. This is a level of compression not possible without a UTXO set.